Calvert for Financial Advisors
All Presentations

This core presentation educates an audience on what differentiates a Sustainable and Responsible Investment approach. Environmental, Social and Governance (ESG) impacts on corporate value are described and Calvert’s unique history as a leader in the evolving field of SRI is highlighted. The presentation seeks to dispel several common myths about SRI.

Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting.

Demonstrate your knowledge of green investing by using this power point seminar and script in an event setting. For use by Merrill Lynch Advisors only.

Use this fillable PDF seminar invite to let clients and prospects know that you're holding an event. It's a perfect compliment to the 21st Century SRI presentation.

Offers a brief perspective on the current landscape of public concern over climate change and rising fuel prices. Highlights companies at the forefront of renewable energy technologies. Provides key reasons to consider the Calvert Global Alternative Energy Fund. Client approved.

Calvert Fixed Income Strategist Steve Van Order outlines how the economic policies of China, the European Union and the U.S. are intertwined. He provides key data points to support his ten reasons why the Federal Reserve will not raise interest rates until 2011. B/D Only

This “Bonds 101” style presentation can be used by an advisor to help educate clients and prospects about the basics of how bond funds are constructed, what impacts the price of bonds and the role they play in a diversified portfolio.

A presentation offering three investment strategies to prepare for a rising rate environment

Offers an explanation of the water investment cycle, presents the four compelling drivers for investment in this sector, discusses the role of a water investment in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund. BD only.

A survey of Fortune 500 companies shows that those with more women on their boards of directors outperformed those with fewer women board members. This presentation provides an overview of efforts by Calvert to advance gender equality with an emphasis on Calvert’s Special Report: Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices in the Calvert Social Index® #PT 10022