Calvert for Financial Advisors
All Presentations

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Invitations

These invitations can be used to support some of the presentations below. Not every presentation has an accompanying invitation.

Client/Prospect Seminar Invitation – Take Your Portfolio To a Greener Place thumbnail image.

Client/Prospect Seminar Invitation – Take Your Portfolio To a Greener Place

Use this invitation to invite clients and prospects to a seminar on understanding the drivers behind the green investment trend and leveraging these opportunities in portfolios

Date: 3/12/2012 | Lit #IV10011 | FINRA Letter
PDF icon 204 KB  | Envelope icon
Invitation - Divorce: Beyond Emotions thumbnail image.

Invitation - Divorce: Beyond Emotions

An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. Use this invitation to welcome women who are preparing for a potential divorce, or dealing with the realities of a current separation, to your seminar. Please consider carefully how you identify and invite your prospective audience for such a seminar topic.  

Date: 4/26/2012 | Lit #PD10021 | FINRA Letter
PDF icon 597 KB  | Envelope icon

Presentations

21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate Value thumbnail image.

21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate Value

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.

Date: 3/31/2013 | Lit #PT10032
PPT icon 898 KB  | Envelope icon  |  Access to this document is limited to registered users
Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity thumbnail image.

Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity

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

Date: 8/23/2011 | Lit #PT10029 | FINRA Letter
PPT icon 1145 KB  | Envelope icon  |  Access to this document is limited to registered users
Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity (for ML only) thumbnail image.

Client/Prospect Seminar Presentation with Script -- Green: The New Color of Investment Opportunity (for ML only)

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.

Date: 8/23/2011 | Lit #PT10033 | FINRA Letter
PPT icon 1146 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - H2Opportunity: Investing in Water thumbnail image.

Presentation - H2Opportunity: Investing in Water

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.

Date: 6/27/2012 | Lit #PT10019 | FINRA Letter
PPT icon 2111 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - The Case for Investing in Water - ML version only thumbnail image.

Presentation - The Case for Investing in Water - ML version only

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. ML only

Date: 3/15/2011 | Lit #PT10072 | FINRA Letter
PPT icon 2116 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Widowhood: Coping with Loss thumbnail image.

Presentation - Widowhood: Coping with Loss

Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance.

Date: 7/13/2011 | Lit #PT10081 | FINRA Letter
PPT icon 2684 KB  | Envelope icon  |  Access to this document is limited to registered users

G306 (4/09)