Calvert for Financial Advisors:
All Sales Materials

For advisors only. This tool explains the emerging trends in green investing that could be powerful drivers of new business for advisors in the coming years. This tool provides tips for approaching clients and prospects on this topic and summarizes the broad range of tools available through this Resource Series.

Trifold style brochure describing the Non-DC Resident College Savings Plan updated for 2008-2009.

Trifold style brochure describing the DC Resident College Savings Plan updated for 2009-2010.

This brochure will help you connect with environmental investors (existing clients or prospects) by explaining Calvert's rigorous approach to analyzing a company's environmental policies, practices and performance as part of the investment selection process and in targeting advocacy and policy actions.

The Calvert Women's Principles constitute the first global code of conduct corporations focused exclusively on empowering, advancing and investing in women worldwide. Use this brochure to assist in your efforts to target the women's market.

This tri-fold brochure targets the LGBT investor market with a message about how an SRI investment approach can provide value while reflecting an LGBT investor’s values.

This guide details Calvert's social investment strategy, from the unique social and environmental analysis of prospective investments to shareholder advocacy, social venture capital, and community investing.

This booklet explains the key concepts associated with fixed income investing including duration, total return, risk measurement and understanding the yield curve.

DC College Savings Plan Brochure. Client-approved - For Non-DC Residents.

DC College Savings Plan Folder - For Non-DC Residents. Broker only.

Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company.

2005 update to the comprehensive report done in 2004. This is banded together with the 2004 report.

Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company.

Use this booklet with clients and prospects who attend your seminar or as a stand-alone piece in mailings or face-to-face conversations.

This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format.

This client-approved guide provides in-depth fund and performance information.

A comparative look at tax-advantaged Retirement Programs.

Read this interview with Greg Habeeb, lead portfolio manager for Calvert's taxable bond funds, including Calvert Ultra-Short Income Fund, Calvert Short Duration Income Fund, and Calvert Income Fund. Here he discusses recent market volatility and how nimble trading and duration management have helped Calvert weather the market's ups and downs.

Portfolio manager Jens Peers discusses why now may be an attractive time to consider investing in water-related companies

Jens Peers discusses why the prospects for alternative energy investments are promising and may be getting even stronger in the wake of the Gulf oil spill.

An interview with Richard B. England, Lead Portfolio Manager for CSIF Equity Portfolio and Managing Director, Calvert subadvisor Atlanta Capital Management, LLC, based on the March 2010 webinar.

An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds.

This profile outlines the Calvert Capital Accumulation Fund advisor's investment process and strategy.

Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. KBC Asset Management International, Ltd. (KBC) of Dublin, Ireland manages the fund.

Calvert Global Water Fund is an all-market-cap, water sector mutual fund that invests in non-U.S. and U.S. stocks. Calvert subadvisor KBC Asset Management International, Ltd (KBC) OF Dublin, Ireland manages the fund.

Calvert Government Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in U.S. government debt securities. Calvert Asset Management Company, Inc. (CAMCO) manages the Fund.

Calvert High-Yield Bond Fund is managed by Calvert Asset Management Company, Inc. (CAMCO). The Fund primarily seeks a high current income through investments in high-yield bonds (sometimes called "junk bonds") with intermediate maturities.

This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets. F&C Management Limited manages the Fund.

Calvert subadvisor, Bridgeway Capital Management, Inc., combines active management with a disciplined, quantitative approach.

Calvert Large Cap Value managed by Calvert Asset Management Company, Inc. (CAMCO). primarily by using a bottom-up investment process to identify well-managed companies that are selling at a discount from their fair market value.

This profile outlines the Calvert New Vision Small Cap Fund advisor's investment process and strategy.

Calvert Short-Term Government managed by Calvert Asset Management Company, Inc. (CAMCO). by using an investment process that seeks to capitalize on anticipated changes in yields on U.S. government debt with various maturities..

Learn about the time-tested intrinsic value approach of Eric McKissack of Channing Capital that seeks undervalued stocks of well-managed companies with attractive price-appreciation potential.

This profile outlines Calvert Social Index Fund's investment process and strategy as managed by portfolio manager World Asset Management of Birmingham, MI.

This piece defines Calvert Asset Management Company's (CAMCO's) four-tiered management strategy.

This profile outlines CSIF Equity Portfolio's investment process and strategy as managed by portfolio manager Atlanta Capital Management.

This investment process piece contains an explanation of the techniques and strategies that portfolio manager Tom Dailey and his team use to manage Calvert Tax-Free Bond Fund to strive to produce tax-exempt income.

This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for this Class A ultra-short duration bond fund.

This profile outlines the Calvert World Value International Equity Fund advisor's investment process and strategy.

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues.

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers, SRI and "housekeeping" issues.

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, SRI, portfolio managers and "housekeeping" issues.

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues.

This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format.

This client-approved guide provides in-depth fund and performance information.

Client Conversation Starters provides tips on how you can use milestones in a child's life and events throughout the school year as starting points for an important conversation about college savings.

The College Number Cruncher provides an effective hands-on demonstration of how much college may cost and how much your clients will need to save to pay for it.

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

Author Peter Rogers discusses the threat to global freshwater resources from rising demands and how existing technologies could avert global water crisis but must be implemented soon.

Eighty-three percent of leading companies have at least one woman or minority on their boards, but only 38% have a woman or minority among their five highest paid-executives according to a recent survey of 636 companies by Calvert.

Morningstar analyst commentary and fund performance data as of 12/31/09.

The Calvert Global Alternative Energy Fund can be a great conversation-starter with clients and prospects. Send this customizable mailer to your mailing list. Contact your regional marketing consultant at 1-800-368-2750 for more information.

Generate conversation about alternative energy with this table-top sign. Print it in full-color and display it in a reusable 8.5 x 11 inch plexi-glass frame in your lobby or office. Only available in PDF.

Calvert Short Duration Income Fund is a high-quality short duration bond fund. Use this Fund Snapshot to explain to your clients more about this fund.

Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund.

A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund.

This card is designed to be used at tradeshow or conference literature tables as a light and easy takeaway for prospects. It provides a basic definition of SRI and prominently features a call to action to visit Calvert’s website. Calvert’s Know What You Own® and Advisor Finder Service® are also highlighted.

This report lists the companies held in the Calvert Large Cap Value Fund and provides a snapshot of Calvert’s engagement with each company selected for enhanced engagement in the Portfolio over the most recent quarter.

An introduction to Calvert's expanded SRI approaches and funds

As a leader in Sustainable and Responsible Investing (SRI), Calvert believes it is important for us to use our power as shareholders to encourage companies to become better corporate citizens. 2008 was a particularly exciting year for Calvert's advocacy work, leading to concrete changes in corporate policies and practices.

Calvert Short Duration Income Fund (CSDAX) is a short-term bond fund that has demonstrated competitive risk/adjusted returns and strength in rising and falling markets. Use this tool with your more technically-oriented clients.

In this practice management tip, advisors are reminded that clients need and expect significantly more communication to feel informed, reassured and engaged during times of crisis. This tool focuses on the essence of communication - asking questions and listening. This piece provides ideas for establishing a rhythm of communication and a series of core questions that unlock essential dialogue with clients.

Calvert's sustainablity research analysts examine corporate performance in seven broad areas of concern for Calvert Signature Strategies Funds.

Use this piece to demonstrate to clients that a diversified portfolio has provided a nice, smooth ride to steady performance over the last ten years. Use the asset allocation "periodic table" on the front to show how the winners of the previous year can often become the losers of the following year. Then, then show pie charts of the three Calvert Asset Allocation Funds on the back.

In this practice management tip, advisors are reminded that they need to display what they want their clients to do. Effective leadership, especially in this time of economic uncertainty and downturn, requires first of all, focused self-leadership. This tool guides them in establishing rituals of self-care and practice management that can lead to a renewed sense of passion for the business, clarity of mind, consistency of execution and authentic hope for clients.

In this practice management tip, advisors are encouraged to construct a Life-list. This simple practice will provide the advisor and their clients with a model for casting dreams, aligning values and then setting and achieving compelling goals. When aligned with values, dreams can reignite passion and provide the necessary inspiration to weather any crisis.

In this practice management tip, advisors are encouraged to look beyond money for a true measure of wealth. Goals that are worth achieving typically are multi-faceted, relying on the blending of multiple “life-dimensions.” With this tool, advisors learn that there are 10 Life dimensions and that each can be measured to determine its importance. Additionally in order to experience more business success and enjoy greater personal fulfillment, the sound financial principles of diversification, balance and advice also apply to our Life dimensions.

Use this chart to show the rotating performance of fixed-income categories from 2000 to 2009.

Are you interested in a free and easy way to efficiently view all of your client's investment accounts in one place? As a Calvert advisor, you can enroll in DST Vision!

In this practice management tip, advisors are encouraged to focus on the intersection of their passion and motivated abilities. This sweet spot can help drive business and the most important client relationships to new heights. Strength deployment is at the heart of effectively managing time and energy, engaging clients and having sustainable success with fulfillment in building a thriving practice.

This tool provides an overview of Calvert’s five-part series Practice Management Tips for Turbulent Times, which offers executive coaching insights to help financial advisors not only survive, but thrive in this tough market environment. Each tool provides a principle that, when put into practice, can help ensure advisors are successful.

Planning a seminar?  Download this planning calendar and one of our FINRA-approved presentations.

This flyer examines the negative impact that climate change is having on women--particularly women in developing countries. It provides examples of how Sustainable and Responsible Investors using any one of Calvert's three unique approaches to SRI can make a difference through their investment portfolios.

This White Paper describes five important drivers leading to demand for alternative energy. Updated with 2009 information and outlook.

As demand for water grows and the finite supply of this crucial resource dwindles, investors will face tough new questions about sustainability and which companies are best positioned to address the future.