Calvert for Financial Advisors:
All Sales Materials

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Brochures

529 Annual Report 2010

Fiscal Year 2010 Annual Report, DC College Savings Plan

Date: 2/22/2011 | Lit #BR10050
PDF icon 1523 KB  | Envelope icon

Advisor Program Overview - Green Investing : Emerging Trends Could Power the Growth of Your Business

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.

Date: 10/22/2009 | Lit #BR10043
PDF icon 1653 KB  | Envelope icon  |  Access to this document is limited to registered users

Brochure - 2010 Calvert Diversity Report Highlights Brochure

This brochure highlights the methodology and four key findings of Calvert’s 2010 Diversity Report titled Examining the Cracks in the Glass Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. This piece also features information on the Calvert Women’s Principles® and the ongoing work that Calvert is doing to support women’s equality issues through sustainable and responsible investing

Date: 10/31/2010 | Lit #BR10064
PDF icon 6347 KB  | Envelope icon

Brochure - 529 Plan: Non-DC Resident Trifold Brochure

Trifold style brochure describing the Non-DC Resident College Savings Plan updated for 2010-2011.

Date: 7/25/2011 | Lit #BR10031 | FINRA Letter
PDF icon 646 KB  | Envelope icon

Brochure - 529 Plan: DC Resident Trifold Brochure

Trifold style brochure describing the DC Resident College Savings Plan updated for 2010-2011.

Date: 7/25/2011 | Lit #BR10030
PDF icon 340 KB  | Envelope icon

Brochure - A Green Recovery for America's Homebuilders? A Survey of Sustainable Practices by the Homebuilding Industry

This report, an update to Calvert’s 2008 analysis, shows how the ten largest U.S. homebuilders compare on policies and practices relating to the environment and resource efficiency. Download a PDF version of this report which has reexamined the industry’s ability to manage the effects of a changing climate, public demand, and regulatory realities.

Date: 12/6/2010 | Lit #BR10068 | FINRA Letter
PDF icon 2135 KB  | Envelope icon

Brochure - Are you interested in investing for a greener future?

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.

Date: 5/16/2011 | Lit #BR10040 | FINRA Letter
PDF icon 416 KB  | Envelope icon

Brochure - DC College Savings Plan Investment Options

DC College Savings Plan Investments Brochure. Client-approved

Date: 3/18/2011 | Lit #BR10017
PDF icon 257 KB  | Envelope icon

Brochure - DC College Savings Plan National Broker Folder

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

Date: 7/25/2011 | Lit #BR10009 | FINRA Letter
PDF icon 754 KB  | Envelope icon  |  Access to this document is limited to registered users

Brochure - DC College Savings Plan National Client Brochure

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

Date: 7/25/2011 | Lit #BR10008 | FINRA Letter
PDF icon 2161 KB  | Envelope icon

Brochure - Divorce Booklet

An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved educational booklet helps women prepare for a potential divorce or deal with the realities of a current separation.

Date: 10/18/2011 | Lit #BR10071 | FINRA Letter
PDF icon 1889 KB  | Envelope icon

Brochure - Entrepreneurship Booklet

Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession.

Date: 10/18/2011 | Lit #BR10073 | FINRA Letter
PDF icon 1784 KB  | Envelope icon

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition)

Download a PDF version of Calvert’s 2010 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity.

Date: 10/31/2010 | Lit #BR10063 | FINRA Letter
PDF icon 2339 KB  | Envelope icon

Brochure - Investing for LGBT Equality

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.

Date: 6/30/2011 | Lit #BR10034 | FINRA Letter
PDF icon 343 KB  | Envelope icon

Brochure - Investments That Make A Difference

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.

Date: 1/25/2012 | Lit #BR10069
PDF icon 2248 KB  | Envelope icon

Brochure - Why Investors Choose Calvert

Calvert: 30 Years of Empowering Investors to Make a Difference. This client-approved piece will introduce your prospects to the many advantages of investing with Calvert.

Date: 8/10/2010 | Lit #BR10039
PDF icon 4939 KB  | Envelope icon

Brochure - Widowhood Booklet

Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved educational booklet helps women prepare for a future loss or deal with the realities of a recent loss.

Date: 10/18/2011 | Lit #BR10072 | FINRA Letter
PDF icon 1762 KB  | Envelope icon

Brochures - Calvert Sustainability Report: The Auto Industry

This sustainability review provides an overview of the key ESG challenges for the automotive industry in the areas of Environment, Human Rights, and Product Safety. Best practice examples from Toyota Motor Corporation, Ford Motor Company, and Volkswagen AG are also included.

Date: 10/14/2011 | Lit #BR10074
PDF icon 1185 KB  | Envelope icon

Calvert's Corporate Sustainability Report - 2004

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

Date: 1/1/2006 | Lit #5214
PDF icon 992 KB  | Envelope icon

Calvert's Corporate Sustainability Report - 2005 Update

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

Date: 6/30/2006 | Lit #6214
PDF icon 376 KB  | Envelope icon

Calvert's Corporate Sustainability Report - 2006-2007

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

Date: 10/27/2008 | Lit #8307
PDF icon 3377 KB  | Envelope icon

Calvert's Corporate Sustainability Report - 2008-2010

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

Date: 12/22/2011 | Lit #BR10075
PDF icon 3031 KB  | Envelope icon

Client/Prospect Brochure or Seminar Handout – Green: The New Color of Investment Opportunity

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

Date: 10/28/2009 | Lit #BR10042 | FINRA Letter
PDF icon 499 KB  | Envelope icon

Funds at a Glance 4Q 2011

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

Date: 12/31/2011 | Lit #BR10047 | FINRA Letter
PDF icon 653 KB  | Envelope icon

Retirement Grid: Investing for Retirement

A comparative look at tax-advantaged Retirement Programs.

Date: 1/20/2011 | Lit #BR10051 | FINRA Letter
PDF icon 171 KB  | Envelope icon

College Savings

529 Annual Report 2010

Fiscal Year 2010 Annual Report, DC College Savings Plan

Date: 2/22/2011 | Lit #BR10050
PDF icon 1523 KB  | Envelope icon

Brochure - 529 Plan: Non-DC Resident Trifold Brochure

Trifold style brochure describing the Non-DC Resident College Savings Plan updated for 2010-2011.

Date: 7/25/2011 | Lit #BR10031 | FINRA Letter
PDF icon 646 KB  | Envelope icon

Brochure - 529 Plan: DC Resident Trifold Brochure

Trifold style brochure describing the DC Resident College Savings Plan updated for 2010-2011.

Date: 7/25/2011 | Lit #BR10030
PDF icon 340 KB  | Envelope icon

Brochure - DC College Savings Plan Investment Options

DC College Savings Plan Investments Brochure. Client-approved

Date: 3/18/2011 | Lit #BR10017
PDF icon 257 KB  | Envelope icon

Brochure - DC College Savings Plan National Broker Folder

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

Date: 7/25/2011 | Lit #BR10009 | FINRA Letter
PDF icon 754 KB  | Envelope icon  |  Access to this document is limited to registered users

Brochure - DC College Savings Plan National Client Brochure

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

Date: 7/25/2011 | Lit #BR10008 | FINRA Letter
PDF icon 2161 KB  | Envelope icon

College Savings - Client Conversation Starters Tools

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.

Date: 9/14/2011 | Lit #PD10007 | FINRA Letter
PDF icon 789 KB  | Envelope icon  |  Access to this document is limited to registered users

College Savings - Number Cruncher Calculator

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.

Date: 11/4/2011 | Lit #PD10008
PDF icon 450 KB  | Envelope icon  |  Access to this document is limited to registered users

College Savings - One Tool Letter

This is an Intro Letter to Financial Advisors regarding the Client Conversation Starters.

Date: 11/17/2011 | Lit #LT10015 | FINRA Letter
PDF icon 91 KB  | Envelope icon  |  Access to this document is limited to registered users

College Savings - Two-Tool Letter

This is an Intro Letter to Financial Advisors regarding both the Client Conversation Starters and the Number Cruncher Calculator.

Date: 11/17/2011 | Lit #LT10016 | FINRA Letter
PDF icon 95 KB  | Envelope icon  |  Access to this document is limited to registered users

Coverdell Education Savings Account (formerly Education IRA) Application.

Date: 2/22/2011 | Lit #AF10006
PDF icon 175 KB  | Envelope icon

DC College Savings Plan - Participation Agreement - Application Form - ML Advisors Only

Date: 12/20/2011 | Lit #AF10068
PDF icon  | Envelope icon

DC College Savings Plan - Participation Agreement - Application Form.

Date: 12/9/2010 | Lit #AF10014
PDF icon 218 KB  | Envelope icon

DC College Savings Plan - Program Disclosure Booklet

Date: 5/21/2009 | Lit #AF10016
PDF icon 334 KB  | Envelope icon

Kit - DC College Savings Plan - Enrollment Kit for DC Residents/Direct Sold

New DC Resident Kit (KT10009) · Investment Options Insert (#6323) · Program Disclosure Booklet (#AF10014) · Participation Agreement Application (AF10016) · DC College Savings Plan Mailing Envelope (#529ENV) · DC529 Performance Page (#5107)

Date: 12/31/2010 | Lit #KT10009
PDF icon 896 KB  | Envelope icon

Kit - DC College Savings Plan - Enrollment Kit for Non-DC Residents or Advisor-Sold

Contents: · National Advisor Folder BR10009 · National Kit/Brochure BR10008 · Investment Options Insert BR10017 · Investment Performance Insert BR10065 · Program Disclosure Booklet (AF10014) · Participation Agreement Application (AF10016) · Calvert Mailing envelope (10x13)

Date: 12/1/2011 | Lit #KT10010
Not available for viewing online

Kit - DC College Savings Plan - Enrollment Kit for Non-DC Residents/ML ADVISORS

Contents: National Advisor Folder BR10009 · National Kit/Brochure BR10008 · Investment Options Insert BR10017 · Investment Performance Insert BR10065 · Program Disclosure Booklet (AF10068) · Participation Agreement Application (AF10016) · Calvert Mailing envelope (10x13)

Date: 12/20/2011 | Lit #KT10015
Not available for viewing online

Kit - DC College Savings Plan - Enrollment Kit for Non-DC Residents/UBS ADVISORS

Contents: National Advisor Folder BR10009 · National Kit/Brochure BR10008 · Investment Options Insert BR10017 · Investment Performance Insert BR10065 · Program Disclosure Booklet (AF10014) · Participation Agreement Application (AF10016) · Calvert Mailing envelope (10x13) UBS Insert · Calvert Mailing envelope (10x13)

Date: 12/1/2011 | Lit #KT10014
Not available for viewing online

Reprint- Building Your 529 Business (July 2011, onwallstreet)

A five-pronged approach for College Savings plan success.

Date: 6/30/2011 | Lit #RP10013
PDF icon 3869 KB  | Envelope icon  |  Access to this document is limited to registered users

Fact Sheets

Fact Sheet - Calvert Aggressive Allocation Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10964 | FINRA Letter
PDF icon 226 KB  | Envelope icon

Fact Sheet - Calvert Balanced Portfolio - 4Q 2011

Date: 12/31/2011 | Lit #FS10905 | FINRA Letter
PDF icon 289 KB  | Envelope icon

Fact Sheet - Calvert Bond Portfolio - 4Q 2011

Date: 12/31/2011 | Lit #FS10916 | FINRA Letter
PDF icon 324 KB  | Envelope icon

Fact Sheet - Calvert Capital Accumulation Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10914 | FINRA Letter
PDF icon 345 KB  | Envelope icon

Fact Sheet - Calvert Conservative Allocation Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10962 | FINRA Letter
PDF icon 263 KB  | Envelope icon

Fact Sheet - Calvert Enhanced Equity Portfolio - 4Q 2011

Date: 12/31/2011 | Lit #FS10910 | FINRA Letter
PDF icon 343 KB  | Envelope icon

Fact Sheet - Calvert Equity Income Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10982 | FINRA Letter
PDF icon 303 KB  | Envelope icon

Fact Sheet - Calvert Equity Portfolio - 4Q 2011

Date: 12/31/2011 | Lit #FS10919 | FINRA Letter
PDF icon 409 KB  | Envelope icon

Fact Sheet - Calvert First Government Money Market Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10901 | FINRA Letter
PDF icon 119 KB  | Envelope icon

Fact Sheet - Calvert Global Alternative Energy Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10971 | FINRA Letter
PDF icon 358 KB  | Envelope icon

Fact Sheet - Calvert Global Water Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10973 | FINRA Letter
PDF icon 383 KB  | Envelope icon

Fact Sheet - Calvert Government Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10974 | FINRA Letter
PDF icon 384 KB  | Envelope icon

Fact Sheet - Calvert High Yield Bond Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10980 | FINRA Letter
PDF icon 367 KB  | Envelope icon

Fact Sheet - Calvert Income Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10908 | FINRA Letter
PDF icon 323 KB  | Envelope icon

Fact Sheet - Calvert International Equity Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10926 | FINRA Letter
PDF icon 299 KB  | Envelope icon

Fact Sheet - Calvert International Opportunities Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10972 | FINRA Letter
PDF icon 308 KB  | Envelope icon

Fact Sheet - Calvert Large Cap Value Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10979 | FINRA Letter
PDF icon 312 KB  | Envelope icon

Fact Sheet - Calvert Long Term Income Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10929 | FINRA Letter
PDF icon 379 KB  | Envelope icon

Fact Sheet - Calvert Moderate Allocation Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10963 | FINRA Letter
PDF icon 229 KB  | Envelope icon

Fact Sheet - Calvert Money Market Portfolio - 4Q 2011

Date: 12/31/2011 | Lit #FS10904 | FINRA Letter
PDF icon 199 KB  | Envelope icon

Fact Sheet - Calvert Short Duration Income Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10923 | FINRA Letter
PDF icon 371 KB  | Envelope icon

Fact Sheet - Calvert Small Cap Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10960 | FINRA Letter
PDF icon 342 KB  | Envelope icon

Fact Sheet - Calvert Social Index Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10933 | FINRA Letter
PDF icon 339 KB  | Envelope icon

Fact Sheet - Calvert Tax-Free Bond Fund - 4Q 2011

Date: 12/31/2011 | Lit #FS10913 | FINRA Letter
PDF icon 209 KB  | Envelope icon

Fact Sheet - Calvert Tax-Free Reserves Money Market Portfolio - 4Q 2011

Date: 12/31/2011 | Lit #FS10902 | FINRA Letter
PDF icon 173 KB  | Envelope icon

Fact Sheet - Calvert Ultra-Short Income Fund -4Q 2011

Date: 12/31/2011 | Lit #FS10970 | FINRA Letter
PDF icon 351 KB  | Envelope icon

Investment Process

Investment Process - Asset Allocation Funds Overview

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

Date: 11/23/2010 | Lit #IP10962 | FINRA Letter
PDF icon 302 KB  | Envelope icon

Investment Process - Calvert Balanced Portfolio

Date: 10/12/2011 | Lit #IP10905 | FINRA Letter
PDF icon 153 KB  | Envelope icon

Investment Process - Calvert Bond Portfolio

This piece defines Calvert Investment Management, Inc.'s four-tiered management strategy.

Date: 10/5/2011 | Lit #IP10916 | FINRA Letter
PDF icon 161 KB  | Envelope icon

Investment Process - Calvert Capital Accumulation Portfolio

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

Date: 4/28/2011 | Lit #IP10914 | FINRA Letter
PDF icon 169 KB  | Envelope icon

Investment Process - Calvert Enhanced Equity Portfolio

Date: 5/17/2011 | Lit #IP10910 | FINRA Letter
PDF icon 187 KB  | Envelope icon

Investment Process - Calvert Equity Income Fund

The Calvert Equity Income Fund, managed by Calvert Investment Management, Inc., invests primarily in dividend-paying, large-cap U.S. stocks that offer quality financials and attractive valuations.

Date: 10/31/2011 | Lit #IP10982 | FINRA Letter
PDF icon 163 KB  | Envelope icon

Investment Process - Calvert Equity Portfolio

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

Date: 7/21/2011 | Lit #IP10919 | FINRA Letter
PDF icon 156 KB  | Envelope icon

Investment Process - Calvert Global Alternative Energy Fund

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

Date: 3/25/2011 | Lit #IP10971 | FINRA Letter
PDF icon 177 KB  | Envelope icon

Investment Process - Calvert Global Water 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 Kleinwort Benson Investors International Ltd (KBI) OF Dublin, Ireland manages the fund.

Date: 3/25/2011 | Lit #IP10973 | FINRA Letter
PDF icon 178 KB  | Envelope icon

Investment Process - Calvert Government 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 Investment Management, Inc. manages the Fund.

Date: 10/12/2011 | Lit #IP10974 | FINRA Letter
PDF icon 152 KB  | Envelope icon

Investment Process - Calvert High Yield Bond Fund

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

Date: 10/3/2011 | Lit #IP10980 | FINRA Letter
PDF icon 155 KB  | Envelope icon

Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income

This piece defines Calvert Investment Management, Inc.'s investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.

Date: 10/3/2011 | Lit #IP10923
PDF icon 159 KB  | Envelope icon

Investment Process - Calvert International Equity Fund

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

Date: 5/31/2011 | Lit #IP10926 | FINRA Letter
PDF icon 204 KB  | Envelope icon

Investment Process - Calvert International Opportunities Fund

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets.

Date: 11/8/2011 | Lit #IP10972 | FINRA Letter
PDF icon 160 KB  | Envelope icon

Investment Process - Calvert Large Cap Value Fund

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

Date: 6/20/2011 | Lit #IP10979 | FINRA Letter
PDF icon 164 KB  | Envelope icon

Investment Process - Calvert Small Cap Fund

This investment process piece describes the strategies that Calvert Asset Management Company applies to manage Calvert Small Cap Fund.

Date: 4/14/2011 | Lit #IP10960 | FINRA Letter
PDF icon 214 KB  | Envelope icon

Investment Process - Calvert Social Index Fund

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

Date: 6/28/2011 | Lit #IP10933
PDF icon 157 KB  | Envelope icon

Investment Process - Calvert Tax-Free Bond Fund

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.

Date: 7/6/2011 | Lit #IP10913 | FINRA Letter
PDF icon 143 KB  | Envelope icon

Investment Process - Calvert Ultra-Short Income Fund

This piece defines Calvert Investment Management, Inc.'s investment strategies for this Class A ultra-short duration bond fund.

Date: 10/7/2011 | Lit #IP10970 | FINRA Letter
PDF icon 190 KB  | Envelope icon

Newsletters

Invision - CURRENT - Winter 2012

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

Date: 1/3/2012 | Lit #NL10010 | FINRA Letter
PDF icon 647 KB  | Envelope icon

Invision - Fall 2011

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

Date: 9/16/2011 | Lit #NL10009 | FINRA Letter
PDF icon 386 KB  | Envelope icon

Invision - Spring 2011

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

Date: 3/31/2011 | Lit #NL10011 | FINRA Letter
PDF icon 286 KB  | Envelope icon

Invision - Summer 2011

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

Date: 6/17/2011 | Lit #NL10012 | FINRA Letter
PDF icon 343 KB  | Envelope icon

Performance

Funds at a Glance 4Q 2011

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

Date: 12/31/2011 | Lit #BR10047 | FINRA Letter
PDF icon 653 KB  | Envelope icon

Postcards

Postcard - Calvert Women's Principles Bookmark

Date: 5/21/2010 | Lit #PD10006
PDF icon 302 KB  | Envelope icon

Postcard - SRI Conference Takeaway

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.

Date: 6/2/2011 | Lit #PD10010
PDF icon 319 KB  | Envelope icon

Presentations

21st Century SRI: Seeking A Better Way to Assess and Improve 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: 3/14/2011 | Lit #PT10032 | FINRA Letter
PPT icon 3236 KB  | Envelope icon  |  Access to this document is limited to registered users

21st Century SRI: Seeking A Better Way to Assess and Improve Value - EJ Only

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. Edward Jones Reps Only

Date: 5/18/2011 | Lit #PT10077 | FINRA Letter
PPT icon 2991 KB  | Envelope icon  |  Access to this document is limited to registered users

21st Century SRI: Seeking A Better Way to Assess and Improve Value - ML Only

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. ML Reps Only

Date: 9/30/2010 | Lit #PT10054 | FINRA Letter
PPT icon 3156 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

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 1122 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 - EJ Only

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

Date: 5/18/2011 | Lit #PT10076
PPT icon 6690 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - Are We There Yet? What's Next For the Economy?

Date: 8/31/2009 | Lit #PT10044
PPT icon 3563 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - Around the World and Home in 45 Minutes for US Bond Investors - ML Only

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. ML Only

Date: 2/2/2011 | Lit #PT10070
PPT icon 2270 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - 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. Earn the opportunity to become a trusted advisor by helping women prepare for a potential divorce, or deal with the realities of a current separation, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance.

Date: 7/13/2011 | Lit #PT10080 | FINRA Letter
PPT icon 2566 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - The Case for 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: 5/12/2011 | Lit #PT10019 | FINRA Letter
PPT icon 2536 KB  | Envelope icon  |  Access to this document is limited to registered users

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 3950 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality

This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100.

Date: 11/5/2010 | Lit #PT10022 | FINRA Letter
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Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality - ML Only

This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. ML Reps Only

Date: 9/30/2010 | Lit #PT10053 | FINRA Letter
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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
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Presentation - Women and Entrepreneurship

Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession.

Date: 10/26/2011 | Lit #PT10084 | FINRA Letter
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Reprints

Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011)

Six Reasons Why Financial Advisors Can’t Afford to Get Left Behind.

Date: 11/11/2011 | Lit #RP10014
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Reprint- Building Your 529 Business (July 2011, onwallstreet)

A five-pronged approach for College Savings plan success.

Date: 6/30/2011 | Lit #RP10013
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Tools

College Savings - Client Conversation Starters Tools

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.

Date: 9/14/2011 | Lit #PD10007 | FINRA Letter
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College Savings - Number Cruncher Calculator

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.

Date: 11/4/2011 | Lit #PD10008
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Fund Snapshot - Calvert Equity Portfolio 4Q 2011

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

Date: 12/31/2011 | Lit #TL10919 | FINRA Letter
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Fund Snapshot - Calvert Short Duration Income Fund Q3 2011

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.

Date: 9/30/2011 | Lit #TL10923 | FINRA Letter
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Fund Snapshot - Calvert Ultra-Short Income Fund 4Q 2011

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

Date: 12/31/2011 | Lit #TL10970 | FINRA Letter
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Insights - Active Share

How active is your portfolio manager? A new portfolio metric, "active share" can be used to answer that question. This piece provides an overview of active share metric and how it applies to Calvert Equity Portfolio.

Date: 6/6/2011 | Lit #TL10128 | FINRA Letter
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SAGE at a Glance -Q1 2011

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.

Date: 3/31/2011 | Lit #TL10066
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SAGE at a Glance -Q2 2011

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.

Date: 6/30/2011 | Lit #TL10067
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Solutions - The Decade Ahead: UBS Wealth Management Research

Calvert Funds aligned with six of the ten UBS investment themes outlined in their 2011 report, "The Decade Ahead". 

Date: 6/21/2011 | Lit #TL10130
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SRI - A Guide to Calvert's SRI Approaches

An introduction to Calvert's three distinct SRI approaches and a timeline of Calvert's history of SRI leadership

Date: 10/31/2011 | Lit #TL10036 | FINRA Letter
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Tool - Broker Compensation Schedule

Sales charges and breakpoints. For broker/dealer-use only.

Date: 11/8/2011 | Lit #TL10085
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Tool - Calvert Signature Strategies: Sustainability Investment Criteria

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

Date: 6/1/2011 | Lit #TL10035 | FINRA Letter
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Tool - Diversification Can Smooth The Ride

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.

Date: 2/18/2011 | Lit #TL10019 | FINRA Letter
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Tool - Divorce Checklist

An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved checklist tool helps women prepare for a potential divorce or deal with the realities of a current separation.

Date: 10/18/2011 | Lit #TL10144 | FINRA Letter
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Tool - Fixed Income Winners and Losers

Use this chart to show the rotating performance of fixed-income categories from 2002 to 2011.

Date: 1/23/2012 | Lit #TL10075 | FINRA Letter
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Tool - Improve your Productivity with DST Vision

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!

Date: 8/26/2009 | Lit #TL10015
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Tool - Insights - Equity Income Fund

Get back to growth with dividend-paying stocks. A strategy for investors who need growth and want to manage volatility.

Date: 1/9/2012 | Lit #TL10149
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Tool - Ripe Time for Sustainability Solutions

Use this tool to educate your clients about the reasons to consider sustainability investment solutions such as Alternative Energy and Water.

Date: 6/8/2011 | Lit #TL10100 | FINRA Letter
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Tool - Widowhood Checklist

Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved checklist tool helps women prepare for a future loss or deal with the realities of a recent loss.

Date: 10/18/2011 | Lit #TL10145
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Women & Climate Change

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.

Date: 4/15/2010 | Lit #TL10093
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Women Investors: Five Ways to Maximize Your Financial Future

This flier teaches women ways they can maximize their financial options to prepare for a secure future.

Date: 10/31/2010 | Lit #TL10108 | FINRA Letter
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White Papers

White Paper - Bringing Alternative Energy Into Focus

This White Paper describes five macroeconomic trends supporting growth in alternative energy, current and historical valuations in the alternative energy sector, and the portfolio diversification benefits of investments in alternative energy. Updated with 2010 information and outlook.

Date: 11/19/2010 | Lit #WP10002 | FINRA Letter
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White Paper - The Case for Variable-Rate Securities

Demand for variable rate securities has risen as expectations for rising rates has increased. Variable rate securities form a strategic part of the Calvert Ultra-Short Income Fund and Calvert Short Duration Income Fund. Use this piece with your clients to explain the benefits and risks of this growing class of securities.

Date: 5/12/2011 | Lit #WP10005 | FINRA Letter
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White Paper: Effective Supply Chain Accountability

This document provides guidance for-and strongly encourages-companies to go beyond minimum compliance with The California Transparency in Supply Chains Act (SB 657) by implementing a comprehensive human rights framework. The information in this document includes a brief summary of the law, the business case for compliance, shareholder expectations, and the key elements of a comprehensive human rights due diligence framework.

Date: 11/17/2011 | Lit #WP10009
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G307 (4/09)