Calvert for Financial Advisors:
All Sales Materials

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Brochures

Brochure - 529 Plan: Non-DC Resident Trifold Brochure

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

Date: 9/24/2012 | Lit #BR10031 | FINRA Letter
PDF icon 259 KB  | Envelope icon

Brochure - 529 Plan: DC Resident Trifold Brochure

Trifold style brochure describing the DC Resident College Savings Plan updated for 2012-2013.

Date: 9/24/2012 | Lit #BR10030
PDF icon 354 KB  | Envelope icon

Brochure - Calvert Bond Funds: Managing Risk and Striving for Superior Performance

A guide to select Calvert bond funds with an overview of Calvert’s fixed-income capabilities.

Date: 6/15/2012 | Lit #BR10077 | FINRA Letter
PDF icon 2564 KB  | Envelope icon

Brochure - DC College Savings Plan Investment Options

DC College Savings Plan Investments Brochure. Client-approved

Date: 9/28/2012 | Lit #BR10017 | FINRA Letter
PDF icon 261 KB  | Envelope icon

Brochure - DC College Savings Plan Investment Performance

Quarterly Performance reporting on the DC College Savings Plan as managed by Calvert Investments.

Date: 6/30/2014 | Lit #BR10065 | FINRA Letter
PDF icon 121 KB  | Envelope icon

Brochure - DC College Savings Plan National Broker Folder

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

Date: 9/28/2012 | Lit #BR10009 | FINRA Letter
PDF icon 862 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: 9/28/2012 | Lit #BR10008 | FINRA Letter
PDF icon 3006 KB  | Envelope icon

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition)

Download a PDF version of Calvert’s 2013 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: 3/7/2013 | Lit #BR10063 | FINRA Letter
PDF icon 5304 KB  | Envelope icon

Brochure - How Active is Your Portfolio Manager?

Use this piece with your clients to explain the academic research behind a new portfolio analytical tool – active share. Active share was developed by two Yale University professors who maintain that the extent to which a fund’s holdings differ from those of its benchmark has a significant correlation with its ability to outperform its index.  This piece can help explain the benefits of active management in a marketplace dominated by index funds and ETFs. This piece can be used alone or with “Avoid Closet Indexing with Active Share”.

Date: 7/3/2012 | Lit #BR10081
PDF icon 486 KB  | Envelope icon

Brochure - Investing with Calvert Means Investing in Women

This brochure outlines how Calvert is uniquely qualified to serve women investors. It discusses the ground-breaking Calvert Women’s Principles® and demonstrates how Calvert’s investment process is women-centered with regard to a broad take on SRI criteria. Investing with Calvert truly means investing in women.

Date: 4/1/2014 | Lit #BR10078 | FINRA Letter
PDF icon 2541 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 | FINRA Letter
PDF icon 4261 KB  | Envelope icon

Brochure - Shareholder Advocacy: Tools of Change

Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert.

Date: 11/21/2013 | Lit #BR10059
PDF icon 456 KB  | Envelope icon

Brochure - Sustainable and Responsible Investing in Retirement Plans

Advisors Only. Calvert believes that applying a sustainability lens to investing is a critical metric that allows retirement plans to better manage risk and better identify opportunities for excess return. This guide describes the benefits and results of adding SRI funds to your plan.

Date: 11/6/2013 | Lit #BR20048
PDF icon 5167 KB  | Envelope icon  |  Access to this document is limited to registered users

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1247 KB  | Envelope icon

Brochure: Gain Income Potential with Dividend-Paying Stocks

A strategy for investors seeking to diversify their income stream while managing volatility

Date: 8/7/2014 | Lit #BR10087
PDF icon 797 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

Funds at a Glance 2Q 2014

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

Date: 6/30/2014 | Lit #BR10047 | FINRA Letter
PDF icon 2494 KB  | Envelope icon

Funds Performance Guide Q2 2014

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

Date: 6/30/2014 | Lit #BR10046 | FINRA Letter
PDF icon 6313 KB  | Envelope icon

Retirement Grid: Investing for Retirement

A comparative look at tax-advantaged Retirement Programs.

Date: 1/8/2014 | Lit #BR10051 | FINRA Letter
PDF icon 184 KB  | Envelope icon

College Savings

Brochure - 529 Plan: Non-DC Resident Trifold Brochure

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

Date: 9/24/2012 | Lit #BR10031 | FINRA Letter
PDF icon 259 KB  | Envelope icon

Brochure - 529 Plan: DC Resident Trifold Brochure

Trifold style brochure describing the DC Resident College Savings Plan updated for 2012-2013.

Date: 9/24/2012 | Lit #BR10030
PDF icon 354 KB  | Envelope icon

Brochure - DC College Savings Plan Investment Options

DC College Savings Plan Investments Brochure. Client-approved

Date: 9/28/2012 | Lit #BR10017 | FINRA Letter
PDF icon 261 KB  | Envelope icon

Brochure - DC College Savings Plan Investment Performance

Quarterly Performance reporting on the DC College Savings Plan as managed by Calvert Investments.

Date: 6/30/2014 | Lit #BR10065 | FINRA Letter
PDF icon 121 KB  | Envelope icon

Brochure - DC College Savings Plan National Broker Folder

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

Date: 9/28/2012 | Lit #BR10009 | FINRA Letter
PDF icon 862 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: 9/28/2012 | Lit #BR10008 | FINRA Letter
PDF icon 3006 KB  | Envelope icon

College Savings - Client Conversation Starters Tool

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: 11/30/2012 | 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: 11/30/2012 | Lit #PD10008
PDF icon 2012 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 78 KB  | Envelope icon  |  Access to this document is limited to registered users

Coverdell Education Savings Account (formerly Education IRA) Application.

Date: 12/9/2013 | Lit #AF10006
PDF icon 110 KB  | Envelope icon

DC 529 Investment Selection Form

Date: 12/7/2012 | Lit #AF10071
PDF icon 35 KB  | Envelope icon

DC College Savings Plan - Beneficiary Change Form

Use this form to change the beneficiary of the savings plan. Note: The new beneficiary must be a member of the family of the current beneficiary.

Date: 2/1/2011 | Lit #AF10045
PDF icon 119 KB  | Envelope icon

DC College Savings Plan - College Savings Month Flyer - National

Date: 10/5/2012 | Lit #TL10159 | FINRA Letter
PDF icon 878 KB  | Envelope icon

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

Date: 12/20/2011 | Lit #AF10068
PDF icon 257 KB  | 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: 6/26/2012 | Lit #AF10016
PDF icon 358 KB  | Envelope icon

DC College Savings Plan: Too Young for College, Never Too Young for College Savings

Date: 4/10/2014 | Lit #PT10073 | FINRA Letter
PPT icon 5050 KB  | Envelope icon  |  Access to this document is limited to registered users

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

New DC Resident Kit (KT10009) · Investment Options Insert (BR10017) · Program Disclosure Booklet (AF10014) · Participation Agreement Application (AF10016) · DC College Savings Plan Mailing Envelope (#529ENV) · DC529 Performance Page (BR10065)

Date: 1/2/2013 | Lit #KT10009
PDF icon 1361 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 · Participation Agreement Application (AF10068) · Program Disclosure Booklet (AF10016) · Calvert Mailing envelope (10x13)

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

Fact Sheets

Fact Sheet - Calvert Aggressive Allocation Fund Q2 2014

Date: 6/30/2014 | Lit #FS10964 | FINRA Letter
PDF icon 79 KB  | Envelope icon

Fact Sheet - Calvert Balanced Portfolio - Q2 2014

Date: 6/30/2014 | Lit #FS10905 | FINRA Letter
PDF icon 80 KB  | Envelope icon

Fact Sheet - Calvert Bond Portfolio Q2 2014

Date: 6/30/2014 | Lit #FS10916 | FINRA Letter
PDF icon 77 KB  | Envelope icon

Fact Sheet - Calvert Capital Accumulation Fund Q2 2014

Date: 6/30/2014 | Lit #FS10914 | FINRA Letter
PDF icon 86 KB  | Envelope icon

Fact Sheet - Calvert Conservative Allocation Fund Q2 2014

Date: 6/30/2014 | Lit #FS10962 | FINRA Letter
PDF icon 93 KB  | Envelope icon

Fact Sheet - Calvert Emerging Markets Equity Fund Q2 2014

Date: 6/30/2014 | Lit #FS11068
PDF icon 81 KB  | Envelope icon

Fact Sheet - Calvert Equity Income Fund Q2 2014

Date: 6/30/2014 | Lit #FS10982 | FINRA Letter
PDF icon 81 KB  | Envelope icon

Fact Sheet - Calvert Equity Portfolio Q2 2014

Date: 6/30/2014 | Lit #FS10919 | FINRA Letter
PDF icon 80 KB  | Envelope icon

Fact Sheet - Calvert Global Alternative Energy Fund Q2 2014

Date: 6/30/2014 | Lit #FS10971 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet - Calvert Global Water Fund Q2 2014

Date: 6/30/2014 | Lit #FS10973 | FINRA Letter
PDF icon 102 KB  | Envelope icon

Fact Sheet - Calvert Government Fund Q2 2014

Date: 6/30/2014 | Lit #FS10974 | FINRA Letter
PDF icon 77 KB  | Envelope icon

Fact Sheet - Calvert Green Bond Fund -Q2 2014

Date: 6/30/2014 | Lit #FS10898 | FINRA Letter
PDF icon 77 KB  | Envelope icon

Fact Sheet - Calvert High Yield Bond Fund Q2 2014

Date: 6/30/2014 | Lit #FS10980 | FINRA Letter
PDF icon 84 KB  | Envelope icon

Fact Sheet - Calvert Income Fund Q2 2014

Date: 6/30/2014 | Lit #FS10908 | FINRA Letter
PDF icon 91 KB  | Envelope icon

Fact Sheet - Calvert International Equity Fund Q2 2014

Date: 6/30/2014 | Lit #FS10926 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet - Calvert International Opportunities Fund Q2 2014

Date: 6/30/2014 | Lit #FS10972 | FINRA Letter
PDF icon 88 KB  | Envelope icon

Fact Sheet - Calvert Large Cap Core Portfolio Q2 2014

Date: 6/30/2014 | Lit #FS10910 | FINRA Letter
PDF icon 94 KB  | Envelope icon

Fact Sheet - Calvert Large Cap Value Fund Q2 2014

Date: 6/30/2014 | Lit #FS10979 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet - Calvert Long Term Income Fund Q2 2014

Date: 6/30/2014 | Lit #FS10929 | FINRA Letter
PDF icon 83 KB  | Envelope icon

Fact Sheet - Calvert Moderate Allocation Fund Q1 2014

Date: 6/30/2014 | Lit #FS10963 | FINRA Letter
PDF icon 74 KB  | Envelope icon

Fact Sheet - Calvert Short Duration Income Fund Q2 2014

Date: 6/30/2014 | Lit #FS10923 | FINRA Letter
PDF icon 101 KB  | Envelope icon

Fact Sheet - Calvert Small Cap Fund Q2 2014

Date: 6/30/2014 | Lit #FS10960 | FINRA Letter
PDF icon 80 KB  | Envelope icon

Fact Sheet - Calvert Social Index Fund Q2 2014

Date: 6/30/2014 | Lit #FS10933 | FINRA Letter
PDF icon 99 KB  | Envelope icon

Fact Sheet - Calvert Tax-Free Bond Fund Q2 2014

Date: 3/31/2014 | Lit #FS10913 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet - Calvert Ultra-Short Income Fund Q2 2014

Date: 6/30/2014 | Lit #FS10970 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Investment Process

Investment Process - Calvert Balanced Portfolio

Date: 9/30/2013 | Lit #IP10905 | FINRA Letter
PDF icon 386 KB  | Envelope icon

Investment Process - Calvert Bond Portfolio

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

Date: 3/31/2013 | Lit #IP10916 | FINRA Letter
PDF icon 290 KB  | Envelope icon

Investment Process - Calvert Capital Accumulation Portfolio

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

Date: 3/12/2012 | Lit #IP10914 | FINRA Letter
PDF icon 161 KB  | Envelope icon

Investment Process - Calvert Emerging Markets Equity Fund-4Q12

A core emerging markets fund with a focus on sustainable businesses.

Date: 12/31/2012 | Lit #IP11068
PDF icon 226 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: 9/3/2013 | Lit #IP10982 | FINRA Letter
PDF icon 402 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: 2/28/2013 | Lit #IP10919 | FINRA Letter
PDF icon 335 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: 12/31/2012 | Lit #IP10971 | FINRA Letter
PDF icon 311 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: 6/30/2013 | Lit #IP10973 | FINRA Letter
PDF icon 356 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: 4/1/2013 | Lit #IP10974 | FINRA Letter
PDF icon 313 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: 4/1/2013 | Lit #IP10980 | FINRA Letter
PDF icon 210 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: 3/31/2013 | Lit #IP10923 | FINRA Letter
PDF icon 334 KB  | Envelope icon

Investment Process - Calvert International Equity Fund

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

Date: 2/28/2013 | Lit #IP10926 | FINRA Letter
PDF icon 323 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 188 KB  | Envelope icon

Investment Process - Calvert Large Cap Core Portfolio

Calvert Investment Management, Inc. combines insights from quantitative models and fundamental research to select stocks for Calvert Large Cap Core Portfolio.

Date: 12/31/2012 | Lit #IP10910 | FINRA Letter
PDF icon 303 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 176 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: 12/31/2012 | Lit #IP10933 | FINRA Letter
PDF icon 293 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 133 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: 4/1/2013 | Lit #IP10970 | FINRA Letter
PDF icon 337 KB  | Envelope icon

Newsletters

Invision - CURRENT - Fall 2013

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

Date: 9/30/2013 | Lit #NL10009 | FINRA Letter
PDF icon 363 KB  | Envelope icon

Performance

Calvert Investments Mini Performance Retail Q2 2014

This condensed, two-page guide to fund performance shows fund and benchmark returns for the most recent quarter. ForBroker/Dealer use only.

Date: 6/30/2014 | Lit #TL10156
PDF icon 92 KB  | Envelope icon

Funds at a Glance 2Q 2014

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

Date: 6/30/2014 | Lit #BR10047 | FINRA Letter
PDF icon 2494 KB  | Envelope icon

Funds Performance Guide Q2 2014

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

Date: 6/30/2014 | Lit #BR10046 | FINRA Letter
PDF icon 6313 KB  | Envelope icon

Presentations

DC College Savings Plan: Too Young for College, Never Too Young for College Savings

Date: 4/10/2014 | Lit #PT10073 | FINRA Letter
PPT icon 5050 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - 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: 5/30/2013 | Lit #PT10032 | FINRA Letter
PPT icon 898 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - 21st Century SRI: Providing a More Comprehensive Way to Assess and Improve Corporate 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: 3/11/2013 | Lit #PT10054 | FINRA Letter
PPT icon 926 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - Tap into Solutions to the Global Water Crisis

Learn about the global water crisis, why water is an investment theme with staying power, and learn about some innovative companies with a range of solutions. The presentation discusses the role of water in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund.

Date: 4/14/2014 | Lit #PT10019 | FINRA Letter
PPT icon 11368 KB  | Envelope icon  |  Access to this document is limited to registered users

Presentation - Tap into Solutions to the Global Water Crisis (Merrill Lynch Version)

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: 12/31/2013 | Lit #PT10072 | FINRA Letter
PPT icon 11321 KB  | Envelope icon  |  Access to this document is limited to registered users

Tools

Calvert Funds' Expense Ratios

Date: 2/26/2014 | Lit #TL20061
PDF icon 168 KB  | Envelope icon  |  Access to this document is limited to registered users

Calvert Green Bond Fund - Harness the full potential of green investing

Date: 11/13/2013 | Lit #TL10168
PDF icon 612 KB  | Envelope icon

Calvert Investments Mini Performance Retail Q2 2014

This condensed, two-page guide to fund performance shows fund and benchmark returns for the most recent quarter. ForBroker/Dealer use only.

Date: 6/30/2014 | Lit #TL10156
PDF icon 92 KB  | Envelope icon

College Savings - Client Conversation Starters Tool

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: 11/30/2012 | 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: 11/30/2012 | Lit #PD10008
PDF icon 2012 KB  | Envelope icon  |  Access to this document is limited to registered users

DC College Savings Plan - College Savings Month Flyer - National

Date: 10/5/2012 | Lit #TL10159 | FINRA Letter
PDF icon 878 KB  | Envelope icon

Fund Snapshot - Asset Allocation Funds Overview

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

Date: 4/28/2014 | Lit #TL10962 | FINRA Letter
PDF icon 408 KB  | Envelope icon

Fund Snapshot - Calvert Equity Portfolio Q2 2014

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

Date: 6/30/2014 | Lit #TL10919 | FINRA Letter
PDF icon 454 KB  | Envelope icon

Fund Snapshot - Calvert Global Water Fund Q2 2014

The water sector appeals to many growth-oriented investors for its tremendous long-term potential and portfolio diversification benefits.

Date: 6/30/2014 | Lit #TL10973 | FINRA Letter
PDF icon 317 KB  | Envelope icon

Fund Snapshot - Calvert High Yield Bond Fund Q2 2014

Thinking about the potential benefits of high-yield bonds? Calvert High Yield Bond Fund has provided a lower-volatility approach to this category, without sacrificing performance.

Date: 6/30/2014 | Lit #TL10980 | FINRA Letter
PDF icon 499 KB  | Envelope icon

Fund Snapshot - Calvert Short Duration Income Fund 2Q 2014

Calvert Short Duration Income Fund offers a history of principal preservation, an attractive risk/reward profile and long-term consistency. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 6/30/2014 | Lit #TL10923 | FINRA Letter
PDF icon 447 KB  | Envelope icon

Fund Snapshot - Calvert Ultra-Short Income Fund 2Q 2014

For investors wary of interest-rate volatility, this ultra-short bond fund offers a history of principal stability and above-average returns, with attractive current income.

Date: 6/30/2014 | Lit #TL10970 | FINRA Letter
PDF icon 195 KB  | Envelope icon

Insights - Why an Allocation to High-Yield Bonds May Make Sense in Today's Investment Environment

With interest rates hovering at historic lows, traditional fixed-income securities generally can’t provide investors with meaningful current income. Meanwhile, stock-market volatility has made many investors leery of equities, despite signs of an economic recovery. In this environment, high-yield bonds may provide a way to earn relatively strong current income and benefit from possible economic growth.

Date: 6/20/2013 | Lit #TL10152 | FINRA Letter
PDF icon 316 KB  | Envelope icon

Quench Your Client’s Thirst for ALPHA with the Calvert Global Water Fund

This tool is designed to help educate, engage, and activate relationships between Financial Advisors and their clients.

Date: 10/9/2013 | Lit #TL10167
PDF icon 543 KB  | Envelope icon

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: 11/20/2012 | Lit #TL10036 | FINRA Letter
PDF icon 287 KB  | Envelope icon

Tool - Broker Compensation Schedule

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

Date: 11/12/2013 | Lit #TL10085
PDF icon 201 KB  | Envelope icon  |  Access to this document is limited to registered users

Tool - Calvert Signature Strategies: Sustainability Investment Criteria

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

Date: 6/18/2013 | Lit #TL10035 | FINRA Letter
PDF icon 280 KB  | Envelope icon

Tool - Fixed Income Winners and Losers

Use this chart to view the rotating leadership of fixed income categories. Shows annual returns for the last decade.

Date: 12/31/2013 | Lit #TL10075 | FINRA Letter
PDF icon 227 KB  | Envelope icon

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: 5/30/2013 | Lit #TL10100 | FINRA Letter
PDF icon 644 KB  | Envelope icon

Tool - Why Floating Rate Securities Make Sense in a Rising Rate Environment

Looking for higher short-term income with relatively moderate risk? A short-term bond strategy that includes floating-rate securities may be the right fit.

Date: 6/18/2014 | Lit #TL10181 | FINRA Letter
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Tool - Yield Capture: A Short-Duration/High-Yield Bond Approach

Use this material to show that a blend of a short duration and high yield bond fund has provided better return and higher yield than an intermediate bond fund with only slightly more risk.

Date: 12/31/2013 | Lit #TL10164 | FINRA Letter
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White Papers

White Paper - Quenching the World's Thirst for Water

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.

Date: 5/24/2013 | Lit #WP10001 | FINRA Letter
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White Paper - Shining a Light on Alternative Energy

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 2012 information and outlook.

Date: 4/3/2012 | Lit #WP10002 | 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)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.