Calvert Investments - All Sales Materials

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Brochures

	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: 4/16/2012 \| Lit #BR10043	4084 KB \| \|
	Brochure - 2012 Shareholder Advocacy Report 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: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	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	259 KB \|
	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	354 KB \|
	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	2564 KB \|
	Brochure - DC College Savings Plan Investment Options DC College Savings Plan Investments Brochure. Client-approved Date: 8/1/2012 \| Lit #BR10017 \| FINRA Letter	261 KB \|
	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	862 KB \| \|
	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	3006 KB \|
	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	2646 KB \|
	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	1784 KB \|
	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	5304 KB \|
	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	486 KB \|
	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	343 KB \|
	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: 6/28/2012 \| Lit #BR10078 \| FINRA Letter	3739 KB \|
	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	4261 KB \|
	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	4543 KB \|
	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	1805 KB \|
	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	3031 KB \|
	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: 4/16/2012 \| Lit #BR10042 \| FINRA Letter	1370 KB \|
	Funds at a Glance 1Q 2013 This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format. Date: 3/31/2013 \| Lit #BR10047 \| FINRA Letter	792 KB \|
	Funds Performance Guide Q1 2013 This client-approved guide provides in-depth fund and performance information. Date: 3/31/2013 \| Lit #BR10046 \| FINRA Letter	6590 KB \|
	Retirement Grid: Investing for Retirement A comparative look at tax-advantaged Retirement Programs. Date: 1/18/2013 \| Lit #BR10051 \| FINRA Letter	164 KB \|

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	259 KB \|
	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	354 KB \|
	Brochure - DC College Savings Plan Investment Options DC College Savings Plan Investments Brochure. Client-approved Date: 8/1/2012 \| Lit #BR10017 \| FINRA Letter	261 KB \|
	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	862 KB \| \|
	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	3006 KB \|
	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	2012 KB \| \|
	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	91 KB \| \|
	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	78 KB \| \|
	Coverdell Education Savings Account (formerly Education IRA) Application. Date: 2/22/2011 \| Lit #AF10006	156 KB \|
	DC 529 Investment Selection Form Date: 12/7/2012 \| Lit #AF10071	35 KB \|
	DC College Savings Plan - College Savings Month Flyer - National Date: 10/5/2012 \| Lit #TL10159 \| FINRA Letter	878 KB \|
	DC College Savings Plan - Participation Agreement - Application Form - ML Advisors Only Date: 12/20/2011 \| Lit #AF10068	257 KB \|
	DC College Savings Plan - Participation Agreement - Application Form. Date: 12/9/2010 \| Lit #AF10014	218 KB \|
	DC College Savings Plan - Program Disclosure Booklet Date: 6/26/2012 \| Lit #AF10016	331 KB \|
	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	1361 KB \|
	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 - 1Q 2013 Date: 3/31/2013 \| Lit #FS10964 \| FINRA Letter	206 KB \|
	Fact Sheet - Calvert Balanced Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10905 \| FINRA Letter	315 KB \|
	Fact Sheet - Calvert Bond Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10916 \| FINRA Letter	325 KB \|
	Fact Sheet - Calvert Capital Accumulation Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10914 \| FINRA Letter	251 KB \|
	Fact Sheet - Calvert Conservative Allocation Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10962 \| FINRA Letter	245 KB \|
	Fact Sheet - Calvert Emerging Markets Equity Fund - 1Q2013 Date: 3/31/2013 \| Lit #FS11068	349 KB \|
	Fact Sheet - Calvert Equity Income Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10982 \| FINRA Letter	254 KB \|
	Fact Sheet - Calvert Equity Portfolio -1Q 2013 Date: 3/31/2013 \| Lit #FS10919 \| FINRA Letter	329 KB \|
	Fact Sheet - Calvert First Government Money Market Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10901 \| FINRA Letter	125 KB \|
	Fact Sheet - Calvert Global Alternative Energy Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10971 \| FINRA Letter	355 KB \|
	Fact Sheet - Calvert Global Water Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10973 \| FINRA Letter	407 KB \|
	Fact Sheet - Calvert Government Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10974 \| FINRA Letter	325 KB \|
	Fact Sheet - Calvert High Yield Bond Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10980 \| FINRA Letter	357 KB \|
	Fact Sheet - Calvert Income Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10908 \| FINRA Letter	363 KB \|
	Fact Sheet - Calvert International Equity Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10926 \| FINRA Letter	282 KB \|
	Fact Sheet - Calvert International Opportunities Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10972 \| FINRA Letter	356 KB \|
	Fact Sheet - Calvert Large Cap Core Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10910 \| FINRA Letter	286 KB \|
	Fact Sheet - Calvert Large Cap Value Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10979 \| FINRA Letter	245 KB \|
	Fact Sheet - Calvert Long Term Income Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10929 \| FINRA Letter	415 KB \|
	Fact Sheet - Calvert Moderate Allocation Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10963 \| FINRA Letter	207 KB \|
	Fact Sheet - Calvert Money Market Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10904 \| FINRA Letter	201 KB \|
	Fact Sheet - Calvert Short Duration Income Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10923 \| FINRA Letter	418 KB \|
	Fact Sheet - Calvert Small Cap Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10960 \| FINRA Letter	250 KB \|
	Fact Sheet - Calvert Social Index Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10933 \| FINRA Letter	279 KB \|
	Fact Sheet - Calvert Tax-Free Bond Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10913 \| FINRA Letter	201 KB \|
	Fact Sheet - Calvert Tax-Free Reserves Money Market Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10902 \| FINRA Letter	175 KB \|
	Fact Sheet - Calvert Ultra-Short Income Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10970 \| FINRA Letter	384 KB \|

Investment Process

	Investment Process - Asset Allocation Funds Overview An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds. Date: 8/21/2012 \| Lit #IP10962 \| FINRA Letter	478 KB \|
	Investment Process - Calvert Balanced Portfolio Date: 4/1/2013 \| Lit #IP10905 \| FINRA Letter	380 KB \|
	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	290 KB \|
	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	161 KB \|
	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	226 KB \|
	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	153 KB \|
	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	335 KB \|
	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	311 KB \|
	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	356 KB \|
	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	313 KB \|
	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	210 KB \|
	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	334 KB \|
	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	323 KB \|
	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	188 KB \|
	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	303 KB \|
	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	176 KB \|
	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	159 KB \|
	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	293 KB \|
	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	133 KB \|
	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	337 KB \|

Newsletters

	Invision - CURRENT - Spring 2013 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues. Date: 4/1/2013 \| Lit #NL10011 \| FINRA Letter	415 KB \|
	Invision - Fall 2012 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, SRI, portfolio managers and "housekeeping" issues. Date: 9/28/2012 \| Lit #NL10009 \| FINRA Letter	413 KB \|
	Invision - Summer 2012 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers, SRI and "housekeeping" issues. Date: 7/2/2012 \| Lit #NL10012 \| FINRA Letter	248 KB \|
	Invision - Winter 2012 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues. Date: 1/2/2013 \| Lit #NL10010 \| FINRA Letter	517 KB \|

Performance

Funds at a Glance 1Q 2013

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

Date: 3/31/2013 | Lit #BR10047 | FINRA Letter

792 KB |

Funds Performance Guide Q1 2013

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

Date: 3/31/2013 | Lit #BR10046 | FINRA Letter

6590 KB |

Mini Performance Retail Q1 2013

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

Date: 3/31/2013 | Lit #TL10156

184 KB |

Presentations

	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	898 KB \| \|
	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	1145 KB \| \|
	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	1125 KB \| \|
	Presentation - 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: 3/11/2013 \| Lit #PT10054 \| FINRA Letter	926 KB \| \|
	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	2111 KB \| \|
	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	2116 KB \| \|
	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	2684 KB \| \|

Reprints

Reprint - From Red to Blue (Financial Advisor, Sept 2012)

Calvert Global Water Fund Featured in Financial Advisor

Date: 9/14/2012 | Lit #RP10017

320 KB |

Signage/TableTops

	Environmental Poster – Why Can’t They Thrive Together 18.x24 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10041	4986 KB \|
	Environmental Poster – Why Can’t They Thrive Together 22.x28 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10042	4983 KB \|
	Environmental Poster – Why Can’t They Thrive Together 8.5x11 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10040	1470 KB \|
	Family Poster – Investing in What’s Ahead 18x24 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10044	1139 KB \|
	Family Poster – Investing in What’s Ahead 22x28 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10045	\| \|
	Family Poster – Investing in What’s Ahead 8.5x11 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10043	1168 KB \|
	LGBT Men Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10049	918 KB \|
	LGBT Men Poster – Your Money or Your Heart18 x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10050	3974 KB \|
	LGBT Men Poster – Your Money or Your Heart22 x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10051	3966 KB \|
	LGBT Women Poster – Your Money or Your Heart 18.x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10053	3099 KB \|
	LGBT Women Poster – Your Money or Your Heart 22.x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10054	3090 KB \|
	LGBT Women Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10052	1063 KB \|
	Women Poster – Let Your Investments be Your Voice 18 x 24 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/30/2013 \| Lit #SG10047	2644 KB \|
	Women Poster – Let Your Investments be Your Voice 22x28 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10048	2654 KB \|
	Women Poster – Let Your Investments be Your Voice 8.5x11 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10046	835 KB \|

Tools

	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	2012 KB \| \|
	DC College Savings Plan - College Savings Month Flyer - National Date: 10/5/2012 \| Lit #TL10159 \| FINRA Letter	878 KB \|
	Fund Snapshot - Calvert Capital Accumulation Fund 1Q 2013 Date: 3/31/2013 \| Lit #TL10914 \| FINRA Letter	742 KB \|
	Fund Snapshot - Calvert Equity Portfolio 1Q 2013 A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund. Date: 3/31/2013 \| Lit #TL10919 \| FINRA Letter	605 KB \|
	Fund Snapshot - Calvert Fixed Income Barbell Strategy 1Q 2013 Stay Short for Stability. Go Long for Return and Income. Complementing a position in short-term bond funds with long-term bond funds--a barbell strategy--can be a smart move when the difference between short- and long-term bond-yields reaches steeper levels due to market uncertainty. Use this sales tool to show the benefits of a barbell strategy to your clients. A summary prospectus or prospectus and a current Calvert fact sheet for each offered fund must accompany this material. Date: 3/31/2013 \| Lit #TL10060 \| FINRA Letter	806 KB \|
	Fund Snapshot - Calvert High Yield Bond Fund 1Q 2013 Date: 3/31/2013 \| Lit #TL10980 \| FINRA Letter	902 KB \|
	Fund Snapshot - Calvert Short Duration Income Fund 1Q 2013 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: 3/31/2013 \| Lit #TL10923 \| FINRA Letter	930 KB \|
	Fund Snapshot - Calvert Ultra-Short Income Fund 1Q 2013 Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund. Date: 3/31/2013 \| Lit #TL10970 \| FINRA Letter	675 KB \|
	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: 6/13/2012 \| Lit #TL10152	247 KB \|
	Mini Performance Retail Q1 2013 This condensed, two-page guide to fund performance shows fund and benchmark returns for the most recent quarter. ForBroker/Dealer use only. Date: 3/31/2013 \| Lit #TL10156	184 KB \|
	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	287 KB \|
	Tool - Avoid Closet Indexing with Active Share Use this piece with your clients to explain how active share can be used to evaluate funds and avoid closet indexers. A closet indexer is a passive investment with active management fees. This piece shows the active shares and tracking errors of four Calvert funds. It can be used alone or with “How Active is Your Portfolio Manager?” Date: 7/3/2012 \| Lit #TL10155	308 KB \|
	Tool - Broker Compensation Schedule Sales charges and breakpoints. For broker/dealer-use only. Date: 1/31/2013 \| Lit #TL10085	189 KB \| \|
	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	280 KB \|
	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	291 KB \|
	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: 12/31/2012 \| Lit #TL10075 \| FINRA Letter	252 KB \|
	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	644 KB \|
	Tool - SRI Criteria for Calvert/Atlanta Capital SRI Large Cap Strategy This provides an overview of the sustainable and responsible investment criteria for the Calvert/Atlanta Capital SRI Strategy. (Strategy available at Merrill Lynch only.) Date: 1/31/2013 \| Lit #TL10162	271 KB \|
	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	296 KB \|
	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: 3/28/2013 \| Lit #TL10164 \| FINRA Letter	362 KB \|

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

1087 KB |

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

1012 KB |

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

615 KB |

G307 (4/09)

	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: 4/16/2012 \| Lit #BR10043	4084 KB \| \|
	Brochure - 2012 Shareholder Advocacy Report 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: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	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	259 KB \|
	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	354 KB \|
	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	2564 KB \|
	Brochure - DC College Savings Plan Investment Options DC College Savings Plan Investments Brochure. Client-approved Date: 8/1/2012 \| Lit #BR10017 \| FINRA Letter	261 KB \|
	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	862 KB \| \|
	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	3006 KB \|
	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	2646 KB \|
	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	1784 KB \|
	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	5304 KB \|
	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	486 KB \|
	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	343 KB \|
	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: 6/28/2012 \| Lit #BR10078 \| FINRA Letter	3739 KB \|
	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	4261 KB \|
	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	4543 KB \|
	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	1805 KB \|
	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	3031 KB \|
	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: 4/16/2012 \| Lit #BR10042 \| FINRA Letter	1370 KB \|
	Funds at a Glance 1Q 2013 This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format. Date: 3/31/2013 \| Lit #BR10047 \| FINRA Letter	792 KB \|
	Funds Performance Guide Q1 2013 This client-approved guide provides in-depth fund and performance information. Date: 3/31/2013 \| Lit #BR10046 \| FINRA Letter	6590 KB \|
	Retirement Grid: Investing for Retirement A comparative look at tax-advantaged Retirement Programs. Date: 1/18/2013 \| Lit #BR10051 \| FINRA Letter	164 KB \|

	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	259 KB \|
	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	354 KB \|
	Brochure - DC College Savings Plan Investment Options DC College Savings Plan Investments Brochure. Client-approved Date: 8/1/2012 \| Lit #BR10017 \| FINRA Letter	261 KB \|
	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	862 KB \| \|
	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	3006 KB \|
	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	2012 KB \| \|
	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	91 KB \| \|
	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	78 KB \| \|
	Coverdell Education Savings Account (formerly Education IRA) Application. Date: 2/22/2011 \| Lit #AF10006	156 KB \|
	DC 529 Investment Selection Form Date: 12/7/2012 \| Lit #AF10071	35 KB \|
	DC College Savings Plan - College Savings Month Flyer - National Date: 10/5/2012 \| Lit #TL10159 \| FINRA Letter	878 KB \|
	DC College Savings Plan - Participation Agreement - Application Form - ML Advisors Only Date: 12/20/2011 \| Lit #AF10068	257 KB \|
	DC College Savings Plan - Participation Agreement - Application Form. Date: 12/9/2010 \| Lit #AF10014	218 KB \|
	DC College Savings Plan - Program Disclosure Booklet Date: 6/26/2012 \| Lit #AF10016	331 KB \|
	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	1361 KB \|
	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 Sheet - Calvert Aggressive Allocation Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10964 \| FINRA Letter	206 KB \|
	Fact Sheet - Calvert Balanced Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10905 \| FINRA Letter	315 KB \|
	Fact Sheet - Calvert Bond Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10916 \| FINRA Letter	325 KB \|
	Fact Sheet - Calvert Capital Accumulation Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10914 \| FINRA Letter	251 KB \|
	Fact Sheet - Calvert Conservative Allocation Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10962 \| FINRA Letter	245 KB \|
	Fact Sheet - Calvert Emerging Markets Equity Fund - 1Q2013 Date: 3/31/2013 \| Lit #FS11068	349 KB \|
	Fact Sheet - Calvert Equity Income Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10982 \| FINRA Letter	254 KB \|
	Fact Sheet - Calvert Equity Portfolio -1Q 2013 Date: 3/31/2013 \| Lit #FS10919 \| FINRA Letter	329 KB \|
	Fact Sheet - Calvert First Government Money Market Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10901 \| FINRA Letter	125 KB \|
	Fact Sheet - Calvert Global Alternative Energy Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10971 \| FINRA Letter	355 KB \|
	Fact Sheet - Calvert Global Water Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10973 \| FINRA Letter	407 KB \|
	Fact Sheet - Calvert Government Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10974 \| FINRA Letter	325 KB \|
	Fact Sheet - Calvert High Yield Bond Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10980 \| FINRA Letter	357 KB \|
	Fact Sheet - Calvert Income Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10908 \| FINRA Letter	363 KB \|
	Fact Sheet - Calvert International Equity Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10926 \| FINRA Letter	282 KB \|
	Fact Sheet - Calvert International Opportunities Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10972 \| FINRA Letter	356 KB \|
	Fact Sheet - Calvert Large Cap Core Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10910 \| FINRA Letter	286 KB \|
	Fact Sheet - Calvert Large Cap Value Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10979 \| FINRA Letter	245 KB \|
	Fact Sheet - Calvert Long Term Income Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10929 \| FINRA Letter	415 KB \|
	Fact Sheet - Calvert Moderate Allocation Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10963 \| FINRA Letter	207 KB \|
	Fact Sheet - Calvert Money Market Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10904 \| FINRA Letter	201 KB \|
	Fact Sheet - Calvert Short Duration Income Fund -1Q 2013 Date: 3/31/2013 \| Lit #FS10923 \| FINRA Letter	418 KB \|
	Fact Sheet - Calvert Small Cap Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10960 \| FINRA Letter	250 KB \|
	Fact Sheet - Calvert Social Index Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10933 \| FINRA Letter	279 KB \|
	Fact Sheet - Calvert Tax-Free Bond Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10913 \| FINRA Letter	201 KB \|
	Fact Sheet - Calvert Tax-Free Reserves Money Market Portfolio - 1Q 2013 Date: 3/31/2013 \| Lit #FS10902 \| FINRA Letter	175 KB \|
	Fact Sheet - Calvert Ultra-Short Income Fund - 1Q 2013 Date: 3/31/2013 \| Lit #FS10970 \| FINRA Letter	384 KB \|

	Investment Process - Asset Allocation Funds Overview An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds. Date: 8/21/2012 \| Lit #IP10962 \| FINRA Letter	478 KB \|
	Investment Process - Calvert Balanced Portfolio Date: 4/1/2013 \| Lit #IP10905 \| FINRA Letter	380 KB \|
	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	290 KB \|
	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	161 KB \|
	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	226 KB \|
	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	153 KB \|
	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	335 KB \|
	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	311 KB \|
	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	356 KB \|
	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	313 KB \|
	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	210 KB \|
	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	334 KB \|
	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	323 KB \|
	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	188 KB \|
	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	303 KB \|
	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	176 KB \|
	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	159 KB \|
	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	293 KB \|
	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	133 KB \|
	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	337 KB \|

	Invision - CURRENT - Spring 2013 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues. Date: 4/1/2013 \| Lit #NL10011 \| FINRA Letter	415 KB \|
	Invision - Fall 2012 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, SRI, portfolio managers and "housekeeping" issues. Date: 9/28/2012 \| Lit #NL10009 \| FINRA Letter	413 KB \|
	Invision - Summer 2012 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers, SRI and "housekeeping" issues. Date: 7/2/2012 \| Lit #NL10012 \| FINRA Letter	248 KB \|
	Invision - Winter 2012 Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues. Date: 1/2/2013 \| Lit #NL10010 \| FINRA Letter	517 KB \|

Calvert for Financial Advisors: All Sales Materials