Create customized materials in just minutes with Calvert’s interactive tools. With just a few keystrokes, tools such as our Bond Duration Planner use the most recent month-end data to provide personalized analyses of Calvert funds for your clients.
Interactive Tools for Brokers
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Bond Duration Planner
Construct a customized fixed-income asset allocation portfolio for your clients by using Calvert fixed income funds.
Client -Approved Interactive Tools
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Know What You Own
Use Know What You Own® to evaluate mutual funds and companies on Environmental, Social, Goverance (ESG) issues.
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Calvert Social Index
View all the companies in the Calvert Social Index®, a broad-based, rigorously constructed benchmark for measuring the performance of large, U.S.-based socially responsible companies.
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Hypothetical Investment in Calvert Funds
See how a hypothetical $10,000 investment performs over time.
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Asset Allocator
Asset allocation may be the most important factor in determining your portfolio's long-term return, especially in volatile markets. Our Asset Allocator can give you a basic idea of what your optimal portfolio is.
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Retirement Planner
More and more people look forward to their retirement years as a chance to focus on the activities which make life worth living. Our Retirement Planner can help you learn whether you will have what you need.
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Savings Calculator
Even small additions to your savings add up over time. This calculator demonstrates how to put a savings strategy to work for you.
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Roth Vs. Traditional IRA Planner
Which IRA is right for you? Use this calculator to find out.
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College Savings Calculator
Use this calculator to help develop or fine-tune your education savings plan.
G400 (4/09)