Calvert  News & Commentary

Calvert Addresses Key Issues and Trends in Sustainable and Responsible Investment

Bennett Freeman, Senior Vice President for Sustainability Research and Policy, presents Calvert's perspective on critical corporate responsibility challenges facing investors and companies alike at the RFK Compass Conference on June 27 and the Ethical Corporation’s Responsible Business Summit on June 28.


The RFK Compass Conference

Organized by the Robert F. Kennedy Memorial, the RFK Compass Conference takes place annually in Hyannis Port, MA, and includes an audience of prominent fiduciaries— including a number of State Treasurers and CIOs of pension funds— plus a range of other asset managers. It aims to help investors and asset owners explore the issues of fiduciary responsibility, sustainability and investing in the current global economic environment. Among the conference keynote speakers are U.S. Assistant Secretary of State for Democracy, Human Rights and Labor Michael Posner; former Obama Administration Director of the Office of Management and Budget (OMB) Peter Orszag; former U.S. Deputy Treasury Secretary Roger Altman; and Pulitzer Prize winning biographer Doris Kearns Goodwin.

At the conference, Mr. Freeman will present “The Good, Bad and Ugly: The ESG Risks and Opportunities Facing Fiduciaries,” where he explains the evolution of Calvert's approach to investment. He’ll focus in particular on Calvert’s recent emphasis on fund strategies with innovative sustainability themes such as the Calvert Global Water Fund—a fund focused specifically on companies that produce products and services designed to solve some of the most pressing challenges behind the increasing global demand for fresh water. In addition, he’ll share the strategy and efforts behind Calvert’s intensive engagement with some of the largest and most powerful companies in the world including Coca-Cola and Apple. Lastly, he’ll give his perspective on how Calvert integrates the financial analysis of a company with analysis of their track record on environmental, social and governance (ESG) issues. Specifically, he’ll discuss current ESG issues relating to some commonly held securities and the broad corporate responsibility and sustainability-related risks and opportunities in industries ranging from oil and mining to consumer electronics and Internet service providers.

Ethical Corporation’s Responsible Business Summit

The Ethical Corporation’s Responsible Business Summit, held in New York, is designed to educate business leaders from major corporations around the globe on how to make corporate responsibility a core aspect of organizational culture. Through panel discussions with leaders in the field of Corporate Social Responsibility (CSR), the conference demonstrates effective ways for companies to collaborate with key stakeholders, deliver on their long-term CSR vision, and use CSR to enhance reputation and gain competitive edge.

In a discussion with the NASDAQ's Managing Director of Global Marketing, Evan Harvey, Mr. Freeman will share Calvert's evolving approach to SRI and their place as a longtime leader in sustainable and responsible investment at a time when this approach has become more mainstream. Among the topics to be addressed are the connection between company’s ESG performance and their long-term financial performance. In addition, he’ll talk to the growing impact of shareholder advocacy on social and environmental as well as corporate governance issues and the growing importance of sustainability disclosure to investors and other stakeholders.

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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.

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