Calvert for Financial Advisors:
Product-Focused Resources

Jens Peers discusses why the prospects for alternative energy investments are promising and may be getting even stronger in the wake of the Gulf oil spill.

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

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

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

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

Offers a brief perspective on the current landscape of public concern over climate change and rising fuel prices. Highlights companies at the forefront of renewable energy technologies. Provides key reasons to consider the Calvert Global Alternative Energy Fund. Client approved.

The Calvert Global Alternative Energy Fund can be a great conversation-starter with clients and prospects. Send this customizable mailer to your mailing list. Contact your regional marketing consultant at 1-800-368-2750 for more information.

Generate conversation about alternative energy with this table-top sign. Print it in full-color and display it in a reusable 8.5 x 11 inch plexi-glass frame in your lobby or office. Only available in PDF.

This White Paper describes five important drivers leading to demand for alternative energy. Updated with 2009 information and outlook.

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

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.

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

An interview with Richard B. England, Lead Portfolio Manager for CSIF Equity Portfolio and Managing Director, Calvert subadvisor Atlanta Capital Management, LLC, based on the March 2010 webinar.

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

This booklet explains the key concepts associated with fixed income investing including duration, total return, risk measurement and understanding the yield curve.

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.

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

Read this interview with Greg Habeeb, lead portfolio manager for Calvert's taxable bond funds, including Calvert Ultra-Short Income Fund, Calvert Short Duration Income Fund, and Calvert Income Fund. Here he discusses recent market volatility and how nimble trading and duration management have helped Calvert weather the market's ups and downs.

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

Calvert Short-Term Government managed by Calvert Asset Management Company, Inc. (CAMCO). by using an investment process that seeks to capitalize on anticipated changes in yields on U.S. government debt with various maturities..

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.

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

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

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

Market Commentary by Calvert CIO-Fixed Income Cathy Roy Read how uncertainty about the success of the Fed's strategy may create opportunities through market volatility in 2010.

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. B/D Only

This “Bonds 101” style presentation can be used by an advisor to help educate clients and prospects about the basics of how bond funds are constructed, what impacts the price of bonds and the role they play in a diversified portfolio.

A presentation offering three investment strategies to prepare for a rising rate environment

Morningstar analyst commentary and fund performance data as of 12/31/09.

Calvert Short Duration Income Fund (CSDAX) is a short-term bond fund that has demonstrated competitive risk/adjusted returns and strength in rising and falling markets. Use this tool with your more technically-oriented clients.

Use this chart to show the rotating performance of fixed-income categories from 2000 to 2009.

Portfolio manager Jens Peers discusses why now may be an attractive time to consider investing in water-related companies

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 KBC Asset Management International, Ltd (KBC) OF Dublin, Ireland manages the fund.

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

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

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. BD only.

Author Peter Rogers discusses the threat to global freshwater resources from rising demands and how existing technologies could avert global water crisis but must be implemented soon.

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.