Calvert for Financial Advisors:
Product-Focused Resources

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Brochure - How Active is Your Portfolio Manager? thumbnail image.

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
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Calvert Equity Income Fund: Annual Report - September 30, 2013 thumbnail image.
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Calvert Equity Income Fund: Semi-Annual Report thumbnail image.
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Fund Snapshot - Calvert Equity Portfolio Q1 2014 thumbnail image.

Fund Snapshot - Calvert Equity Portfolio Q1 2014

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
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Fund Snapshot - Calvert Global Water Fund Q1 2014 thumbnail image.

Fund Snapshot - Calvert Global Water Fund Q1 2014

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

Date: 3/31/2014 | Lit #TL10973 | FINRA Letter
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Investment Process - Calvert Emerging Markets Equity Fund-4Q12 thumbnail image.

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
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Investment Process - Calvert Equity Income Fund thumbnail image.

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
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Investment Process - Calvert International Equity Fund thumbnail image.

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
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Investment Process - Calvert International Opportunities Fund thumbnail image.

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
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Investment Process - Calvert Large Cap Core Portfolio thumbnail image.

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
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Investment Process - Calvert Large Cap Value Fund thumbnail image.

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

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
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Calvert Green Bond Fund - Harness the full potential of green investing thumbnail image.
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Calvert Green Bond Fund: Semi Annual Report

Date: 3/31/2014 | Lit #SR10898
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Fund Snapshot - Calvert High Yield Bond Fund Q1 2014 thumbnail image.

Fund Snapshot - Calvert High Yield Bond Fund Q1 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: 3/31/2013 | Lit #TL10980 | FINRA Letter
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Fund Snapshot - Calvert Short Duration Income Fund 1Q 2014 thumbnail image.

Fund Snapshot - Calvert Short Duration Income Fund 1Q 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: 3/31/2014 | Lit #TL10923 | FINRA Letter
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Fund Snapshot - Calvert Ultra-Short Income Fund 1Q 2014 thumbnail image.

Fund Snapshot - Calvert Ultra-Short Income Fund 1Q 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: 3/31/2014 | Lit #TL10970 | FINRA Letter
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Insights - Why an Allocation to High-Yield Bonds May Make Sense in Today's Investment Environment thumbnail image.

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
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Investment Process - Calvert Bond Portfolio thumbnail image.

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
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Investment Process - Calvert High Yield Bond Fund thumbnail image.

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
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Investment Process - Calvert Tax-Free Bond Fund thumbnail image.

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
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Investment Process - Calvert Ultra-Short Income Fund thumbnail image.

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
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Tool - Fixed Income Winners and Losers thumbnail image.

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

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 thumbnail image.

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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Investment Process - Asset Allocation Funds Overview thumbnail image.

Investment Process - Asset Allocation Funds Overview

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

Date: 4/28/2014 | Lit #IP10962 | FINRA Letter
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Investment Process - Calvert Balanced Portfolio thumbnail image.
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Investment Process - Calvert Global Alternative Energy Fund thumbnail image.

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
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Tool - Ripe Time for Sustainability Solutions thumbnail image.

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
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White Paper - Shining a Light on Alternative Energy thumbnail image.

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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Fund Snapshot - Calvert Global Water Fund Q1 2014 thumbnail image.

Fund Snapshot - Calvert Global Water Fund Q1 2014

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

Date: 3/31/2014 | Lit #TL10973 | FINRA Letter
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Investment Process - Calvert Global Water Fund thumbnail image.

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
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Presentation - Tap into Solutions to the Global Water Crisis thumbnail image.

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

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

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
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Tool - Ripe Time for Sustainability Solutions thumbnail image.

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
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White Paper - Quenching the World's Thirst for Water thumbnail image.

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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G304 (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.

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