Calvert Investments - Product-Focused Resources

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Alternative Energy

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: 3/25/2011 | Lit #IP10971 | FINRA Letter

177 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: 6/8/2011 | Lit #TL10100 | FINRA Letter

250 KB |

White Paper - Bringing Alternative Energy Into Focus

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 2010 information and outlook.

Date: 11/19/2010 | Lit #WP10002 | FINRA Letter

676 KB |

Asset Allocation/Balanced

Investment Process - Asset Allocation Funds Overview

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

Date: 11/23/2010 | Lit #IP10962 | FINRA Letter

302 KB |

Investment Process - Calvert Balanced Portfolio

Date: 10/12/2011 | Lit #IP10905 | FINRA Letter

153 KB |

Tool - Diversification Can Smooth The Ride

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.

Date: 2/18/2011 | Lit #TL10019 | FINRA Letter

328 KB |

Equity

	Fund Snapshot - Calvert Equity Portfolio 4Q 2011 A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund. Date: 12/31/2011 \| Lit #TL10919 \| FINRA Letter	957 KB \| \|
	Insights - Active Share How active is your portfolio manager? A new portfolio metric, "active share" can be used to answer that question. This piece provides an overview of active share metric and how it applies to Calvert Equity Portfolio. Date: 6/6/2011 \| Lit #TL10128 \| FINRA Letter	345 KB \|
	Investment Process - Calvert Enhanced Equity Portfolio Date: 5/17/2011 \| Lit #IP10910 \| FINRA Letter	187 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	163 KB \|
	Investment Process - Calvert International Equity Fund This profile outlines the Calvert International Equity Fund advisor's investment process and strategy. Date: 5/31/2011 \| Lit #IP10926 \| FINRA Letter	204 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	160 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	164 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	214 KB \|
	Presentation - Are We There Yet? What's Next For the Economy? Date: 8/31/2009 \| Lit #PT10044	3563 KB \| \|
	Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011) Six Reasons Why Financial Advisors Can’t Afford to Get Left Behind. Date: 11/11/2011 \| Lit #RP10014	344 KB \|
	Tool - Insights - Equity Income Fund Get back to growth with dividend-paying stocks. A strategy for investors who need growth and want to manage volatility. Date: 1/9/2012 \| Lit #TL10149	216 KB \|

Fixed Income

	Fund Snapshot - Calvert Short Duration Income Fund Q3 2011 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. Date: 9/30/2011 \| Lit #TL10923 \| FINRA Letter	308 KB \| \|
	Fund Snapshot - Calvert Ultra-Short Income Fund 4Q 2011 Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund. Date: 12/31/2011 \| Lit #TL10970 \| FINRA Letter	1156 KB \| \|
	Investment Process - Calvert Bond Portfolio This piece defines Calvert Investment Management, Inc.'s four-tiered management strategy. Date: 10/5/2011 \| Lit #IP10916 \| FINRA Letter	161 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: 10/3/2011 \| Lit #IP10980 \| FINRA Letter	155 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	143 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: 10/7/2011 \| Lit #IP10970 \| FINRA Letter	190 KB \|
	Presentation - Around the World and Home in 45 Minutes for US Bond Investors - ML Only 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. ML Only Date: 2/2/2011 \| Lit #PT10070	2270 KB \| \|
	Tool - Fixed Income Winners and Losers Use this chart to show the rotating performance of fixed-income categories from 2002 to 2011. Date: 1/23/2012 \| Lit #TL10075 \| FINRA Letter	286 KB \|
	White Paper - The Case for Variable-Rate Securities Demand for variable rate securities has risen as expectations for rising rates has increased. Variable rate securities form a strategic part of the Calvert Ultra-Short Income Fund and Calvert Short Duration Income Fund. Use this piece with your clients to explain the benefits and risks of this growing class of securities. Date: 5/12/2011 \| Lit #WP10005 \| FINRA Letter	517 KB \|

Water

	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: 3/25/2011 \| Lit #IP10973 \| FINRA Letter	178 KB \|
	Presentation - The Case for 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: 5/12/2011 \| Lit #PT10019 \| FINRA Letter	2536 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	3950 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: 6/8/2011 \| Lit #TL10100 \| FINRA Letter	250 KB \|

G304 (4/09)

	Fund Snapshot - Calvert Equity Portfolio 4Q 2011 A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund. Date: 12/31/2011 \| Lit #TL10919 \| FINRA Letter	957 KB \| \|
	Insights - Active Share How active is your portfolio manager? A new portfolio metric, "active share" can be used to answer that question. This piece provides an overview of active share metric and how it applies to Calvert Equity Portfolio. Date: 6/6/2011 \| Lit #TL10128 \| FINRA Letter	345 KB \|
	Investment Process - Calvert Enhanced Equity Portfolio Date: 5/17/2011 \| Lit #IP10910 \| FINRA Letter	187 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	163 KB \|
	Investment Process - Calvert International Equity Fund This profile outlines the Calvert International Equity Fund advisor's investment process and strategy. Date: 5/31/2011 \| Lit #IP10926 \| FINRA Letter	204 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	160 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	164 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	214 KB \|
	Presentation - Are We There Yet? What's Next For the Economy? Date: 8/31/2009 \| Lit #PT10044	3563 KB \| \|
	Reprint - SRI Strategies Move from Niche to Mainstream (On Wall Street, November 2011) Six Reasons Why Financial Advisors Can’t Afford to Get Left Behind. Date: 11/11/2011 \| Lit #RP10014	344 KB \|
	Tool - Insights - Equity Income Fund Get back to growth with dividend-paying stocks. A strategy for investors who need growth and want to manage volatility. Date: 1/9/2012 \| Lit #TL10149	216 KB \|

	Fund Snapshot - Calvert Short Duration Income Fund Q3 2011 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. Date: 9/30/2011 \| Lit #TL10923 \| FINRA Letter	308 KB \| \|
	Fund Snapshot - Calvert Ultra-Short Income Fund 4Q 2011 Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund. Date: 12/31/2011 \| Lit #TL10970 \| FINRA Letter	1156 KB \| \|
	Investment Process - Calvert Bond Portfolio This piece defines Calvert Investment Management, Inc.'s four-tiered management strategy. Date: 10/5/2011 \| Lit #IP10916 \| FINRA Letter	161 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: 10/3/2011 \| Lit #IP10980 \| FINRA Letter	155 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	143 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: 10/7/2011 \| Lit #IP10970 \| FINRA Letter	190 KB \|
	Presentation - Around the World and Home in 45 Minutes for US Bond Investors - ML Only 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. ML Only Date: 2/2/2011 \| Lit #PT10070	2270 KB \| \|
	Tool - Fixed Income Winners and Losers Use this chart to show the rotating performance of fixed-income categories from 2002 to 2011. Date: 1/23/2012 \| Lit #TL10075 \| FINRA Letter	286 KB \|
	White Paper - The Case for Variable-Rate Securities Demand for variable rate securities has risen as expectations for rising rates has increased. Variable rate securities form a strategic part of the Calvert Ultra-Short Income Fund and Calvert Short Duration Income Fund. Use this piece with your clients to explain the benefits and risks of this growing class of securities. Date: 5/12/2011 \| Lit #WP10005 \| FINRA Letter	517 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: 3/25/2011 \| Lit #IP10973 \| FINRA Letter	178 KB \|
	Presentation - The Case for 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: 5/12/2011 \| Lit #PT10019 \| FINRA Letter	2536 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	3950 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: 6/8/2011 \| Lit #TL10100 \| FINRA Letter	250 KB \|

Calvert for Financial Advisors: Product-Focused Resources

Alternative Energy

Asset Allocation/Balanced

Equity

Fixed Income

Water

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Calvert for Financial Advisors:
Product-Focused Resources