Value Added Sales Materials

Calvert for Financial Advisors:
Value-Added Resources

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Brochure - Calvert Women's Principles 10th Anniversary Report: Past, Present, and Future thumbnail image.

Brochure - Calvert Women's Principles 10th Anniversary Report: Past, Present, and Future

This 10th anniversary report Calvert Women’s Principles - Past, Present and Future walks through the historical context for why the Principles were needed, highlights progress and contributions they’ve made to date and suggests where they might go in the future.

Date: 11/13/2014 | Lit #BR10089
PDF icon 2393 KB  | Envelope icon
Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) thumbnail image.

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition)

Download a PDF version of Calvert’s 2013 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity.

Date: 3/7/2013 | Lit #BR10063 | FINRA Letter
PDF icon 5304 KB  | Envelope icon
Brochure - Investing with Calvert Means Investing in Women thumbnail image.

Brochure - Investing with Calvert Means Investing in Women

This brochure outlines how Calvert is uniquely qualified to serve women investors. It discusses the ground-breaking Calvert Women’s Principles® and demonstrates how Calvert’s investment process is women-centered with regard to a broad take on SRI criteria. Investing with Calvert truly means investing in women.

Date: 4/1/2014 | Lit #BR10078 | FINRA Letter
PDF icon 2541 KB  | Envelope icon
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
PDF icon 486 KB  | Envelope icon
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
PDF icon 227 KB  | Envelope icon
Brochure - Shareholder Advocacy: Tools of Change thumbnail image.

Brochure - Shareholder Advocacy: Tools of Change

Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert.

Date: 11/21/2013 | Lit #BR10059
PDF icon 456 KB  | Envelope icon
Brochure - Sustainable and Responsible Investing in Retirement Plans thumbnail image.

Brochure - Sustainable and Responsible Investing in Retirement Plans

Advisors Only. Calvert believes that applying a sustainability lens to investing is a critical metric that allows retirement plans to better manage risk and better identify opportunities for excess return. This guide describes the benefits and results of adding SRI funds to your plan.

Date: 11/6/2013 | Lit #BR20048
PDF icon 5167 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1607 KB  | Envelope icon
Letter - SRI Generic Sales Letter thumbnail image.

Letter - SRI Generic Sales Letter

SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI).  

Date: 5/10/2012 | Lit #LT10030 | FINRA Letter
DOCX icon 26 KB  | Envelope icon
Letter - SRI Generic Sales Letter (UBS Only) thumbnail image.

Letter - SRI Generic Sales Letter (UBS Only)

SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI). This version is for UBS only.  

Date: 5/10/2012 | Lit #LT10031
DOCX icon 27 KB  | Envelope icon
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1607 KB  | Envelope icon

G303 (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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