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Value Added Sales Materials

Calvert for Financial Advisors:
Value-Added Resources

Financial Advisors

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	Brochure - Divorce Booklet An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved educational booklet helps women prepare for a potential divorce or deal with the realities of a current separation. Date: 10/18/2011 \| Lit #BR10071 \| FINRA Letter	2646 KB \|
	Brochure - Entrepreneurship Booklet Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession. Date: 10/18/2011 \| Lit #BR10073 \| FINRA Letter	1784 KB \|
	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	5304 KB \|
	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: 6/28/2012 \| Lit #BR10078 \| FINRA Letter	3739 KB \|
	Brochure - Widowhood Booklet Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved educational booklet helps women prepare for a future loss or deal with the realities of a recent loss. Date: 10/18/2011 \| Lit #BR10072 \| FINRA Letter	1805 KB \|
	Invitation - Divorce: Beyond Emotions An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. Use this invitation to welcome women who are preparing for a potential divorce, or dealing with the realities of a current separation, to your seminar. Please consider carefully how you identify and invite your prospective audience for such a seminar topic. Date: 4/26/2012 \| Lit #PD10021 \| FINRA Letter	597 KB \|
	LGBT Women Poster – Your Money or Your Heart 18.x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10053	3099 KB \|
	LGBT Women Poster – Your Money or Your Heart 22.x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10054	3090 KB \|
	LGBT Women Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10052	1063 KB \|
	Presentation - Widowhood: Coping with Loss Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance. Date: 7/13/2011 \| Lit #PT10081 \| FINRA Letter	2684 KB \| \|
	Tool - Divorce Checklist An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved checklist tool helps women prepare for a potential divorce or deal with the realities of a current separation. Date: 10/18/2011 \| Lit #TL10144 \| FINRA Letter	291 KB \|
	Tool - Widowhood Checklist Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved checklist tool helps women prepare for a future loss or deal with the realities of a recent loss. Date: 10/18/2011 \| Lit #TL10145	296 KB \|
	Women Poster – Let Your Investments be Your Voice 18 x 24 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/30/2013 \| Lit #SG10047	2644 KB \|
	Women Poster – Let Your Investments be Your Voice 22x28 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10048	2654 KB \|
	Women Poster – Let Your Investments be Your Voice 8.5x11 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10046	835 KB \|

	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	486 KB \|
	Tool - Avoid Closet Indexing with Active Share Use this piece with your clients to explain how active share can be used to evaluate funds and avoid closet indexers. A closet indexer is a passive investment with active management fees. This piece shows the active shares and tracking errors of four Calvert funds. It can be used alone or with “How Active is Your Portfolio Manager?” Date: 7/3/2012 \| Lit #TL10155	308 KB \|
	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: 12/31/2012 \| Lit #TL10075 \| FINRA Letter	252 KB \|

	Brochure - Investing for LGBT Equality This tri-fold brochure targets the LGBT investor market with a message about how an SRI investment approach can provide value while reflecting an LGBT investor’s values. Date: 6/30/2011 \| Lit #BR10034 \| FINRA Letter	343 KB \|
	Family Poster – Investing in What’s Ahead 18x24 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10044	1139 KB \|
	Family Poster – Investing in What’s Ahead 22x28 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10045	\| \|
	Family Poster – Investing in What’s Ahead 8.5x11 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10043	1168 KB \|
	LGBT Men Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10049	918 KB \|
	LGBT Men Poster – Your Money or Your Heart18 x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10050	3974 KB \|
	LGBT Men Poster – Your Money or Your Heart22 x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10051	3966 KB \|
	LGBT Women Poster – Your Money or Your Heart 18.x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10053	3099 KB \|
	LGBT Women Poster – Your Money or Your Heart 22.x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10054	3090 KB \|
	LGBT Women Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10052	1063 KB \|
	Women Poster – Let Your Investments be Your Voice 18 x 24 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/30/2013 \| Lit #SG10047	2644 KB \|
	Women Poster – Let Your Investments be Your Voice 22x28 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10048	2654 KB \|
	Women Poster – Let Your Investments be Your Voice 8.5x11 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10046	835 KB \|

	Brochure - 2012 Shareholder Advocacy Report 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: 11/20/2012 \| Lit #BR10059 \| FINRA Letter	439 KB \|
	Environmental Poster – Why Can’t They Thrive Together 18.x24 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10041	4986 KB \|
	Environmental Poster – Why Can’t They Thrive Together 22.x28 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10042	4983 KB \|
	Environmental Poster – Why Can’t They Thrive Together 8.5x11 Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too. Date: 6/26/2012 \| Lit #SG10040	1470 KB \|
	Family Poster – Investing in What’s Ahead 18x24 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10044	1139 KB \|
	Family Poster – Investing in What’s Ahead 22x28 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10045	\| \|
	Family Poster – Investing in What’s Ahead 8.5x11 Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life. Date: 6/26/2012 \| Lit #SG10043	1168 KB \|
	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	26 KB \|
	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	27 KB \|
	LGBT Men Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10049	918 KB \|
	LGBT Men Poster – Your Money or Your Heart18 x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10050	3974 KB \|
	LGBT Men Poster – Your Money or Your Heart22 x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10051	3966 KB \|
	LGBT Women Poster – Your Money or Your Heart 18.x24 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10053	3099 KB \|
	LGBT Women Poster – Your Money or Your Heart 22.x28 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10054	3090 KB \|
	LGBT Women Poster – Your Money or Your Heart 8.5x11 For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing. Date: 6/26/2012 \| Lit #SG10052	1063 KB \|
	Women Poster – Let Your Investments be Your Voice 18 x 24 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/30/2013 \| Lit #SG10047	2644 KB \|
	Women Poster – Let Your Investments be Your Voice 22x28 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10048	2654 KB \|
	Women Poster – Let Your Investments be Your Voice 8.5x11 For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world. Date: 6/26/2012 \| Lit #SG10046	835 KB \|

G303 (4/09)

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For more information on any Calvert fund, please contact Calvert at 800.368.2748 for a free summary prospectus and/or prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.