Calvert for Financial Advisors:
Value-Added Resources

Solutions - The Decade Ahead: UBS Wealth Management Research

Calvert Funds aligned with six of the ten UBS investment themes outlined in their 2011 report, "The Decade Ahead". 

Solutions - The Decade Ahead: UBS Wealth Management Research

Calvert Funds aligned with six of the ten UBS investment themes outlined in their 2011 report, "The Decade Ahead". 

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.

Tool - Fixed Income Winners and Losers

Use this chart to show the rotating performance of fixed-income categories from 2002 to 2011.

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.

Brochure - Are you interested in investing for a greener future?

This brochure will help you connect with environmental investors (existing clients or prospects) by explaining Calvert's rigorous approach to analyzing a company's environmental policies, practices and performance as part of the investment selection process and in targeting advocacy and policy actions.

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.

Brochure - Are you interested in investing for a greener future?

This brochure will help you connect with environmental investors (existing clients or prospects) by explaining Calvert's rigorous approach to analyzing a company's environmental policies, practices and performance as part of the investment selection process and in targeting advocacy and policy actions.

Postcard - SRI Conference Takeaway

This card is designed to be used at tradeshow or conference literature tables as a light and easy takeaway for prospects. It provides a basic definition of SRI and prominently features a call to action to visit Calvert’s website. Calvert’s Know What You Own® and Advisor Finder Service® are also highlighted.

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.

Brochure - 2010 Calvert Diversity Report Highlights Brochure

This brochure highlights the methodology and four key findings of Calvert’s 2010 Diversity Report titled Examining the Cracks in the Glass Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. This piece also features information on the Calvert Women’s Principles® and the ongoing work that Calvert is doing to support women’s equality issues through sustainable and responsible investing

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.

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.

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition)

Download a PDF version of Calvert’s 2010 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.

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.

Postcard - Calvert Women's Principles Bookmark

Presentation - 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. Earn the opportunity to become a trusted advisor by helping women prepare for a potential divorce, or deal with the realities of a current separation, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance.

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality

This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100.

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality - ML Only

This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. ML Reps Only

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.

Presentation - Women and Entrepreneurship

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.

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.

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.

Women & Climate Change

This flyer examines the negative impact that climate change is having on women--particularly women in developing countries. It provides examples of how Sustainable and Responsible Investors using any one of Calvert's three unique approaches to SRI can make a difference through their investment portfolios.

Women Investors: Five Ways to Maximize Your Financial Future

This flier teaches women ways they can maximize their financial options to prepare for a secure future.