Calvert for Institutional Investors
Institutional Resources

Fund Snapshot - Calvert High Yield Bond Fund 1Q 2013 thumbnail image.
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Fund Snapshot - Institutional -  Calvert Capital Accumulation Fund 1Q 2013 (A Shares at NAV) thumbnail image.
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Fund Snapshot - Institutional -  Calvert Capital Accumulation Snapshot 1Q 2013  (I Shares) thumbnail image.
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Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (A Shares at NAV)

This investment snapshot provides key points regarding high-quality growth stocks and this fund. .

Date: 3/31/2013 | Lit #TL20919
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Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (I Shares) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (I Shares)

This investment snapshot provides key points regarding high-quality growth stocks and this fund.

Date: 3/31/2013 | Lit #TL20798
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Fund Snapshot - Institutional - Calvert High Yield Bond Fund 1Q 2013 (I Shares) thumbnail image.
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Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 1Q 2013 (A Shares at NAV) thumbnail image.
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Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 1Q 2013 (I Shares) thumbnail image.
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Fund Snapshot - Institutional - Ultra-Short Income Fund 1Q 2013 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Ultra-Short Income Fund 1Q 2013 (A Shares at NAV)

Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 3/31/2013 | Lit #TL20970
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Fund Snapshot - Institutional - VP SRI Equity Portfolio 1Q 2013 thumbnail image.
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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: 2/7/2012 | Lit #WP10001
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White Paper:  Effective Supply Chain Accountability thumbnail image.

White Paper: Effective Supply Chain Accountability

This document provides guidance for-and strongly encourages-companies to go beyond minimum compliance with The California Transparency in Supply Chains Act (SB 657) by implementing a comprehensive human rights framework. The information in this document includes a brief summary of the law, the business case for compliance, shareholder expectations, and the key elements of a comprehensive human rights due diligence framework.

Date: 11/17/2011 | Lit #WP10009
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Fund Snapshot - Calvert High Yield Bond Fund 1Q 2013 thumbnail image.
PDF icon 921 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional -  Calvert Capital Accumulation Fund 1Q 2013 (A Shares at NAV) thumbnail image.
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Fund Snapshot - Institutional -  Calvert Capital Accumulation Snapshot 1Q 2013  (I Shares) thumbnail image.
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Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (A Shares at NAV)

This investment snapshot provides key points regarding high-quality growth stocks and this fund. .

Date: 3/31/2013 | Lit #TL20919
PDF icon 578 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (I Shares) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 1Q 2013 (I Shares)

This investment snapshot provides key points regarding high-quality growth stocks and this fund.

Date: 3/31/2013 | Lit #TL20798
PDF icon 592 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert High Yield Bond Fund 1Q 2013 (I Shares) thumbnail image.
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Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 1Q 2013 (A Shares at NAV) thumbnail image.
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Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 1Q 2013 (I Shares) thumbnail image.
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Fund Snapshot - Institutional - Ultra-Short Income Fund 1Q 2013 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Ultra-Short Income Fund 1Q 2013 (A Shares at NAV)

Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 3/31/2013 | Lit #TL20970
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Fund Snapshot - Institutional - VP SRI Equity Portfolio 1Q 2013 thumbnail image.
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Performance at a Glance 3Q 2012 VP thumbnail image.

Performance at a Glance 3Q 2012 VP

This condensed, one-page guide to fund performance shows fund and benchmark returns for the most recent quarter. For Institutional use only.

Date: 12/31/2012 | Lit #TL40141
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Tool - SRI Criteria for Calvert/Atlanta Capital SRI Large Cap Strategy thumbnail image.

Tool - SRI Criteria for Calvert/Atlanta Capital SRI Large Cap Strategy

This provides an overview of the sustainable and responsible investment criteria for the Calvert/Atlanta Capital SRI Strategy. (Strategy available at Merrill Lynch only.)

Date: 1/31/2013 | Lit #TL10162
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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: 3/28/2013 | Lit #TL10164
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Performance at a Glance 3Q 2012 VP thumbnail image.

Performance at a Glance 3Q 2012 VP

This condensed, one-page guide to fund performance shows fund and benchmark returns for the most recent quarter. For Institutional use only.

Date: 12/31/2012 | Lit #TL40141
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Brochure - Calvert Institutional Corporate Brochure thumbnail image.
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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: 6/28/2012 | Lit #BR10078
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Brochure - Investments That Make A Difference thumbnail image.

Brochure - Investments That Make A Difference

This guide details Calvert's social investment strategy, from the unique social and environmental analysis of prospective investments to shareholder advocacy, social venture capital, and community investing.

Date: 1/25/2012 | Lit #BR10069
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Brochure - Quality: The Third Dimension thumbnail image.

Brochure - Quality: The Third Dimension

How “Quality” Can Impact Portfolio Performance: Most equity investors analyze the level of diversification and risk of their portfolios primarily in two dimensions – size (or market capitalization) and investment style (growth, value and core). However, there is a third dimension – quality – which can significantly influence a portfolio’s risk and return characteristics over time.

Date: 6/19/2012 | Lit #BR20085
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Calvert's Corporate Sustainability Report - 2008-2010 thumbnail image.

Calvert's Corporate Sustainability Report - 2008-2010

Provides a comprehensive overview of Calvert's efforts to integrate corporate responsibility throughout the entire company.

Date: 12/22/2011 | Lit #BR10075
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I701 (4/09)