Calvert for Institutional Investors
Performance Guides and Sales Tools

Calvert Green Bond Fund - Harness the full potential of green investing thumbnail image.
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Fund Snapshot - Calvert Equity Portfolio Q3 2014 thumbnail image.

Fund Snapshot - Calvert Equity Portfolio Q3 2014

A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund.

Date: 9/30/2014 | Lit #TL10919
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Fund Snapshot - Calvert Global Water Fund Q3 2014 thumbnail image.

Fund Snapshot - Calvert Global Water Fund Q3 2014

The water sector appeals to many growth-oriented investors for its tremendous long-term potential and portfolio diversification benefits.

Date: 9/30/2014 | Lit #TL10973
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Fund Snapshot - Calvert High Yield Bond Fund Q3 2014 thumbnail image.

Fund Snapshot - Calvert High Yield Bond Fund Q3 2014

Thinking about the potential benefits of high-yield bonds? Calvert High Yield Bond Fund has provided a lower-volatility approach to this category, without sacrificing performance.

Date: 9/30/2014 | Lit #TL10980
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Fund Snapshot - Calvert Short Duration Income Fund 3Q 2014 thumbnail image.

Fund Snapshot - Calvert Short Duration Income Fund 3Q 2014

Calvert Short Duration Income Fund offers a history of principal preservation, an attractive risk/reward profile and long-term consistency. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 9/30/2014 | Lit #TL10923
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Fund Snapshot - Calvert Ultra-Short Income Fund 3Q 2014 thumbnail image.

Fund Snapshot - Calvert Ultra-Short Income Fund 3Q 2014

For investors wary of interest-rate volatility, this ultra-short bond fund offers a history of principal stability and above-average returns, with attractive current income.

Date: 9/30/2014 | Lit #TL10970
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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: 5/24/2013 | Lit #WP10001
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White Paper - Shining a Light on Alternative Energy thumbnail image.

White Paper - Shining a Light on Alternative Energy

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 2012 information and outlook.

Date: 4/3/2012 | Lit #WP10002
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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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Calvert Funds' Expense Ratios thumbnail image.

Calvert Funds' Expense Ratios

Date: 2/26/2014 | Lit #TL20061
PDF icon 168 KB  | Envelope icon  |  Access to this document is limited to registered users
Calvert Green Bond Fund - Harness the full potential of green investing thumbnail image.
PDF icon 612 KB  | Envelope icon
Fund Snapshot - Calvert Equity Portfolio Q3 2014 thumbnail image.

Fund Snapshot - Calvert Equity Portfolio Q3 2014

A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund.

Date: 9/30/2014 | Lit #TL10919
PDF icon 454 KB  | Envelope icon
Fund Snapshot - Calvert Global Water Fund Q3 2014 thumbnail image.

Fund Snapshot - Calvert Global Water Fund Q3 2014

The water sector appeals to many growth-oriented investors for its tremendous long-term potential and portfolio diversification benefits.

Date: 9/30/2014 | Lit #TL10973
PDF icon 317 KB  | Envelope icon
Fund Snapshot - Calvert High Yield Bond Fund Q3 2014 thumbnail image.

Fund Snapshot - Calvert High Yield Bond Fund Q3 2014

Thinking about the potential benefits of high-yield bonds? Calvert High Yield Bond Fund has provided a lower-volatility approach to this category, without sacrificing performance.

Date: 9/30/2014 | Lit #TL10980
PDF icon 499 KB  | Envelope icon
Fund Snapshot - Calvert Short Duration Income Fund 3Q 2014 thumbnail image.

Fund Snapshot - Calvert Short Duration Income Fund 3Q 2014

Calvert Short Duration Income Fund offers a history of principal preservation, an attractive risk/reward profile and long-term consistency. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 9/30/2014 | Lit #TL10923
PDF icon 447 KB  | Envelope icon
Fund Snapshot - Calvert Ultra-Short Income Fund 3Q 2014 thumbnail image.

Fund Snapshot - Calvert Ultra-Short Income Fund 3Q 2014

For investors wary of interest-rate volatility, this ultra-short bond fund offers a history of principal stability and above-average returns, with attractive current income.

Date: 9/30/2014 | Lit #TL10970
PDF icon 406 KB  | Envelope icon
Quench Your Client’s Thirst for ALPHA with the Calvert Global Water Fund thumbnail image.

Quench Your Client’s Thirst for ALPHA with the Calvert Global Water Fund

This tool is designed to help educate, engage, and activate relationships between Financial Advisors and their clients.

Date: 10/9/2013 | Lit #TL10167
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Tool - Calvert Signature Strategies: Sustainability Investment Criteria thumbnail image.

Tool - Calvert Signature Strategies: Sustainability Investment Criteria

Calvert's sustainablity research analysts examine corporate performance across seven broad areas of concern for Calvert Signature Strategies funds.

Date: 6/18/2013 | Lit #TL10035
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Tool - Make the Connection:  Conversation Guide thumbnail image.

Tool - Make the Connection: Conversation Guide

Actionable ideas and suggested conversation starters to help advisors open up a meaningful dialogue with their female clients and prospects.

Date: 12/2/2014 | Lit #TL10184
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Tool - Make the Connection:  Executive Summary thumbnail image.

Tool - Make the Connection: Executive Summary

An at a-glance resource that distills key concepts and provides a list of the Make the Connection program resources.

Date: 12/2/2014 | Lit #tl10185
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Tool - Why Floating Rate Securities Make Sense in a Rising Rate Environment thumbnail image.

Tool - Why Floating Rate Securities Make Sense in a Rising Rate Environment

Looking for higher short-term income with relatively moderate risk? A short-term bond strategy that includes floating-rate securities may be the right fit.

Date: 6/18/2014 | Lit #TL10181
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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: 12/31/2013 | Lit #TL10164
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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
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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: 4/1/2014 | Lit #BR10078
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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
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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
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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
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Brochure: Calvert Unconstrained Bond Fund: A More Expansive Approach to Fixed-Income Investing thumbnail image.

Brochure: Calvert Unconstrained Bond Fund: A More Expansive Approach to Fixed-Income Investing

In an uncertain investment climate, fixed-income categories may react differently depending on a range of factors in the global and domestic economies and markets. This brochure explains the flexibility of unconstrained bond funds in any type of market environment, and the advantage of the Calvert Unconstrained Bond Fund in particular.

Date: 11/7/2014 | Lit #BR10088
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Brochure: Gain Income Potential with Dividend-Paying Stocks thumbnail image.

Brochure: Gain Income Potential with Dividend-Paying Stocks

A strategy for investors seeking to diversify their income stream while managing volatility

Date: 8/7/2014 | Lit #BR10087
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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)

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.

This site intended for citizens and permanent residents of the United States of America.