Calvert for Institutional Investors
Institutional Resources

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Brochures

Brochure - Calvert Institutional Corporate Brochure thumbnail image.

Brochure - Calvert Institutional Corporate Brochure

Date: 8/31/2010 | Lit #BR20049
PDF icon 6227 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure - Calvert Investments -- A Leading Asset Manager Dedicated to Serving Financial Advisors thumbnail image.

Brochure - Calvert Investments -- A Leading Asset Manager Dedicated to Serving Financial Advisors

Date: 6/7/2011 | Lit #BR20056
PDF icon 306 KB  | Envelope icon  |  Access to this document is limited to registered users
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
PDF icon 2248 KB  | Envelope icon
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
PDF icon 3031 KB  | Envelope icon

Fund Snapshots

Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (A Shares at NAV)

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

Date: 12/31/2011 | Lit #TL20919
PDF icon 926 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (I Shares) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (I Shares)

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

Date: 12/31/2011 | Lit #TL20798
PDF icon 950 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (A Shares at NAV)

Date: 9/30/2011 | Lit #TL20923
PDF icon 310 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (I Shares) thumbnail image.

Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (I Shares)

Date: 9/30/2011 | Lit #TL20512
PDF icon 308 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Ultra-Short Income Fund 4Q 2011 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Ultra-Short Income Fund 4Q 2011 (A Shares at NAV)

Date: 12/31/2011 | Lit #TL20970
PDF icon 1175 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - VP SRI Equity Portfolio 3Q 2011 thumbnail image.

Fund Snapshot - Institutional - VP SRI Equity Portfolio 3Q 2011

Date: 9/30/2011 | Lit #TL40396
PDF icon 550 KB  | Envelope icon  |  Access to this document is limited to registered users

Performance

Performance at a Glance 4Q 2011 (A Shares at NAV) thumbnail image.

Performance at a Glance 4Q 2011 (A Shares at NAV)

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

Date: 12/31/2011 | Lit #TL20064
PDF icon 164 KB  | Envelope icon  |  Access to this document is limited to registered users
Performance at a Glance 4Q 2011 (I Shares) thumbnail image.

Performance at a Glance 4Q 2011 (I Shares)

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

Date: 12/31/2011 | Lit #TL20063
PDF icon 144 KB  | Envelope icon  |  Access to this document is limited to registered users

Tools

Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (A Shares at NAV)

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

Date: 12/31/2011 | Lit #TL20919
PDF icon 926 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (I Shares) thumbnail image.

Fund Snapshot - Institutional - Calvert Equity Portfolio 4Q 2011 (I Shares)

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

Date: 12/31/2011 | Lit #TL20798
PDF icon 950 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (A Shares at NAV)

Date: 9/30/2011 | Lit #TL20923
PDF icon 310 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (I Shares) thumbnail image.

Fund Snapshot - Institutional - Calvert Short Duration Income Strategy 3Q 2011 (I Shares)

Date: 9/30/2011 | Lit #TL20512
PDF icon 308 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - Ultra-Short Income Fund 4Q 2011 (A Shares at NAV) thumbnail image.

Fund Snapshot - Institutional - Ultra-Short Income Fund 4Q 2011 (A Shares at NAV)

Date: 12/31/2011 | Lit #TL20970
PDF icon 1175 KB  | Envelope icon  |  Access to this document is limited to registered users
Fund Snapshot - Institutional - VP SRI Equity Portfolio 3Q 2011 thumbnail image.

Fund Snapshot - Institutional - VP SRI Equity Portfolio 3Q 2011

Date: 9/30/2011 | Lit #TL40396
PDF icon 550 KB  | Envelope icon  |  Access to this document is limited to registered users
Insights - Active Share thumbnail image.

Insights - Active Share

How active is your portfolio manager? A new portfolio metric, "active share" can be used to answer that question. This piece provides an overview of active share metric and how it applies to Calvert Equity Portfolio.

Date: 6/6/2011 | Lit #TL10128
PDF icon 345 KB  | Envelope icon
Performance at a Glance 4Q 2011 (A Shares at NAV) thumbnail image.

Performance at a Glance 4Q 2011 (A Shares at NAV)

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

Date: 12/31/2011 | Lit #TL20064
PDF icon 164 KB  | Envelope icon  |  Access to this document is limited to registered users
Performance at a Glance 4Q 2011 (I Shares) thumbnail image.

Performance at a Glance 4Q 2011 (I Shares)

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

Date: 12/31/2011 | Lit #TL20063
PDF icon 144 KB  | Envelope icon  |  Access to this document is limited to registered users
Tool - Calvert Signature Strategies: Sustainability Investment Criteria thumbnail image.

Tool - Calvert Signature Strategies: Sustainability Investment Criteria

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

Date: 6/1/2011 | Lit #TL10035
PDF icon 127 KB  | Envelope icon

White Papers

Institutional - White Paper - Active Share thumbnail image.

Institutional - White Paper - Active Share

How active is your portfolio manager? A new portfolio metric, "active share" can be used to answer that question. This piece provides an overview of active share metric and how it applies to Calvert Equity Portfolio.

Date: 6/16/2011 | Lit #WP10007
PDF icon 345 KB  | Envelope icon
White Paper - Bringing Alternative Energy Into Focus thumbnail image.

White Paper - Bringing Alternative Energy Into Focus

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 2010 information and outlook.

Date: 11/19/2010 | Lit #WP10002
PDF icon 676 KB  | Envelope icon
White Paper - The Case for Variable-Rate Securities thumbnail image.

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.

Date: 5/12/2011 | Lit #WP10005
PDF icon 517 KB  | Envelope icon
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
PDF icon 615 KB  | Envelope icon

I701 (4/09)