Newsletters & Brochures

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Invision - CURRENT - Fall 2013 thumbnail image.

Invision - CURRENT - Fall 2013

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, SRI, portfolio managers and "housekeeping" issues.

Date: 9/30/2013 | Lit #NL10009 | FINRA Letter
PDF icon 363 KB  | Envelope icon
Invision - Summer 2013 thumbnail image.

Invision - Summer 2013

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers, SRI and "housekeeping" issues.

Date: 7/1/2013 | Lit #NL10012 | FINRA Letter
PDF icon 318 KB  | Envelope icon
Advisor Program Overview - Green Investing : Emerging Trends Could Power the Growth of Your Business thumbnail image.

Advisor Program Overview - Green Investing : Emerging Trends Could Power the Growth of Your Business

For advisors only. This tool explains the emerging trends in green investing that could be powerful drivers of new business for advisors in the coming years. This tool provides tips for approaching clients and prospects on this topic and summarizes the broad range of tools available through this Resource Series.

Date: 4/16/2012 | Lit #BR10043
PDF icon 4084 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure - 529 Plan:  Non-DC Resident Trifold Brochure thumbnail image.

Brochure - 529 Plan: Non-DC Resident Trifold Brochure

Trifold style brochure describing the Non-DC Resident College Savings Plan updated for 2010-2011.

Date: 9/24/2012 | Lit #BR10031 | FINRA Letter
PDF icon 259 KB  | Envelope icon
Brochure - 529 Plan: DC Resident Trifold Brochure thumbnail image.

Brochure - 529 Plan: DC Resident Trifold Brochure

Trifold style brochure describing the DC Resident College Savings Plan updated for 2012-2013.

Date: 9/24/2012 | Lit #BR10030
PDF icon 354 KB  | Envelope icon
Brochure - Calvert Bond Funds: Managing Risk and Striving for Superior Performance thumbnail image.

Brochure - Calvert Bond Funds: Managing Risk and Striving for Superior Performance

A guide to select Calvert bond funds with an overview of Calvert’s fixed-income capabilities.

Date: 6/15/2012 | Lit #BR10077 | FINRA Letter
PDF icon 2564 KB  | Envelope icon
Brochure - DC College Savings Plan Investment Options thumbnail image.

Brochure - DC College Savings Plan Investment Options

DC College Savings Plan Investments Brochure. Client-approved

Date: 9/28/2012 | Lit #BR10017 | FINRA Letter
PDF icon 261 KB  | Envelope icon
Brochure - DC College Savings Plan Investment Performance thumbnail image.

Brochure - DC College Savings Plan Investment Performance

Quarterly Performance reporting on the DC College Savings Plan as managed by Calvert Investments.

Date: 9/30/2013 | Lit #BR10065 | FINRA Letter
PDF icon 222 KB  | Envelope icon
Brochure - DC College Savings Plan National Broker Folder thumbnail image.

Brochure - DC College Savings Plan National Broker Folder

DC College Savings Plan Folder - For Non-DC Residents. Broker only.

Date: 9/28/2012 | Lit #BR10009 | FINRA Letter
PDF icon 862 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure - DC College Savings Plan National Client Brochure thumbnail image.

Brochure - DC College Savings Plan National Client Brochure

DC College Savings Plan Brochure. Client-approved - For Non-DC Residents.

Date: 9/28/2012 | Lit #BR10008 | FINRA Letter
PDF icon 3006 KB  | Envelope icon
Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) thumbnail image.

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
PDF icon 5304 KB  | Envelope icon
Brochure - How Active is Your Portfolio Manager? thumbnail image.

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
PDF icon 486 KB  | Envelope icon
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 | FINRA Letter
PDF icon 2541 KB  | Envelope icon
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 | FINRA Letter
PDF icon 4261 KB  | Envelope icon
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
PDF icon 456 KB  | Envelope icon
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
PDF icon 5167 KB  | Envelope icon  |  Access to this document is limited to registered users
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 | FINRA Letter
PDF icon 1247 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
Client/Prospect Brochure or Seminar Handout – Green: The New Color of Investment Opportunity thumbnail image.

Client/Prospect Brochure or Seminar Handout – Green: The New Color of Investment Opportunity

Use this booklet with clients and prospects who attend your seminar or as a stand-alone piece in mailings or face-to-face conversations.

Date: 4/16/2012 | Lit #BR10042 | FINRA Letter
PDF icon 1370 KB  | Envelope icon
Funds at a Glance 4Q 2013 thumbnail image.

Funds at a Glance 4Q 2013

This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format.

Date: 12/31/2013 | Lit #BR10047 | FINRA Letter
PDF icon 2474 KB  | Envelope icon
Funds Performance Guide Q4 2013 thumbnail image.

Funds Performance Guide Q4 2013

This client-approved guide provides in-depth fund and performance information.

Date: 12/31/2013 | Lit #BR10046 | FINRA Letter
PDF icon 6588 KB  | Envelope icon
Retirement Grid: Investing for Retirement thumbnail image.

Retirement Grid: Investing for Retirement

A comparative look at tax-advantaged Retirement Programs.

Date: 1/8/2014 | Lit #BR10051 | FINRA Letter
PDF icon 184 KB  | Envelope icon

E 103 (3/09)