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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
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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.
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439 KB
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Trifold style brochure describing the Non-DC Resident College Savings Plan updated for 2010-2011.
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259 KB
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Trifold style brochure describing the DC Resident College Savings Plan updated for 2012-2013.
Date: 9/24/2012 |
Lit #BR10030
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354 KB
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A guide to select Calvert bond funds with an overview of Calvert’s fixed-income capabilities.
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2564 KB
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DC College Savings Plan Investments Brochure. Client-approved
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261 KB
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DC College Savings Plan Folder - For Non-DC Residents. Broker only.
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DC College Savings Plan Brochure. Client-approved - For Non-DC Residents.
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3006 KB
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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.
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2646 KB
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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.
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1784 KB
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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.
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5304 KB
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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
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486 KB
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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.
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343 KB
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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.
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3739 KB
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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.
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4261 KB
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Calvert: 30 Years of Empowering Investors to Make a Difference. This client-approved piece will introduce your prospects to the many advantages of investing with Calvert.
Date: 8/10/2010 |
Lit #BR10039
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4543 KB
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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.
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1805 KB
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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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3031 KB
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Use this booklet with clients and prospects who attend your seminar or as a stand-alone piece in mailings or face-to-face conversations.
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1370 KB
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This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format.
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792 KB
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This client-approved guide provides in-depth fund and performance information.
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6590 KB
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A comparative look at tax-advantaged Retirement Programs.
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164 KB
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