Green Fixed Income - A Core Strategy Offering Diversification and Alpha
An Institutional Investor webcast replay
Key topics include:
- The Green Fixed Income market and the growing demand for new issuance
- Generating alpha through investing in companies focused on environmental solutions
- Building a core diversified portfolio focusing on strong relative return
- Cathy Roy, CFA, Senior Vice President and Chief Investment Officer, Fixed Income
- James Lee, Senior Securities Analyst
- Rebecca Henson, Senior Sustainability Analyst, Calvert Investment Management, Inc.
|Average Annual Total Returns for Period Ended 3/31/2013|
|Calvert Institutional ESG / Green Fixed Income Strategy (5/31/2011) Net*||0.34%||0.34%||5.79%||6.90%|
|Barclays U.S. Aggregate Bond Index||-0.12%||-0.12%||3.77%||-||-||4.79%|
*Assumes an annual advisory fee of 0.35% The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investment, when redeemed, may be worth more or less than the amount initially invested. Current performance may be higher or lower than the performance data quoted. Index reflects no deductions for fees or expenses. An investor cannot invest directly in an index. Call Calvert at 800.327.2109 to obtain performance data current to the most recent month-end. Accounts managed by Calvert Investment Management, Inc. may or may not invest in, and Calvert is not recommending any action on, any companies listed.
Investing involves risk, including possible loss of principal invested.
Calvert Institutional ESG/Green Fixed Income Strategy is a separately managed account strategy available only to institutional and high net worth clients. It is not a mutual fund. For more information on this strategy, please contact Blair Cahoon, Calvert Investment Distributors, Inc., at 805.527.2109. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing.
Calvert Investment Management, Inc., 4550 Montgomery Avenue Bethesda, MD 20814
FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION