Calvert News & Commentary

Carter’s, Inc. (CRI), Zimmer Holdings, Inc. (ZMH) and Steris Corp. (STE) Recommended for Addition to the Calvert Social Index

7/23/2014

July 23, 2014// BETHESDA, MD// — Calvert’s Sustainability Research Department has submitted the following recommendation regarding action within the Calvert Social Index®.If approved, the recommendation will be effective when the Calvert Social Index Committee convenes its quarterly meeting in September 2014.

ADDITIONS

Carter’s, Inc. (NYSE: CRI), a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for human rights. The company has significantly improved disclosure of its human rights policies and management system. If approved, the addition will take place in September 2014.

Zimmer Holdings, Inc. (NYSE: ZMH), a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for product marketing and governance and ethics. The company has significantly improved disclosure of its key ESG risks. If approved, the addition will take place in September 2014.

STERIS Corp. (NYSE: STE), a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for environment and product impact. The company has significantly improved its disclosure of product safety and environmental impact management and performance. If approved, the addition will take place in September 2014

DELETIONS

None.

What is the Calvert Social Index?

Calvert, a leader in sustainable and responsible investing, has created the Calvert Social Index, a broad-based, rigorously constructed benchmark for measuring the performance of US-based sustainable and responsible companies.

How is the Calvert Social Index constructed?

Calvert starts by taking the 1,000 largest companies in the US, based on total market capitalization, included in the Dow Jones Total Market Index (the “Dow Jones TMI”). The Dow Jones TMI represents the top 95% of U.S. companies based on float-adjusted market capitalization, excluding the very smallest and least–liquid stocks. Calvert's Sustainability Research Department then analyzes each company. A sustainability audit is conducted in the following areas: governance and ethics; environment; workplace; product safety and impact; community relations; international operations and human rights; and indigenous peoples’ rights. The stocks that meet all of the Index's sustainable and responsible criteria make up the Calvert Social Index.

All corportate actions and changes within the Calvert Social Index are made public only at Calvert.com: www.calvert.com/sri-index.html

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