Calvert News & Commentary

Calvert Social Index Additions


July 29, 2014// BETHESDA, MD// — Calvert’s Sustainability Research Department has submitted the following recommendation regarding companies that are newly eligible to join the universe from which the 2014 Calvert Social Index® will be constructed. If approved, the following recommendations will be effective when the Calvert Social Index Committee convenes its quarterly meeting in September 2014 to conclude the annual reconstitution process for the Calvert Social Index.


The following companies have recently been reviewed and meet the Index’s sustainability standards:

  • Alnylam Pharmaceuticals, Inc. (NASDAX: ALNY)
  • Team Health Holdings, Inc. (NYSE: TMH)
  • Voya Financial, Inc. (NYSE: VOYA)
  • Financial Engines, Inc. (NASDAQ: FNGN)
  • Altisource Portfolio Solutions (NASDAQ: ASPS)
  • Splunk, Inc. (NASDAQ: SPLK)
  • ServiceNow, Inc. (NYSE: NOW)
  • Medidata Solutions, Inc. (NASDAQ: MDSO)
  • Guidewire Software, Inc. (NYSE: GWRE)
  • OpenTable, Inc. (NASDAQ: OPEN)

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 Calvert’s sustainable and responsible criteria make up the Calvert Social Index.

All corporate actions and changes within the Calvert Social Index are made public only at

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Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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