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Equity Investment Process

Calvert leverages the expertise of premier sub-advisors, an in-house equities portfolio management team, and our sustainability research department to manage a full range of small-cap, mid-cap, large-cap, balanced, and asset allocation investment options with diverse investment strategies across domestic, international, sector, and global investment strategies and styles.

Because we engage both internal and external investment-management skill, our investors benefit from:

  • Broad and varied views of the global markets
  • A diverse range of equity research expertise
  • Independent investment thinking
  • A potentially lower correlation of same-company holdings across our portfolios

Integration of ESG Factors: Merging Values with Valuations

Calvert has long been a leader in sustainable and responsible investing and in integrating environmental, social, and governance (ESG) factors into our investment decisions.

The increasing availability of information on ESG practices and their impacts on company performance is forcing companies to upgrade their standards and actions across a wide range of business areas. Rather than risking backlash from regulators, the public, or investors, companies are now trying to manage and mitigate these risks to protect their brand value and ensure continued demand for their products.

Calvert has developed sophisticated analytical approaches that enable our analysts and portfolio managers to quantify ESG issues in our valuations and in the buy and sell decisions of many of our equity portfolios, seeking to identify those companies that manage their ESG impacts sustainably and create the most shareholder value. This robust ESG integration process also helps us identify, and may lower the potential risks associated with, ESG factors across these equity portfolios.

Three Distinct Types of SRI Strategies

Together, Calvert and its sub-advisors research and analyze investments for inclusion in Calvert's portfolios using a broad sustainable and responsible investing (SRI) approach that integrates ESG factors. Calvert's three distinct types of SRI strategies are managed for competitive long-term risk-adjusted returns.

Calvert Signature™ Strategies: Calvert's traditional approach that evaluates companies according to rigorous financial criteria along with corporate social responsibility criteria.

Calvert Solution™ Strategies: A thematic or sector-based approach that invests selectively in companies geared toward solving some of today's most pressing environmental and social challenges.

Calvert SAGE™ Strategies: An approach that emphasizes strategic engagement with companies to advance their performance in specific environmental, social, and governance areas.

Calvert Equity Portfolios

Equity Funds
  Share Class Ticker Symbol CUSIP Fund #
Large Cap
Calvert Equity Income Fund A CEIAX 131619884 982
  C CEICX 131619876 482
  Y CEIYX 131619868 583
Calvert Equity Portfolio A CSIEX 131618308 919
  B CSEBX 131618852 248
  C CSECX 131618704 619
  Y CIEYX 131618589 369
Calvert Large Cap Core Portfolio A CMIFX 131618803 910
  B CDXBX 131618886 203
  C CMICX 131618878 610
  Y CLYCX 131618571 540
Calvert Large Cap Value Fund A CLVAX 131619504 979
  C CLVCX 131619801 601
  Y CLVYX 131619702 379
Calvert Social Index Fund A CSXAX 131582785 933
  B CSXBX 131582777 433
  C CSXCX 131582769 633
  Y CISYX 131582355 553
Mid Cap
Calvert Capital Accumulation Fund A CCAFX 131649303 914
  B CWCBX 131649600 222
  C CCACX 131649402 614
  Y CCAYX 131649824 342
Small Cap
Calvert Small Cap Fund A CCVAX 13161P508 960
  B CSCBX 13161P706 465
  C CSCCX 13161P805 659
  Y CSCYX 13161P748 866
International
Calvert Emerging Markets Equity Fund A CVMAX 131649816 1068
  C CVMCX 131649790 1168
  Y CVMYX 131649782 1268
Calvert Global Alternative Energy Fund A CGAEX 13161P847 971
  C CGACX 13161P821 666
  Y CGAYX 13161P755 365
Calvert Global Water Fund A CFWAX 13161P797 973
  C CFWCX 13161P789 600
  Y CFWYX 13161P771 350
Calvert International Equity Fund A CWVGX 131649105 926
  B CWVBX 131649501 223
  C CWVCX 131649204 626
  Y CWEYX 131649840 363
Calvert International Opportunities Fund A CIOAX 131649881 972
  C COICX 131649865 651
  Y CWVYX 131649832 361

Investment in mutual funds involves risk, including possible loss of principal invested.

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Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

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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