Calvert Perspective on the Occupy Wall Street Protests

The “Occupy Wall Street” movement has resonated on different levels for a myriad of reasons with most Americans. People in all walks of life are frustrated with the continuing economic insecurity and growing social inequality. They don’t want “business as usual” on Wall Street or more gridlock in Washington. They want sacrifice to be shared; they want fairness. They want to get the economy moving again; they want jobs. They want to regain confidence in America’s promise that the future will bring greater opportunity. And they are willing to come together to find common solutions.

At Calvert we share common values and interests with millions of Americans who want to achieve that greater economic opportunity together with a more just society and a more sustainable planet. We help our half a million shareholders meet their financial goals. And through the power of investment—of what we call sustainable and responsible investment (SRI)—we also provide a platform to change and improve our country and the world.

Here are three examples of Calvert's work on issues that reflect the concerns of the Occupy Wall Street Movement.

           Case Study: Political Contributions and Lobbying           Case Study: Women and Minorities on Corpoprate Boards

We use our ownership interest in hundreds of companies in virtually every industry to not only generate potentially positive returns for investors but to generate long-term social, environmental and economic benefits. We research and analyze companies’ policies and practices to identify those that meet rising standards. We hold companies accountable to those standards—and we push them to become even more responsible—through our shareholder advocacy and our public policy initiatives. And we work together with other investors, advocacy groups, governments, international institutions and directly with individual companies to lift industry standards and strengthen performance…for the benefit of our shareholders.

And we try to find common solutions with all those who may not invest with us but nonetheless share a common stake in working towards a more just society and more sustainable planet.

Read more about Calvert’s unique ability to make an impact on people and communities

One of the defining characteristics of a truly sustainable and responsible investment approach is an emphasis on community investing. Along with seeking positive returns for investors and pushing corporations to do better through shareholder advocacy, SRI investors seek to stimulate positive impacts across the global economy.

At Calvert Investments, we address poverty and access to capital through the High Social Impact Investments Program and the Calvert Social Investment Foundation (Calvert Foundation). We target between 1% and 3% of the assets of select portfolios to what are known as community investments. These investments go to organizations that provide access to affordable credit to those underserved by traditional credit markets. This money is used to create jobs, build homes, and finance community facilities here in the U.S. and in nearly 100 countries around the world.

Calvert makes these investments through the purchase of Community Investment Notes offered by Calvert Foundation. Fifteen years ago, Calvert Foundation was organized as a charitable and educational foundation for the purpose of increasing public awareness and knowledge of the concept of socially responsible investing. It has instituted the Calvert Community Investments program to raise assets from individual and institutional investors and then invest these assets in non-profit or not-for-profit community development organizations, community development banks, cooperatives and social enterprises that focus on low income housing, economic development, business development and other social and environmental considerations in urban and rural communities that may lead to a more just and sustainable society in the U.S. and around the globe.

At Calvert Investments, seeing the work of Calvert Foundation is one of our greatest sources of pride and an ongoing reminder of our larger mission. Please read more about Calvert Foundation’s work on their website, calvertfoundation.org.



Calvert Investment Management, Inc. 4550 Montgomery Ave. Bethesda, MD 20814

The Calvert Social Investment Foundation (Calvert Foundation) is a 501(c)(3) non-profit organization, legally distinct from the Calvert mutual funds and Calvert Investments, Inc. and its affiliates.

The Foundation issues the Community Investment Note, which is subject to certain risks, is not a mutual fund, is not FDIC or SIPC insured, and should not be confused with any Calvert-sponsored investment product.

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Calvert Perspective on Occupy Wall Street

Publication Date: November 15, 2011

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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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