Today's Responsible Investing isn’t simply about excluding "sin" stocks. It's about investing to achieve both a positive impact on society and favorable investment results.
It turns out that embracing environmental, social and governance (ESG) responsibilities is good business. And investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values.
Responsible Investing is entering the mainstream. In 2016, in the U.S. alone more than $8.5 trillion was invested with consideration of responsible investment criteria — a 33% increase since 2014.*
Recent research suggests that implementation of sustainable business practices can create efficiencies that increase shareholder value and mitigate risk.**
For example, initiatives to reduce and reuse waste, improve energy efficiency or conserve natural resources can produce savings that flow to a company’s bottom line. Likewise, companies with strong governance may potentially avoid costly workforce problems or regulatory sanctions.
Calvert is a recognized leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact.
In 1982, Calvert Balanced Portfolio was founded as the first mutual fund to oppose investing in companies that support apartheid in South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds managed in accordance with the Calvert Principles for Responsible Investment.
Through the years, the Calvert Funds have stayed at the forefront of Responsible Investing, applying innovative investment strategies, groundbreaking research, shareholder advocacy programs and public policy initiatives. Today, we’re helping a new generation of investors see financial potential through the lens of environmental, social and governance (ESG) factors.* "U.S. Sustainable, Responsible and Impact Investing Trends 2016," US SIF Foundation (The Forum for Sustainable and Responsible Investment). Calvert was a sponsor of this study.