Calvert's Sustainability Criteria

Calvert applies its expertise in sustainable and responsible investing across a range of strategies to offer investors greater choice and to work toward influencing a broader range of companies. Each of our SRI investment products follows one of our three distinct SRI approaches: Calvert Signature® Calvert Solution® or Calvert SAGE™ Strategies.

Read more about the strategies and criteria for our three approaches.(PDF)

Calvert Sustainability Criteria

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    Calvert Signature Strategies: Criteria

    Calvert's sustainability analysts examine corporate performance in seven broad areas of concern for Calvert's Signature Strategies Funds.

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    Calvert Solution Strategies: Criteria

    Calvert's sustainability analysts examine corporate performance in seven broad areas of concern; these Solution Funds have additional flexibility toward exclusions.

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    Calvert SAGE Strategies: Criteria

    Our SAGE Strategies offer investors new opportunities to make an impact with companies never before held in our longstanding sustainable and responsible funds.

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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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