Sustainable & Responsible Investing
Solution Criteria

Calvert Solution® Strategies are portfolios that selectively invest in companies that produce products and services geared toward solving some of today's most pressing environmental and sustainability challenges.

In 2007 we launched the first of these portfolios, the Calvert Global Alternative Energy Fund, and in the second half of 2008 we launched the Calvert Global Water Fund - the only Water Fund in the United States that includes advocacy on issues such as fair access to water, reasonable pricing and the overall impact of new technologies on the environment.

In 2012, we introduced the Calvert Emerging Markets Equity Fund, a unique investment that focuses on corporate actions to address global sustainability challenges.

As sector funds, Calvert Global Alternative Energy and Calvert Global Water Funds have additional flexibility toward exclusionary criteria while avoiding companies with poor environmental performance, corporate governance or human rights records. The Calvert Emerging Markets Equity Fund seeks companies that demonstrate credible programs to address global sustainability challenges.

Exclusions

The Calvert Global Water Fund and Calvert Emerging Markets Equity Fund exclude companies that invest in tobacco, weapons, or repressive regimes. The Calvert Global Alternative Energy Fund excludes companies that make new investments in nuclear power.

Criteria for Calvert Solution Strategies Portfolio Eligibility

Calvert reviews holdings by using criteria that are relevant to each sector:

  • For the Calvert Global Alternative Energy Fund, our criteria include core environment, social and governance issues.
  • For the Calvert Global Water Fund, our criteria include disclosure and transparency, equitable and affordable access to water, measures taken to mitigate the effect of climate change, and willingness to participate in stakeholder engagement.
  • The Calvert Emerging Markets Equity Fund seeks companies that demonstrate credible corporate actions to address three broad sustainability challenges:
    • Development, poverty, and health
    • Environment and climate change
    • Rights and governance

B131

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.

This site intended for citizens and permanent residents of the United States of America.