Calvert Investments - ~SRI - Investing with Calvert Means Investing in Women

At Calvert we recognize that equality and diversity are as important to you as they are to us. That’s why, in June 2004, in partnership with the United National Development Fund for Women (UNIFEM), Calvert launched the Calvert Women’s Principles^®: the First Global Code of Corporate Conduct focused exclusively on empowering, advancing, and investing in women worldwide. And today, the Calvert Women’s Principles form the foundation of two key initiatives that are impacting women around the world.

The Gender Equality Principles Initiative (GEP)

The Gender Equality Principles Initiative (GEP), a joint effort in partnership with the City of San Francisco’s Department on the Status of Women and Verité, translates the Principles into practical policies, guidelines, indicators, and other performance tools. Visit the companion website — www.genderprinciples.org — to evaluate your corporate performance and set measurable targets for improvement.

The Women’s Empowerment Principles (WEP)

The Women’s Empowerment Principles (WEP), spearheaded by the UN Global Compact and UNIFEM, aims to engage with global businesses on steps they can take to advance and empower women. Visit the United National Global Compact website to read more about this important initiative.

Through Sustainable and Responsible Investment strategies from Calvert, your portfolio can work to support these same goals. Please explore the many resources that Calvert offers women investors seeking to invest for principle and performance.

Investments

Because one size rarely fits all, Calvert gives women multiple approaches to sustainable and responsible investing.

Review the differences among our Signature, Solution and SAGE investment strategies — each with a different emphasis on how a company’s Environmental, Social and Governance impacts are addressed.

Advocacy

As an active SRI investor, Calvert seeks to engage the companies we invest in on issues critical to the advancement of women. This means actively voting our proxies, bringing shareholder resolutions and dialoguing with corporate leaders.

Read about some of our most recent examples of advocacy efforts here (PDF).

Policy

Calvert is often one of the only investor voices in the policy debates on issues that affect women.

A key issue in the policy arena currently is Board Diversity.

Read about our recent efforts here.

New and Noteworthy

Postcard: Gender Equality Principles (PDF)
Report: Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices in the Calvert Social Index® (PDF)
Report: Calvert Women's Principles®: Empowering, Advancing and Investing in Women Worldwide (PDF)
Flyer: Women and Climate Change (PDF)

Resources for Financial Advisors

To order literature, you need to register with Calvert.com as a financial professional. Registration is quick and easy, and best of all requires no password. Once you register, you will have access to sales ideas, investment concepts, and other resources developed specifically for financial professionals. Click here to get started.

Women

	Brochure - 2010 Calvert Diversity Report Highlights Brochure This brochure highlights the methodology and four key findings of Calvert’s 2010 Diversity Report titled Examining the Cracks in the Glass Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. This piece also features information on the Calvert Women’s Principles® and the ongoing work that Calvert is doing to support women’s equality issues through sustainable and responsible investing Date: 10/31/2010 \| Lit #BR10064	6347 KB \|
	Brochure - Divorce Booklet An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved educational booklet helps women prepare for a potential divorce or deal with the realities of a current separation. Date: 10/18/2011 \| Lit #BR10071 \| FINRA Letter	1889 KB \|
	Brochure - Entrepreneurship Booklet Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession. Date: 10/18/2011 \| Lit #BR10073 \| FINRA Letter	1784 KB \|
	Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition) Download a PDF version of Calvert’s 2010 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity. Date: 10/31/2010 \| Lit #BR10063 \| FINRA Letter	2339 KB \|
	Brochure - Widowhood Booklet Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved educational booklet helps women prepare for a future loss or deal with the realities of a recent loss. Date: 10/18/2011 \| Lit #BR10072 \| FINRA Letter	1762 KB \|
	Postcard - Calvert Women's Principles Bookmark Date: 5/21/2010 \| Lit #PD10006	302 KB \|
	Presentation - Divorce: Beyond Emotions An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. Earn the opportunity to become a trusted advisor by helping women prepare for a potential divorce, or deal with the realities of a current separation, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance. Date: 7/13/2011 \| Lit #PT10080 \| FINRA Letter	2566 KB \| \|
	Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. Date: 11/5/2010 \| Lit #PT10022 \| FINRA Letter	4056 KB \| \|
	Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality - ML Only This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. ML Reps Only Date: 9/30/2010 \| Lit #PT10053 \| FINRA Letter	4070 KB \| \|
	Presentation - Widowhood: Coping with Loss Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance. Date: 7/13/2011 \| Lit #PT10081 \| FINRA Letter	2684 KB \| \|
	Presentation - Women and Entrepreneurship Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession. Date: 10/26/2011 \| Lit #PT10084 \| FINRA Letter	9913 KB \| \|
	Tool - Divorce Checklist An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved checklist tool helps women prepare for a potential divorce or deal with the realities of a current separation. Date: 10/18/2011 \| Lit #TL10144 \| FINRA Letter	291 KB \|
	Tool - Widowhood Checklist Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved checklist tool helps women prepare for a future loss or deal with the realities of a recent loss. Date: 10/18/2011 \| Lit #TL10145	296 KB \|
	Women & Climate Change This flyer examines the negative impact that climate change is having on women--particularly women in developing countries. It provides examples of how Sustainable and Responsible Investors using any one of Calvert's three unique approaches to SRI can make a difference through their investment portfolios. Date: 4/15/2010 \| Lit #TL10093	1230 KB \|
	Women Investors: Five Ways to Maximize Your Financial Future This flier teaches women ways they can maximize their financial options to prepare for a secure future. Date: 10/31/2010 \| Lit #TL10108 \| FINRA Letter	738 KB \|

9886 (11/10)

	Brochure - 2010 Calvert Diversity Report Highlights Brochure This brochure highlights the methodology and four key findings of Calvert’s 2010 Diversity Report titled Examining the Cracks in the Glass Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. This piece also features information on the Calvert Women’s Principles® and the ongoing work that Calvert is doing to support women’s equality issues through sustainable and responsible investing Date: 10/31/2010 \| Lit #BR10064	6347 KB \|
	Brochure - Divorce Booklet An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved educational booklet helps women prepare for a potential divorce or deal with the realities of a current separation. Date: 10/18/2011 \| Lit #BR10071 \| FINRA Letter	1889 KB \|
	Brochure - Entrepreneurship Booklet Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession. Date: 10/18/2011 \| Lit #BR10073 \| FINRA Letter	1784 KB \|
	Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition) Download a PDF version of Calvert’s 2010 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity. Date: 10/31/2010 \| Lit #BR10063 \| FINRA Letter	2339 KB \|
	Brochure - Widowhood Booklet Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved educational booklet helps women prepare for a future loss or deal with the realities of a recent loss. Date: 10/18/2011 \| Lit #BR10072 \| FINRA Letter	1762 KB \|
	Postcard - Calvert Women's Principles Bookmark Date: 5/21/2010 \| Lit #PD10006	302 KB \|
	Presentation - Divorce: Beyond Emotions An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. Earn the opportunity to become a trusted advisor by helping women prepare for a potential divorce, or deal with the realities of a current separation, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance. Date: 7/13/2011 \| Lit #PT10080 \| FINRA Letter	2566 KB \| \|
	Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. Date: 11/5/2010 \| Lit #PT10022 \| FINRA Letter	4056 KB \| \|
	Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality - ML Only This presentation provides an overview of Calvert’s efforts to advance gender equality in corporate America as a sustainable and responsible investor. Special emphasis is placed on the research findings from Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100. ML Reps Only Date: 9/30/2010 \| Lit #PT10053 \| FINRA Letter	4070 KB \| \|
	Presentation - Widowhood: Coping with Loss Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance. Date: 7/13/2011 \| Lit #PT10081 \| FINRA Letter	2684 KB \| \|
	Presentation - Women and Entrepreneurship Women are a powerful driver of new business creation. Earn the opportunity to become a trusted advisor by helping women entrepreneurs address key financial issues including retirement, insurance, and succession. Date: 10/26/2011 \| Lit #PT10084 \| FINRA Letter	9913 KB \| \|
	Tool - Divorce Checklist An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved checklist tool helps women prepare for a potential divorce or deal with the realities of a current separation. Date: 10/18/2011 \| Lit #TL10144 \| FINRA Letter	291 KB \|
	Tool - Widowhood Checklist Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved checklist tool helps women prepare for a future loss or deal with the realities of a recent loss. Date: 10/18/2011 \| Lit #TL10145	296 KB \|
	Women & Climate Change This flyer examines the negative impact that climate change is having on women--particularly women in developing countries. It provides examples of how Sustainable and Responsible Investors using any one of Calvert's three unique approaches to SRI can make a difference through their investment portfolios. Date: 4/15/2010 \| Lit #TL10093	1230 KB \|
	Women Investors: Five Ways to Maximize Your Financial Future This flier teaches women ways they can maximize their financial options to prepare for a secure future. Date: 10/31/2010 \| Lit #TL10108 \| FINRA Letter	738 KB \|

The Gender Equality Principles Initiative (GEP)

The Women’s Empowerment Principles (WEP)

Investments

Advocacy

Policy

Brochure - 2010 Calvert Diversity Report Highlights Brochure

Brochure - Divorce Booklet

Brochure - Entrepreneurship Booklet

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2010 Edition)

Brochure - Widowhood Booklet

Postcard - Calvert Women's Principles Bookmark

Presentation - Divorce: Beyond Emotions

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality

Presentation - Why Aren't We There Yet? Efforts by Calvert Investments to Advance Gender Equality - ML Only

Presentation - Widowhood: Coping with Loss

Presentation - Women and Entrepreneurship

Tool - Divorce Checklist

Tool - Widowhood Checklist

Women & Climate Change

Women Investors: Five Ways to Maximize Your Financial Future

Asset Allocation Funds

Money Market Funds

Equity Funds

Bond Funds

Investing with Calvert Means Investing in Women™

The Gender Equality Principles Initiative (GEP)

The Women’s Empowerment Principles (WEP)

Investments

Advocacy

Policy

New and Noteworthy

Resources for Financial Advisors

Women

Get Information and Resources

New & Noteworthy

Meet Our Diversity Experts

Investing with Calvert Means Investing in Women^™