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.

As the leading asset manager using sustainability to drive shareholder value, everything we do at Calvert Investments is rooted in our goal of identifying those companies who are focused on long-term, sustainable growth and value. At Calvert, including women within the investment framework is an integral part of our success. Being the best at serving women includes:

  • Helping financial advisors better meet the needs of their female clients;
  • Including gender diversity as a critical ingredient of corporate valuation;
  • Using our shareholder voice to push companies to think differently about women;
  • Providing global thought leadership on investment topics that matter to women.

Please explore the links on this page to better understand Calvert's commitment to women.

NEW March 2013: Diversity Report

  • Examining the Cracks in the Ceiling 2013

    Calvert has released the third edition of our Diversity Report: Examining the Cracks in the Ceiling;  this looks at  S &P 100 companies across 10 key diversity indicators. Calvert believes companies that embrace diversity are poised for greater success in today’s increasingly complex global markets.

    Examining the Cracks in the Ceiling

    »  Link to a summary of key findings
    »  Download a full copy of the report (PDF)

Calvert Women's Principles®

  • Calvert Women's Principles

    The Calvert Women’s Principles® form the foundation of our ongoing leadership around women’s issues and are currently fueling a number of other initiatives globally. As the first set of standards to provide a comprehensive assessment of corporate conduct from the factory floor all the way to the boardroom, these principles provide a roadmap for corporations to assess their impact on women.

    » Link to complete information about the Calvert Women’s Principles.

Investment education and choice:

Because one size rarely fits all, Calvert gives women multiple approaches to Sustainable and Responsible Investing (SRI). 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.

» Look at our information about how SRI is a different way to invest.
» Investing with Calvert Means Investing In Women (PDF)

Shareholder advocacy and public policy:

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. We are often one of the few investor voices engaging in policy debates on issues that affect women.

» Read about some of our most recent advocacy efforts here.(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 - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) thumbnail image.

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition)

Download a PDF version of Calvert’s 2013 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: 3/7/2013 | Lit #BR10063 | FINRA Letter
PDF icon 5304 KB  | Envelope icon
Brochure - Investing with Calvert Means Investing in Women thumbnail image.

Brochure - Investing with Calvert Means Investing in Women

This brochure outlines how Calvert is uniquely qualified to serve women investors. It discusses the ground-breaking Calvert Women’s Principles® and demonstrates how Calvert’s investment process is women-centered with regard to a broad take on SRI criteria. Investing with Calvert truly means investing in women.

Date: 4/1/2014 | Lit #BR10078 | FINRA Letter
PDF icon 2541 KB  | Envelope icon
Invitation - Divorce: Beyond Emotions thumbnail image.

Invitation - 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. Use this invitation to welcome women who are preparing for a potential divorce, or dealing with the realities of a current separation, to your seminar. Please consider carefully how you identify and invite your prospective audience for such a seminar topic.  

Date: 4/26/2012 | Lit #PD10021 | FINRA Letter
PDF icon 597 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 18.x24 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 18.x24

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10053
PDF icon 3099 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 22.x28 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 22.x28

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10054
PDF icon 3090 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 8.5x11 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 8.5x11

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10052
PDF icon 1063 KB  | Envelope icon
Presentation - Widowhood: Coping with Loss thumbnail image.

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
PPT icon 2684 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Widowhood: Coping with Loss (Merrill Lynch Version) thumbnail image.

Presentation - Widowhood: Coping with Loss (Merrill Lynch Version)

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. Merrill Lynch version.

Date: 1/27/2014 | Lit #PT10100 | FINRA Letter
PPT icon 2810 KB  | Envelope icon  |  Access to this document is limited to registered users
Tool - Divorce Checklist thumbnail image.

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
PDF icon 291 KB  | Envelope icon
Tool - Widowhood Checklist thumbnail image.

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
PDF icon 296 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 18 x 24 thumbnail image.

Women Poster – Let Your Investments be Your Voice 18 x 24

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/30/2013 | Lit #SG10047
PDF icon 2644 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 22x28 thumbnail image.

Women Poster – Let Your Investments be Your Voice 22x28

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10048
PDF icon 2654 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 8.5x11 thumbnail image.

Women Poster – Let Your Investments be Your Voice 8.5x11

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10046
PDF icon 835 KB  | Envelope icon

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