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- Introducing
Our New Site - Easy-to-Use
Navigation - Product & Fund
Information - Exclusive User
Content - Helpful Tools
& Resources - Where do I
Find...?
We've redesigned the site
to make it even easier to access the information that's important to you.
To get started, watch our quick Site Tour Introduction at the right. Or dive immediately into the self-guided tour by clicking on any of the tabs above.
The new Calvert.com features a simpler, improved main navigation, so you can easily find the products and information that is important to you—usually just one click away—from anywhere on the site. Here are some of the highlights of the new navigation.
Account Login & Registration
To access account information or log into Calvert.com use the Login/Registration tab from the main navigation at the top of the page. Financial services professionals that register on the site will be able to gain access to exclusive broker-dealer and institutional content with just their email address. No password required! And coming soon, Calvert.com will remember your preferences—even previous literature orders.
Not a registered Calvert.com user? Simply click the Registration tab to create your user account.
The Calvert Difference
Want to know what makes Calvert Investments different? Explore our Why Choose Calvert section to learn about our strengths, our people, and our leadership in sustainable and responsible investing (SRI). Then check out the Our Investment Process section to learn more about the core investment disciplines that guide Calvert's equity and fixed-income strategies.
Product & Services Information
Jump to Our Products & Services to learn more about Calvert's offerings, including our award-winning fixed income products, full suite of equity products, separately managed accounts, and retirement plan products.
Daily Fund Performance data is also available directly from the home page, making it faster to find the information you want to know.
Literature, Tools & Resources
One-click navigation allows you to find helpful product and sales tools in our new Literature & Resources area. Sign up for newsletters, download fund commentary and special reports, explore our interactive tools, and more. Financial services professionals and institutional clients can continue to order materials to help manage their investment practice.
Managing your portfolios shouldn't be a hassle. That's why we've made it easier than ever to access instant performance information on any Calvert fund. Plus, all our fund information—including commentary, statistics, and prospectuses—now appears in a single, easy-to-read format, allowing you to effortlessly evaluate your portfolio in one, comprehensive place.
Daily Fund Performance
Simply click on the Daily Fund Performance tab under the main navigation for quick, one-click access to fund data—no matter where you are within Calvert.com.
Once you've selected a fund, clickable tabs let you see complete performance data in a fast, easy-to-digest format. Plus, each fund features quick links to helpful fund literature and resources, including prospectuses and fact sheets, and an easy–to-use "share" feature that makes it simple to send portfolio information to clients and individuals. It's all the fund information you need in one place.
The Latest Fund Commentary and product information
Looking for the latest product or fund commentaries, news, and reports? Simply click on the tabs within the home page's Fund Commentary & Market Outlook section, or the Calvert News & Special Reports section, to find the reports that are relevant to you. Be sure to check back with Calvert.com regularly to read the latest Featured Commentary from our experts, or have them emailed to you by signing up for our e-newsletter, where you can customize the content you want to receive.
Sustainable & Responsible Investing Research
Get instant access to the latest news and research on Sustainable and Responsible Investing (SRI) directly from the home page's SRI quick links corner. For more SRI information, visit the Sustainable & Responsible Investing section within the Why Choose Calvert area of the main navigation.
Different users have different needs. That's why Calvert.com offers exclusive content specially created for you—whether you're a financial advisor, an institutional investor, or an individual investor.
Finding Your Exclusive Content
To find your exclusive content, simply select your user profile (financial advisor, institutional investor, or individual investor) from the navigation in the middle of the Calvert.com home page.
Once you leave the home page, you can still access this exclusive content at any time by selecting your user profile from the menu that appears on the right-hand side of the page.
Financial Advisors
Financial advisors: now you can access your exclusive content, including value-added and product-focused sales materials—directly and immediately. No password required.
A Calvert sales associate is just a click away – whenever you need us.
Institutional Investors
If you're an institutional investor or retirement plan provider, you'll find a depth of research—including white papers and detailed attribution analyses—to help inform your investment decisions and recommendations.
Individual Investors
For individual investors, Calvert.com offers a host of helpful planning tools you can use to evaluate your portfolio, plan for retirement or determine your personal asset allocation.
The new Calvert.com is built with a host of helpful tools and resources designed to make your site visit easier, more productive, and more informative. Take a look at some of the ways you can custom-tailor your Calvert.com experience.
Content Sharing
Find an article or information that you want to send to colleagues or “bookmark” so that others can view it? We’ve added sharing capabilities across the site, making it easy for you to pass content in any way you want: email it to a friend, bookmark it on Del.icio.us., or post it to Mixx or Facebook.
Adjusting Text Size
Every user has a different reading style. Adjust the size of the text on Calvert.com to match your unique style using the new text size buttons. Are your eyes tired from a long day at work? Increase the text size. Don’t feel like scrolling? Decrease the text size to get more information on your screen.
Fund Sorting
Comparing performance of different Calvert funds is easier when you can manage how you organize the information you want to see. Do you want to see a certain share class or organize results by fund objective? Our sorting tool allows you to organize products in a way that is most useful to you.
Improved Search Capabilities
Looking for a particular article or brochure? Our improved search capability organizes your search results by category, making it easier to find what you're looking for. No more sifting through long lists of materials!
Coming Soon: Even Greater Personalization
Greater personalization will soon allow you to choose your own home page, customize site content, and view previous literature orders. You’ll also be able to access our Fund Comparison Tool. Plus, financial advisors will be able to find out which literature is approved at their given firm. To keep abreast of future enhancements sign up for our available e-newsletter.
All of your favorite Calvert.com features are still here, but they've been organized in a way to make them more accessible and easier to find. Use this guide to find what you’re looking for.
Where do I find...
My account?
You can login to your Calvert.com accounts at anytime—and from anywhere on the site—by clicking the Login/Register tab in the main navigation bar at the top left-hand side of the site.
Fund performance and prices?
Instantly access the performance data on any fund by selecting that fund from the Daily Fund Performance menu under the main navigation.
Once you’ve selected a fund, you’ll be able to view detailed information—including pricing, fees, and commentary—by clicking on the appropriate tabs and links within that fund’s page.
Fund commentary?
You can find the latest fund commentaries—including our Featured Commentary—right on the Calvert.com home page.
For commentary on a specific fund, simply select that fund from the expandable Daily Fund Performance menu under the main navigation, then click on the Fund Commentary quick link within that fund’s page.
Prospectuses and other fund literature?
Access all prospectuses and fund literature by clicking on the Literature & Resources tab in the main navigation bar at the top of the site.
To quickly access literature on a specific fund, simply select that fund from the Daily Fund Performance menu that appears under the main navigation. A list of related Fund information is all right there.
SRI resources?
Use the SRI quick links on our home page to directly connect to our most popular SRI resources—from the Calvert Social Index® to our handy Know What You Own® tool. For complete access to all of Calvert's SRI information and resources, visit the Sustainable and Responsible Investing area within the Why Choose Calvert tab on the main navigation.
E-mail newsletters?
Get the latest news, research, and commentary from Calvert Investments sent directly to you by clicking the Subscribe to E-mail Newsletters quick link on the Calvert.com home page, and on various pages throughout the site.
Forms and applications?
Get one-click access to all of Calvert.com's forms and applications by rolling over the Literature & Resources tab in the main navigation, then clicking on Forms & Applications in the drop-down menu.
Any other information?
Interested in specific content? Email us and one of our client services representatives will help you.
