Calvert offers a full range of Responsible Investing solutions for individuals, advisors and institutions seeking competitive returns and positive impact.
Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.
Navigating Global Change as Investors
What does global change mean for long-term investing and how should you respond? Get answers from an industry leader.
Learn more about Calvert
Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.
in assets under management as of September 30, 20241
We offer one of the industry's broadest selections of Responsible Investing strategies.
Active Equity
11
Passive Equity
7
Fixed Income
12
Allocation
6
Thematic
3
Our investment solutions cover a wide range of financial objectives, risk profiles and investor priorities.
Indexed and active strategies that cover a range of key asset classes and can potentially serve as core portfolio holdings.
Active and passive fund offerings that invest across the global capital markets.
Customized strategies that give clients greater control over their investments and taxes.
An easy and practical approach to building diversified, ESG-focused portfolios.
The terms and definition most relevant to Responsible Investing.
Calvert's research is distinguished by its breadth and depth, industry-specific expertise, and focus on materiality. By evaluating a company's ability to navigate financially material ESG issues, Calvert identifies investment opportunities and risks that might otherwise not be apparent.
Calvert actively works with companies on issues such as setting GHG reduction targets, improving diversity, and adopting water stewardship policies. Experience has taught us that working directly with the companies we invest in can drive positive change and improve shareholder value.
See all funds
Tips for talking to clients about Responsible Investing
Visit our Advisor Resource Center to learn more
Talk to your advisor about Responsible Investing and Calvert funds
Investors are increasingly interested in discussing how environmental, social and governance (ESG) strategies can be implemented into their portfolios. Available data indicates that investors across age ranges and income levels are showing greater interest in ESG investing. Where client and advisor interests go, assets follow.
However, an April 2019 survey by InvestmentNews, sponsored by Calvert, revealed that only 21% of financial advisors were proactive in initiating ESG conversations, despite the fact that 42% of investors surveyed preferred to work with an advisor for guidance on ESG investments. Here are some tips for starting the conversation.
Be ready to ask questions… In addition to asking clients about their financial goals and risk tolerance, ask whether ESG issues are important to them, and how they would like to factor key issues like climate change, data security or fossil fuels into their investing decisions.
…and answer questions Some of the factors that may have discouraged clients from pursuing ESG investing are lack of knowledge, difficulty evaluating ESG performance, limited investment opportunities and troubles researching ESG investments — problems that advisors are well-equipped to address.
Performance matters Contrary to the dated perceptions of ESG investing, there is no "penalty" or drop in performance inherent with ESG investing — results have shown that ESG investing is generally competitive with its non-ESG investing counterparts.
Know your options Every client’s needs are different. Responsible Investing has grown significantly and can be a viable option in a client's portfolio.
Calvert funds can be purchased through financial advisors or via online brokers. While each brokerage firm is different, many include selections from diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies.
While each online broker-dealer may have a slightly different process, here’s a general look at the steps required for online investing.
Step 1: Assess your investment objectives Review your financial goals and the time horizon for the investment, as well as your tolerance for risk. In addition, you may want to take into account environmental, social and governance (ESG) issues that are important to you. For example, you may be interested in investments that examine the relevant risks and opportunities associated with climate change.
Step 2: Review your options Companies like Calvert have an increasingly wide variety of products that consider ESG issues in their investment process. You may want to examine how an asset manager selects companies to invest in to see if they factor ESG issues into these decisions. You also may want to consider how an asset manager engages with companies and uses its proxy votes to facilitate change.
Step 3: Select your investments Determine which investments are appropriate for achieving your financial goals. If you have a financial advisor, talk to them about your financial goals and ESG topics that are important to you. Financial advisors are becoming more knowledgeable about Responsible Investing, but may not be comfortable bringing the topic up themselves.
We analyze how companies affect the environment and our society. And we actively engage those companies to help them perform better while doing more good.
Toxic Emissions
Lower than the Russell 1000 Index
Carbon Emissions
Water Consumption
Tobacco
Higher than the Russell 1000 Index
View our full engagement and impact methodology and disclosure.
1AUM includes assets in one or more of CRM’s affiliates
We apologize for the inconvenience but we are experiencing a technical issue.
We are working on a solution. Please try again later.
If you require further assistance, please call:800-368-2745.
You have already upgraded your account.
Please login using the link at the top of the page.
You have successfully un-subscribed from .
Thank you. All available selections have already been completed.
Manage your subscriptions
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.
Trouble receiving the verification email? Call 800-368-2745.
We are pleased to grant you access to this Calvert website.
Please click here to be logged in with your username .
You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.
Trouble signing in? Call 800-368-2745.
Your account has limited access.
If you need further assistance, please call 800-368-2745.
Your account has been updated to use your new email address .
We have sent a verification email to with a verification link to confirm the change.
Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.
Cancel
An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.
An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.
For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.
A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.
You have been granted access to the requested content.
Click here to remain recognized on this device for future visits to calvert.com
Click here if you are using a Public Computer or Shared Device.
Remember Me | Forgot your password?
If you need further assistance, please contact a representative of Calvert at 800-368-2745.
If you are an individual investor and have an account with Calvert, sign into your account here.
Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.
Subscribe All
If your download did not start automatically, please click here.
Sign up now for EV alerts for
Close
Subscribe to new content: Register Already have an account? Sign In.
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.
Subscribe to new content: Register
Want to manage your subscriptions? Sign In.
You have successfully subscribed to .
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.
You have selected to receive email notifications for:
You are currently "Opted Out" of all Calvert email communications. If you would like to be alerted of updates to your new subscription, please Opt In:
Already have an account? Sign In.
Trouble registering? Call 800-368-2745.
Investment Professionals
Already have an account? Access.
You are already subscribed to Manage your subscriptions
Symbol:
NAV as of
