Discover the difference that investing responsibly with Calvert can make.
Learn how Responsible Investing can potentially help you build a more successful practice.
Compare mutual funds and ETFs on a broad range of traditional and ESG metrics
Explore our expert views and emerging insights.
The 2021 Environmental Finance Impact Awards recognize the work of impact investors and highlight emerging pockets of best practice across all asset classes and geographies.*
We’re a Responsible Investing leader that individuals, advisors and institutions rely on for competitive returns and measurable impact.
Through world-class ESG research, timely publications and industry events, the Institute seeks to advance Responsible Investing, improve investment outcomes and create positive global impact.
Calvert has been at the forefront of Responsible Investing for almost 40 years. This extensive experience allows us to better understand how some of today’s critical global issues underpin a complex range of risks and opportunities for the companies in which we invest.
We offer one of the industry’s broadest selections of Responsible Investing strategies.
Active Equity 11
Passive Equity 7
Fixed Income 12
Allocation 6
Sectors of focus 11
Issuers covered 2,800
Our analysts strive to form the most holistic view possible of every company we consider for investment. We do this by focusing on a specific economic sector and defining the specific ESG factors that are most relevant to the company’s competitive positioning.
Expertise in Real Estate
Expertise in Financials
Expertise in Communication Services
Expertise in Consumer Discretionary
Expertise in Services
Expertise in Basic Materials
Expertise in Electrical Equipment Industry
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
*Environmental Finance’s IMPACT awards seek to recognize and reward the work of impact investors everywhere and highlight emerging pockets of best practice, across all asset classes and all geographies. Each year we put together an independent panel of industry experts who are chosen for their knowledge, objectivity, and credibility to judge the award entries. Any conflicts of interest are removed before the judges assess any entries. The judges are asked to read and assess each individual entry and submit a score. The scores from each judge are then reviewed and compared to decide each winner.
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.
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