Discover the difference that investing responsibly with Calvert can make.
We’re a responsible investing leader that individuals, advisors and institutions rely on for competitive returns and measurable impact.
Calvert has been at the forefront of ESG investing for decades (focusing on matters related to the Environment, Society and corporate Governance). It’s this extensive experience that allows us to better understand how the pressing challenges facing society today underpin a complex range of both risks and opportunities for the companies in which we invest.
We offer one of the industry’s broadest range of responsibly invested funds, spanning asset classes and geographies.
Fund offerings 27
Fixed income 10
Equity 13
Allocation 4
Because we understand how progress in specific Environmental, Social or Governance related areas can materially affect a company’s financial performance, our team is constantly evaluating which emerging standards and practices are most effective.
Sectors of focus 11
Issuers covered 2,800
Expertise in Consumer Discretionary
Expertise in Financials
Expertise in Services
Director of ESG Research
Expertise in Communication Services
Tips for talking to clients about responsible investing
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.
The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.
Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Calvert Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.
This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.
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Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.
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