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.
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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, 2023
We offer one of the industry's broadest selections of Responsible Investing strategies.
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.
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Tips for talking to clients about Responsible Investing
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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.
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.
Lower than the Russell 1000 Index
Higher than the Russell 1000 Index
View our full engagement and impact methodology and disclosure.
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