At the forefront of Responsible Investing + engagement.


We’re a Responsible Investing leader that individuals, advisors and institutions rely on for competitive returns and measurable impact.

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The Calvert Institute for Responsible Investing

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.

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Responsible Investing is our core focus.


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.

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Data Callout $31B in assets under management As of December 31, 2020

Responsible investment strategies spanning the global markets

We offer one of the industry’s broadest selections of responsible investing strategies for mutual funds and SMAs.


Active Equity
15


Passive Equity
14


Fixed Income
11


Allocation
9

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responsibly?


For advisors

Tips for talking to clients about responsible investing


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For investors

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1As of November 30, 2020. The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. Small fund family groups will need to have at least three equity, three bond and three mixed-asset portfolios. An overall group award is given to the group with the lowest average decile ranking of its respective asset class results based on the methodology described above. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Investing entails risk and there is no assurance that Eaton Vance will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Past performance is no guarantee of future results.