Discover the difference that investing responsibly with Calvert can make.
Explore our expert views and emerging insights.
Ensure your portfolio is diversified with our Transparency Tool
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 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 ranges of responsibly invested funds, spanning asset classes and geographies.
Sectors of focus
Expertise in Real Estate
Expertise in Global Transportation
Expertise in Financials
Expertise in Communication Services
Expertise in Consumer Discretionary
Expertise in Services
Director of ESG Research
Expertise in Energy and Utility
Expertise in Health Care
Expertise in Consumer Staples
Expertise in Basic Materials
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.
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 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.
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?
Subscribe to new content: Register
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.
If your download did not start automatically, please click here.
Sign up now for EV alerts for
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.
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.
Subscribe to new content: Register
Trouble registering? Call 800-368-2745.
Already have an account? Access.
Subscribe to new content: Register.
You are already subscribed to
Manage your subscriptions
NAV as of