The Calvert Principles for Responsible Investment
Our research and engagement efforts are built on three main principles. These drive our research and engagement, guiding us in our efforts to deliver competitive returns and measurable impact.
We combine deep industry experience, a principled approach, global reach and active corporate engagement to help meet our clients' needs and goals.
A 40-year history of leadership and innovation in Responsible investing
Built on the Calvert Principles for Responsible investment, which bridge global norms for responsible business with the needs of return-seeking investors
Calvert's focus on Responsible investing is at the heart of what we do
Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity and fixed income, and customized solutions
Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance
Specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change
By combining our proprietary research models with a structured corporate engagement framework, we work toward building sustainable long-term value in both the companies we invest in and our clients’ portfolios.
Identifying how financially material ESG factors influence company performance is integral to Calvert's research process. The process ensures that our strategies invest in companies that manage their material ESG factors well while avoiding companies exposed to excessive ESG risk.
Refine classifications into custom peer groups based on shared, financially material ESG risks.
Develop a thesis to identify current and emerging ESG risks and opportunities over our investment horizon.
Evaluate performance on financially material ESG issues using select key performance indicators (KPIs).
Determine overall ESG decision for each issuer based on analysis of three material exposures: company level, industry level and execution level.
Robust governance ensures the oversight of investment theses updates, continuous maintenance of models and investment decision changes.
Calvert has a long history of collaborating with companies to encourage them to improve corporate behaviours and contribute to a more sustainable and equitable society.
Through ongoing discussions with management or boards, we raise concerns and reach agreements to improve a company's ESG policies.
We use proxy voting to register support or concern about corporate governance, management, social or environmental issues.
When engagement has not made progress, we can add a question to the company’s ballot on an ESG topic for a vote of all shareholders, demonstrating broad-based investor concern about the issue.
Calvert seeks opportunities to collaborate with government and regulatory agencies, NGOs and influential public policy groups to educate and inform on the importance of responsible investing and ESG factors in legislative and societal frameworks.
Calvert may use coalitions and partners to further amplify our voice and work for positive change in key issue areas.
Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.
To help raise corporate ESG standards and practices around the world, we regularly partner with governments, agencies and industry groups.
A leading voice advancing sustainable impact investing across all impact classes, with a focus on long-term investment and positive social and environmental outcomes
The world’s largest corporate sustainability initiative calls on companies to align operations with principles on human-rights, labor, the environment and anti-corruption.
CDP is a non-profit that manages the global disclosure system for investors, companies, cities and states to manage their environmental impacts.
Ceres unites investors, companies, and public interest groups to accelerate the adoption of sustainable business practices.
An international standards organization that helps businesses understand their impacts on ESG issues such as climate change, human rights and corruption.
We were a founding signatory of the United Nations’ Principles of Responsible Investing.
A code of conduct for corporations focused on empowering, advancing, and investing in women worldwide.
As a founding member of the SASB Investor Advisory Group, we work to elevate corporate reporting standards across all major industries.
Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.
Ready to bring your skills to the rapidly evolving field of ESG investing? See a range of open positions across our offices.
Catch up on the latest Calvert News, Perspectives and Insights helping shape the world of responsible investing.
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