As long-term investors, Calvert believes we have a responsibility to participate in corporate governance in order to create long-term value for our clients and positive change for our world.
We believe engagement is an effective way to drive performance and positive change for the companies we hold in our portfolios. Leveraging our rigorous research process, we work directly with companies to improve corporate behaviors and contribute to a more sustainable and equitable society.
Calvert has a long history of collaborating with companies to encourage them to improve corporate behaviors 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.
Experience has taught us that active management with the companies we invest in can drive real-world outcomes and improve shareholder value.
Download our Engagement Report
Calvert uses the following strategic engagement activities to encourage positive change in companies:
Direct DialogueCalvert engages directly with management to raise concerns and identify opportunities to minimize a company's risk or transform an operational practice that our research indicates could lead an increase in shareholder value.
Shareholder ProposalsIn cases where direct dialog and other efforts go unheeded, we often file a shareholder resolution to encourage and influence operational progress. Sample topics we work towards: Greater Broader Diversity, Clean Water, Stewardship, Increased Sustainability Disclosure, etc.
Public Policy InitiativesCalvert works with regulators and policymakers to ensure that officials are informed about our position on critical issues such as Shareholder Rights, Conflict Materials, and Revenue Transparency.
Calvert believes that proxy voting is the most direct means by which investors can influence corporate behavior. Calvert casts votes on a company's shareholder resolutions base on its proxy voting guidelines.
Visit the proxy voting database to view voting decisions for Calvert mutual funds and variable portfolios.
Proxy voting database
One of the most effective ways to drive positive change is through collaborative engagements. Calvert works with numerous organizations and investors on important engagement initiatives to help companies improve their performance on financially material ESG issues. Some of our engagement partners include:
The Thirty Percent Coalition is a campaign group of business chairs and CEOs who are focused on boosting female representation at the board and C-Suite level in the world's biggest companies.
As the largest global investor engagement initiative on climate change, Climate Action 100+ aims to ensure that the largest corporate greenhouse gas emitters take necessary action on climate change.
The Coalition engages companies and other market participants with the aim of understanding and improving how human capital management contributes to the creation of long-term shareholder value.
IOPA is a diverse coalition of global institutional investors that engages with opioid manufacturers, distributors and retail pharmacies on opioid business risks that have implications for long-term shareholders, communities and the economy.
Calvert's dedicated engagement team seeks to strengthen companies by improving their operations on financially material ESG issues.
Calvert's research process focuses on identifying financially material ESG factors most likely to impact a company's performance.
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