Value Added Sales Materials

Calvert for Financial Advisors:
Value-Added Resources

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Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition) thumbnail image.

Brochure - Examining the Cracks in the Ceiling: A Survey of Corporate Diversity Practices of the S&P 100 (2013 Edition)

Download a PDF version of Calvert’s 2013 Diversity Report which provides an in-depth analysis across 10 Key Diversity Indicators and complete ratings on S&P 100 companies. Along with a helpful executive summary which highlights four key findings, the report provides a number of examples of corporate leaders and laggards on the issue of workplace diversity.

Date: 3/7/2013 | Lit #BR10063 | FINRA Letter
PDF icon 5304 KB  | Envelope icon
Brochure - Investing with Calvert Means Investing in Women thumbnail image.

Brochure - Investing with Calvert Means Investing in Women

This brochure outlines how Calvert is uniquely qualified to serve women investors. It discusses the ground-breaking Calvert Women’s Principles® and demonstrates how Calvert’s investment process is women-centered with regard to a broad take on SRI criteria. Investing with Calvert truly means investing in women.

Date: 4/1/2014 | Lit #BR10078 | FINRA Letter
PDF icon 2541 KB  | Envelope icon
Invitation - Divorce: Beyond Emotions thumbnail image.

Invitation - Divorce: Beyond Emotions

An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. Use this invitation to welcome women who are preparing for a potential divorce, or dealing with the realities of a current separation, to your seminar. Please consider carefully how you identify and invite your prospective audience for such a seminar topic.  

Date: 4/26/2012 | Lit #PD10021 | FINRA Letter
PDF icon 597 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 18.x24 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 18.x24

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10053
PDF icon 3099 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 22.x28 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 22.x28

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10054
PDF icon 3090 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 8.5x11 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 8.5x11

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10052
PDF icon 1063 KB  | Envelope icon
Presentation - Widowhood: Coping with Loss thumbnail image.

Presentation - Widowhood: Coping with Loss

Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance.

Date: 7/13/2011 | Lit #PT10081 | FINRA Letter
PPT icon 2684 KB  | Envelope icon  |  Access to this document is limited to registered users
Presentation - Widowhood: Coping with Loss (Merrill Lynch Version) thumbnail image.

Presentation - Widowhood: Coping with Loss (Merrill Lynch Version)

Widowhood is of utmost importance for women because losing a spouse has far greater impact on women than on men. Earn the opportunity to become a trusted advisor by helping women prepare for a future loss, or deal with the realities of a recent loss, by using this presentation that was developed in partnership with Janet Bodnar of Kiplinger's Personal Finance. Merrill Lynch version.

Date: 1/27/2014 | Lit #PT10100 | FINRA Letter
PPT icon 2810 KB  | Envelope icon  |  Access to this document is limited to registered users
Tool - Divorce Checklist thumbnail image.

Tool - Divorce Checklist

An issue that impacts nearly 50% of all women regardless of age or circumstance, divorce has far-reaching implications for family, lifestyle, and finances. This client-approved checklist tool helps women prepare for a potential divorce or deal with the realities of a current separation.

Date: 10/18/2011 | Lit #TL10144 | FINRA Letter
PDF icon 291 KB  | Envelope icon
Tool - Widowhood Checklist thumbnail image.

Tool - Widowhood Checklist

Widowhood is of utmost importance for women because losing a spouse has a far greater impact on women than on men. This client-approved checklist tool helps women prepare for a future loss or deal with the realities of a recent loss.

Date: 10/18/2011 | Lit #TL10145
PDF icon 296 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 18 x 24 thumbnail image.

Women Poster – Let Your Investments be Your Voice 18 x 24

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/30/2013 | Lit #SG10047
PDF icon 2644 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 22x28 thumbnail image.

Women Poster – Let Your Investments be Your Voice 22x28

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10048
PDF icon 2654 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 8.5x11 thumbnail image.

Women Poster – Let Your Investments be Your Voice 8.5x11

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10046
PDF icon 835 KB  | Envelope icon
Brochure - How Active is Your Portfolio Manager? thumbnail image.

Brochure - How Active is Your Portfolio Manager?

Use this piece with your clients to explain the academic research behind a new portfolio analytical tool – active share. Active share was developed by two Yale University professors who maintain that the extent to which a fund’s holdings differ from those of its benchmark has a significant correlation with its ability to outperform its index.  This piece can help explain the benefits of active management in a marketplace dominated by index funds and ETFs. This piece can be used alone or with “Avoid Closet Indexing with Active Share”.

Date: 7/3/2012 | Lit #BR10081
PDF icon 486 KB  | Envelope icon
Tool - Fixed Income Winners and Losers thumbnail image.

Tool - Fixed Income Winners and Losers

Use this chart to view the rotating leadership of fixed income categories. Shows annual returns for the last decade.

Date: 12/31/2013 | Lit #TL10075
PDF icon 227 KB  | Envelope icon
Family Poster – Investing in What’s Ahead 18x24 thumbnail image.

Family Poster – Investing in What’s Ahead 18x24

Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life.

Date: 6/26/2012 | Lit #SG10044
PDF icon 1139 KB  | Envelope icon
Family Poster – Investing in What’s Ahead 22x28 thumbnail image.

Family Poster – Investing in What’s Ahead 22x28

Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life.

Date: 6/26/2012 | Lit #SG10045
PDF icon 1138 KB  | Envelope icon
Family Poster – Investing in What’s Ahead 8.5x11 thumbnail image.

Family Poster – Investing in What’s Ahead 8.5x11

Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life.

Date: 6/26/2012 | Lit #SG10043
PDF icon 1168 KB  | Envelope icon
LGBT Men Poster – Your Money or Your Heart 8.5x11 thumbnail image.

LGBT Men Poster – Your Money or Your Heart 8.5x11

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10049
PDF icon 918 KB  | Envelope icon
LGBT Men Poster – Your Money or Your Heart18 x24 thumbnail image.

LGBT Men Poster – Your Money or Your Heart18 x24

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10050
PDF icon 3974 KB  | Envelope icon
LGBT Men Poster – Your Money or Your Heart22 x28 thumbnail image.

LGBT Men Poster – Your Money or Your Heart22 x28

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10051
PDF icon 3966 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 18.x24 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 18.x24

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10053
PDF icon 3099 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 22.x28 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 22.x28

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10054
PDF icon 3090 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 8.5x11 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 8.5x11

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10052
PDF icon 1063 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 18 x 24 thumbnail image.

Women Poster – Let Your Investments be Your Voice 18 x 24

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/30/2013 | Lit #SG10047
PDF icon 2644 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 22x28 thumbnail image.

Women Poster – Let Your Investments be Your Voice 22x28

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10048
PDF icon 2654 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 8.5x11 thumbnail image.

Women Poster – Let Your Investments be Your Voice 8.5x11

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10046
PDF icon 835 KB  | Envelope icon
Brochure - Shareholder Advocacy: Tools of Change thumbnail image.

Brochure - Shareholder Advocacy: Tools of Change

Use this annual Shareholder Advocacy Report to educate clients and prospects about how shareholder advocacy works and why it’s important. This piece provides an update on the most recent shareholder advocacy efforts at Calvert.

Date: 11/21/2013 | Lit #BR10059
PDF icon 456 KB  | Envelope icon
Brochure - Sustainable and Responsible Investing in Retirement Plans thumbnail image.

Brochure - Sustainable and Responsible Investing in Retirement Plans

Advisors Only. Calvert believes that applying a sustainability lens to investing is a critical metric that allows retirement plans to better manage risk and better identify opportunities for excess return. This guide describes the benefits and results of adding SRI funds to your plan.

Date: 11/6/2013 | Lit #BR20048
PDF icon 5167 KB  | Envelope icon  |  Access to this document is limited to registered users
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1247 KB  | Envelope icon
Environmental Poster – Why Can’t They Thrive Together 18.x24 thumbnail image.

Environmental Poster – Why Can’t They Thrive Together 18.x24

Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too.

Date: 6/26/2012 | Lit #SG10041
PDF icon 4986 KB  | Envelope icon
Environmental Poster – Why Can’t They Thrive Together 22.x28 thumbnail image.

Environmental Poster – Why Can’t They Thrive Together 22.x28

Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too.

Date: 6/26/2012 | Lit #SG10042
PDF icon 4983 KB  | Envelope icon
Environmental Poster – Why Can’t They Thrive Together 8.5x11 thumbnail image.

Environmental Poster – Why Can’t They Thrive Together 8.5x11

Appealing to an environmental audience, this poster makes the connection that sustainable and responsible investing isn’t just good for the planet, but can be good for investors too.

Date: 6/26/2012 | Lit #SG10040
PDF icon 1470 KB  | Envelope icon
Family Poster – Investing in What’s Ahead 18x24 thumbnail image.

Family Poster – Investing in What’s Ahead 18x24

Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life.

Date: 6/26/2012 | Lit #SG10044
PDF icon 1139 KB  | Envelope icon
Family Poster – Investing in What’s Ahead 22x28 thumbnail image.

Family Poster – Investing in What’s Ahead 22x28

Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life.

Date: 6/26/2012 | Lit #SG10045
PDF icon 1138 KB  | Envelope icon
Family Poster – Investing in What’s Ahead 8.5x11 thumbnail image.

Family Poster – Investing in What’s Ahead 8.5x11

Appealing to investors with children and/or families, this poster conveys that sustainable and responsible investing can create a safer future for the important people in one’s life.

Date: 6/26/2012 | Lit #SG10043
PDF icon 1168 KB  | Envelope icon
Letter - SRI Generic Sales Letter thumbnail image.

Letter - SRI Generic Sales Letter

SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI).  

Date: 5/10/2012 | Lit #LT10030 | FINRA Letter
DOCX icon 26 KB  | Envelope icon
Letter - SRI Generic Sales Letter (UBS Only) thumbnail image.

Letter - SRI Generic Sales Letter (UBS Only)

SRI Introductory Client/Prospect Letter: Use this template letter to introduce existing clients or prospective clients to the concept of sustainable and responsible investing (SRI). This version is for UBS only.  

Date: 5/10/2012 | Lit #LT10031
DOCX icon 27 KB  | Envelope icon
LGBT Men Poster – Your Money or Your Heart 8.5x11 thumbnail image.

LGBT Men Poster – Your Money or Your Heart 8.5x11

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10049
PDF icon 918 KB  | Envelope icon
LGBT Men Poster – Your Money or Your Heart18 x24 thumbnail image.

LGBT Men Poster – Your Money or Your Heart18 x24

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10050
PDF icon 3974 KB  | Envelope icon
LGBT Men Poster – Your Money or Your Heart22 x28 thumbnail image.

LGBT Men Poster – Your Money or Your Heart22 x28

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10051
PDF icon 3966 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 18.x24 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 18.x24

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10053
PDF icon 3099 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 22.x28 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 22.x28

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10054
PDF icon 3090 KB  | Envelope icon
LGBT Women Poster – Your Money or Your Heart 8.5x11 thumbnail image.

LGBT Women Poster – Your Money or Your Heart 8.5x11

For investors engaged in LGBT community, this poster imparts that LBGT equality, in addition to financial performance, can be a result of sustainable and responsible investing.

Date: 6/26/2012 | Lit #SG10052
PDF icon 1063 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 18 x 24 thumbnail image.

Women Poster – Let Your Investments be Your Voice 18 x 24

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/30/2013 | Lit #SG10047
PDF icon 2644 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 22x28 thumbnail image.

Women Poster – Let Your Investments be Your Voice 22x28

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10048
PDF icon 2654 KB  | Envelope icon
Women Poster – Let Your Investments be Your Voice 8.5x11 thumbnail image.

Women Poster – Let Your Investments be Your Voice 8.5x11

For investors interested in women’s empowerment, this poster makes the connection that sustainable and responsible investing can impact women’s lives at home and around the world.

Date: 6/26/2012 | Lit #SG10046
PDF icon 835 KB  | Envelope icon
Brochure: Calvert Investments:  ESG Integration thumbnail image.

Brochure: Calvert Investments: ESG Integration

The financial crisis and its aftermath have left many investors looking for ways to realize new opportunities for alpha, and manage the risks arising from an increasingly interconnected global marketplace. ESG integration represents an investment approach that combines environmental, social, and governance factors with traditional securities analysis. It moves well beyond the view of “negative screening” that is often associated with SRI (Socially Responsible Investing) by adding a disciplined assessment of a broad set of previously unexplored issues impacting companies’ valuations.

Date: 11/25/2013 | Lit #BR10085 | FINRA Letter
PDF icon 1247 KB  | Envelope icon

G303 (4/09)