In an effort to strengthen our engagement strategy, we have entered into an agreement with Hermes Equity Ownership Services (EOS) to augment our engagement team and expand our corporate engagement activities' footprint.


Hermes EOS brings a unique set of strengths to our business, including:

A broad range of engagement services

Hermes EOS will provide Calvert with a number of services including:

  • Corporate engagement
  • Consultation
  • Reporting services

A multi-national team

Hermes EOS’ team of engagement specialists will give Calvert greater access to engagement opportunities outside the United States:

  • Deep and experienced team of research analysts and senior advisors
  • Professionals from a broad number of countries fluent in a wide range of languages
  • Allocated to sectors, themes and regions to pool knowledge and expertise

A comprehensive approach

Hermes EOS has a proven record of engaging companies around the world on Environmental, Social and Governance (ESG) issues. In 2017, Hermes EOS:

  • Engaged with 659 companies
  • Focused on 1,704 ESG and related issues
  • Conducted engagement activities in North America, Europe, the UK, Asia, Australia Australia/NZ and numerous emerging markets

Calvert has a long-standing commitment to corporate engagement, and the partnership with Hermes EOS does not change that.

With Calvert continuing to set its own engagement strategy, the relationship with Hermes EOS enhances our overall engagement capabilities. Engagement is one of Calvert’s Four Pillars of Responsible Investing, which we believe is the best way to achieve a positive societal impact and favorable investment results.


What is Engagement?