Calvert Documents

Report

Calvert Diversity Report 2017: Examining the Cracks in the Ceiling

The fourth edition of Calvert’s Diversity Report continues Calvert’s examination of the diversity practices of the Standard & Poor’s 100 Index (S&P 100) and for the first time extends the analysis to the S&P 250

May 23, 2017

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Flyer

Research in Action: A fundamental focus on materiality

Uncovering the increasing link between Environmental, Social and Governance (ESG) research and financial results

May 17, 2017

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Flyer

Engagement in Action: Advancing shareholder interests

Engaging with companies on critical governance and sustainability challenges

May 11, 2017

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Report

Power Forward 3.0: How the largest U.S. companies are capturing business value while addressing climate change

The largest companies in the United States are steadily increasing their clean energy and energy efficiency efforts while improving their bottom lines — a trend that is having an important role in the decarbonization of the U.S. electric power sector in recent years

April 25, 2017

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Guide

2016 Tax Guide

Calvert has prepared this tax information guide to provide you with important tax information to assist you in preparing your 2016 Federal and State Income tax returns

January 24, 2017

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Flyer

Calvert Global Water Fund: An innovative approach

An investment supporting solutions to water challenges

January 1, 2017

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Executive Summary

Executive Summary of The Financial and Societal Benefits of ESG Integration: Focus on Materiality

Executive Summary of the second report of the Calvert-Serafeim Series, which explores the potential for alpha generation for investors who accurately understand ESG implications

January 1, 2017

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Executive Summary

Executive Summary of The Role of the Corporation in Society: Implications for Investors

Executive Summary of the first report of the Calvert-Serafeim Series, which explores the evolving role of the corporation in society, recognizing the large capital concentration represented by companies and their increasing engagement in environmental and social activities

January 1, 2017

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White Paper

Future of Spaceship Earth

The “Future of Spaceship Earth” project released a report in September, 2015, coordinated by DNV GL, which has examined the likelihood of achieving the United Nations Sustainable Development Goals (SDGs)

January 18, 2017

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Flyer

Looking for a highly rated equity index fund driven by ESG research?

Consider Calvert U.S. Large Cap Core Responsible Index Fund (CISYX)

January 3, 2017

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Flyer

Responsible Allocation Models

Calvert's Responsible Allocation Models provide a convenient, one-step approach to investment diversification that incorporates environmental, social and governance (ESG) criteria

February 10, 2017

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Brochure

Responsible Investing: Positive impact. Focused on performance.

Today's Responsible Investing isn’t simply about excluding "sin" stocks. It's about investing to achieve both a positive impact on society and favorable investment results

December 9, 2016

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Brochure

Shareholder Advocacy: Tools of Change.

Calvert Research and Management views long-term ownership as encompassing the responsibility to participate in the governance of the firms that we hold in our portfolios

January 1, 2017

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White Paper

The Calvert Principles for Responsible Investment

As a responsible investor, Calvert Research and Management seeks to invest in issuers that provide positive leadership in the areas of their operations and overall activities that are material to improving societal outcomes, including those that will affect future generations

January 1, 2017

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White Paper

White Paper: The Role of the Corporation in Society: Implications for Investors

Calvert has embarked on a partnership with George Serafeim, Jakurski Family Associate Professor of Business Administration at Harvard Business School, to conduct joint research that enhances knowledge concerning responsible investing and advances approaches to responsible business

January 5, 2017

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White Paper

White Paper: The Financial and Societal Benefits of ESG Integration: Focus on Materiality

The goal of the Calvert-Serafeim Research Series is to explore pervasive topics affecting global investors and businesses to uncover insights that may enable more agile, appropriate strategies to address environmental and social challenges

March 20, 2017

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