Calvert Literature

Brochure

Responsible Investment options for DC plans

March 2019

Responsible investing is on the rise. In 2018, more than $11.6 trillion was invested using ESG criteria—a 44% increase since 2016*. A clarification in DOL guidance, competitive performance and increased interest from plan participants support the case for adding responsible investing to Defined Contribution (DC) plan menus.

Download


White Paper

Managing Human Capital for Value Creation

February 12, 2019

A recent research study finds a link between purpose, corporate profitability and significant positive riskadjusted stock returns, based on a private survey of about 500,000 employees in 429 firms.

Download


Case Study

Tools of Change

August 7, 2018

There are many critical issues facing investors, companies and society today, with environmental changes and inequality as two of the most pressing.

Download


Brochure

Responsible Investing: Positive impact. Competitive results.

Updated Quarterly

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.

Download


Case Study

Incorporating SGDs into ESG Investment Research

May 25, 2018

This case study outlines how Calvert has endeavored to translate the SDGs meaningfully into the investor context using the Sustainability Accounting Standards Board (SASB) materiality matrix as a tool to identify SDGs that are likely to be financially material.

Download


White Paper

How sustainability disclosure is helping drive stock prices.

March 22, 2018

A new study by Harvard Business School Professor George Serafeim finds that sustainability disclosure is helping drive investment decisions, as investors use that information to sharpen company valuations relative to industry peers.

Download


Brochure

The Calvert Women's Principles

February 6, 2018

Corporations are key players in the global economy—often more powerful than sovereign governments and other institutions.

Download


White Paper

Investment Stewardship for Positive Societal Impact

January 25, 2018

Companies are increasingly addressing environmental, social and governance (ESG) factors as part of strategic and operating decisions.

Download


Report

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

April 25, 2017

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.

Download


Flyer

The Calvert Principles for Responsible Investment

January 1, 2017

Calvert seeks to invest in issuers that balance the needs of financial and nonfinancial stakeholders and demonstrate a commitment to the global commons, as well as to the rights of individuals and communities.

Download

Not all literature and resources are intended for use with all audiences. Use of materials contained on this site is subject to the terms of use. Calvert accepts no responsibility for any unauthorized use.