Calvert Literature

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.

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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.

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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.

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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.

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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.

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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.

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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.

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White Paper

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

March 21, 2017

As we discussed in The Role of the Corporation in Society: Implications for Investors, companies are engaging in significant environmentally and socially-oriented activities, and these activities have clear business justifications. Companies that engage in these activities effectively show better business model and management quality, more growth, and lower risk of credit default. Recognizing the benefits of corporate environmental, social, and governance (ESG) efforts, investors are incorporating ESG data in portfolio management approaches. Many investment managers, however, are struggling to understand the best way to use the ESG information that companies are disclosing.

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White Paper

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

January 5, 2017

In this report, the first of the Calvert-Serafeim Series, we explore 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. Companies are investing heavily in efforts to manage their impacts on society and the environment. This report examines how these investments can translate to real benefits, both for businesses and investors.

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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.

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