Calvert Literature

Issue Brief

Opioid exposure presents risks to pharmaceutical industry

Q2 2019

In this brief we discuss the key ESG factors on which Calvert evaluates companies with opioid exposure and our responsible investment approach to opioid-exposed companies.

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White Paper

Proxy voting: A key tool in structured engagement

Q2 2019

Shareholders generally get the right to vote on key corporate issues at the company's annual meeting of shareholders. Since most investors may not be able to attend, companies offer an opportunity to vote by sending ballots in advance that authorize officers of the company to cast their votes at the meeting in their absence. This process is known as proxy voting.

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White Paper

Responsible fixed-income Investing

May 2019

In this paper, we outline the Calvert approach to Responsible fixed-income Investing through performance, research, active engagement and impact. It's an approach that we believe can help sophisticated investors achieve their portfolio return objectives while working toward the laudable goals of the 2006 mission statement.

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Case Study

Tools of Change

April 2019

As a responsible investor, we seek to understand the challenges facing the world today, ascertain how companies are positioned to respond to those challenges and allocate capital in a manner that drives positive change.

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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.

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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.

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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 SDGs 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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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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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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