Calvert Documents

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). It details what it believes is needed to meet the SDGs, with a focus on business frontiers.

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. Engagement is a right and, we believe, a responsibility of ownership.

January 1, 2017

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White Paper

The Calvert Principles for Responsible Investment

We believe that most corporations and other issuers of securities deliver a net benefit to society, through their products and services, creation of jobs and the sum of their behaviors. 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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