White Paper

When sustainable practices yield sustainable profits: The path to a strategic edge

September 2019

As growing numbers of companies embrace sustainability practices, the question of whether those efforts can provide a competitive edge through strategic differentiation becomes increasingly important.

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Report

Calvert Responsible Index Series: Reconstitution Report 2019

August 2019

The Calvert Responsible Index Series includes five indexes that offer exposure to companies in various parts of the capital markets that meet the Calvert Principles for Responsible Investment (Calvert Principles). This update summarizes the key adjustments to the index methodologies made at the June 2019 reconstitution and the largest changes to each of the five indexes between June 2018 and June 2019.

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White Paper

Evaluating the Glass Ceiling: Understanding and unlocking the value in gender equity

June 2019

The investment case for advancing gender equality in corporations is strong and clear.

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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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Flyer

The Calvert Principles for Responsible Investment

April 5, 2019

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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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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