Image Alt

What We Do

Research
We examine various facets of global change, seeking to understand how responsible investors can address major global challenges within the existing systems to drive positive impact.

Education
Investors come to us with varying degrees of knowledge and understanding when it comes to responsible investing. Our goal is to provide best-in-class resources, cutting-edge research, and an open and inclusive environment for idea sharing.

Events
Coming soon: Calvert Institute is currently planning its first Responsible Investing Summit. Please check back in for additional details at a later date.

Image Alt

Partnerships

The Calvert Institute maintains a growing network of academic partnerships. Current collaborations include:

  • Disruptive academics, challenging the status quo
  • NGOs and similar organizations creating awareness and impact
  • Co-aligned, innovative investors pushing for positive change

Image Alt

White Paper

ESG Investing After the DOL Rule on “Financial Factors in Selecting Plan Investments”

March 2021

In the fall of 2020, the Department of Labor passed a rule that put ESG funds back into the spotlight when used in an ERISA governed retirement plan. Given the importance of the issue and the desire for clarity on behalf of ERISA practitioners, Federated Hermes Responsible Investing Office and Calvert Institute for Responsible Investing collaborated with two leading academic experts in fiduciary law to provide an unbiased interpretation of the rule.

Download

Image Alt

WHITE PAPER

Exploring ESG data: A deeper understanding

February 2021

New research by the Calvert Institute presents evidence of the connection between environmental and social factors and equity outperformance.

Download

Image Alt

WHITE PAPER

How corporate governance factors can influence financial performance

September 2020

New research by Calvert establishes that corporate governance factors can be positively linked to financial performance

Download

Image Alt

WHITE PAPER

Facing Hard Truths: How a pandemic brought inequality into the board room

August 2020

For more than 40 years, economic inequality, the gap in opportunity and outcome between the highest- and lowest-income members of society has grown unabated in the US and other English-speaking developed countries. Inequality presents material risk to both global economies and individual corporations and investors. 

Download

Image Alt

ISSUE BRIEF

The future of governance: The role of the corporate board in addressing environmental and social changes

February 2020

Business changes are forcing the evolution of the role of the corporation, and boards must be well positioned to address a variety of environmental, social, and governance (ESG) issues.

Download

Image Alt

WHITE PAPER

Evaluating the financial materiality of gender diversity factors

October 2019

Calvert tested the financial materiality of five gender diversity factors: (1) number of female board members, (2) percentage of female board members, (3) number of women in board leadership roles, (4) number of women named executive officers (NEOs) and (5) TruValue’s circumstantial score related to diversity and inclusion news/issues over a three-year period.

Download

Image Alt

WHITE PAPER

How Calvert’s proprietary research identifies strategic differentiation

September 2019

Aligning with the findings of the Serafeim study, Calvert believes companies that distinguish themselves through their behavior and operations may outperform over the long term.

Download

Contact us at institute@calvert.com