Discover the difference that investing responsibly with Calvert can make.
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The mission of the Institute is to catalyze positive change through our research and the sum of our actions.
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.
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.
Coming soon: Calvert Institute is currently planning its first Responsible Investing Summit. Please check back in for additional details at a later date.
The Calvert Institute maintains a growing network of academic partnerships. Current collaborations include:
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.
As factor-based investing grows, quality factors tend to be favored most by investors, given their consistent outperformance over the past five years. As Exhibit A shows, the Russell 1000 Quality Factor Total Return Index1 has outperformed the Russell 1000 Total Return Index2 over the one-year, three-year and five-year periods ended August 30, 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.
A recent research study finds a link between purpose, corporate profitability and significant positive risk-adjusted stock returns. The study raises the possibility that if purpose could be observed by outside investors, it could be a valuable input to stock valuation.
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.
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.
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