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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.

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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

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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.

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WHITE PAPER

Financial quality metrics and ESG factor

Q4 2019

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.

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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.

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WHITE PAPER

Managing human capital for value creation: How purpose-driven employees help power profitable companies

February 2019

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.

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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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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.

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Contact us at institute@calvert.com