Investing with Purpose

Calvert's process focuses on the pursuit of competitive performance and opportunities for positive global change. Our experience shows that companies that manage their financially material ESG factors may outperform over time.

Our Proprietary Five-Step Process

Leveraging dozens of data sources and proprietary research, Calvert’s research process focuses on identifying financially material ESG factors that influence company performance and assess how companies manage these factors. The process ensures that Calvert strategies invest in companies that manage their financial material ESG factors well while avoiding companies with excessive ESG risks.

Hellen Mbugua

Henry Mason

Imani Camp

Brendan McCarthy

Dan Dorman

Our Research Team


Calvert's research professionals seek to identify and understand the financially material ESG factors that impact companies through the application of the Principles and their ability to create long term value.

Meet our research team
Cross-link Engagement

Active Engagement

Engagement is one of our most powerful tools to drive performance and positive change for the companies we hold in our portfolios.

Learn about Calvert's Engagement Process