In 2020, Calvert was one of only six asset managers recognized by Morningstar as a Leader for our commitment to ESG. Driven by a fully integrated ESG investment process, six Calvert funds – across asset classes – were also designated as Leaders.

In its report, Morningstar evaluated the ESG profiles of 40 asset managers and 145 funds (representing 107 individual strategies) worldwide.

What sets us apart


ESG is our core identity. According to Morningstar, "Calvert is a pioneer and best-in- class practitioner of ESG incorporation," having led advancements in the field since the mid-1980s.

The fund rating agency also cited Calvert's robust research framework, dedicated research team and transparent record of voting in favor of ESG shareholder resolutions.

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About Morningstar Manager Research
Morningstar Manager Research Services combines the firm's fund research reports, ratings, software, tools, and proprietary data with access to Morningstar's manager research analysts. It complements internal due-diligence functions for institutions such as banks, wealth managers, insurers, sovereign wealth funds, pensions, endowments, and foundations. Morningstar’s manager research analysts are employed by various wholly owned subsidiaries of Morningstar, Inc. including but not limited to Morningstar Research Services LLC (USA), Morningstar UK Ltd, and Morningstar Australasia Pty Ltd.