Investors have long been drawn to ETFs for the many potential benefits they offer and to Calvert to seek competitive performance and positive change.

Calvert ETFs give you a new way to leverage our 40+ years of Responsible Investing experience and expertise.

Calvert 40 Years

Why ETFs

 

Transparency

Underlying holdings are disclosed on a daily basis and share prices are updated real time.

 

Tax Efficiency

Designed to be tax efficient and are operated in a way that generates relatively few taxable events.

 

Low Cost

Simple fee structures and generally lower expenses than actively managed mutual funds.

 

Diversification

Offer diversified exposure to different asset classes, sectors, geographies and strategies.

 

Trading Flexibility

Investors can buy and sell shares intraday as ETFs are traded on an exchange.

PRODUCTS

Calvert ETF Solutions

Calvert ETFs include four indexed strategies - which track proprietary Calvert indices - and two active strategies. These funds cover a range of key asset classes, can potentially serve as core portfolio holdings and rely on decades-deep expertise in Responsible Investing.

TICKER ETF NAME   INVESTMENT OBJECTIVE INVESTMENT STYLE PROFILE SHEET FACTSHEET
 

Highly rated Calvert ESG solution based on key ESG risks and opportunities

Index    

Highly rated Calvert ESG solution based on key ESG risks and opportunities

INVESTMENT STYLE:   Index

Profile Sheet Factsheet

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EXPERTISE

Partner with a Pioneer

Calvert has achieved many milestones during more than four decades of leadership and innovation in Responsible Investing. Today, investors can choose Calvert ETFs that span the global capital markets and benefit from our integrated process.

Principled Approach

The Calvert Principles for Responsible Investment bridge global norms for responsible business with the needs of return-seeking investors.

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Active Engagement

Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance.

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Research Driven

Our specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change.

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RESOURCES

Insights & Tools

Important Risks and ETF Information

An ESG investment strategy limits the types and number of investment opportunities available to the strategy and, as a result, the strategy may underperform other funds that do not have an ESG focus. Companies selected for inclusion in a strategy may not exhibit positive or favorable ESG characteristics at all times and may shift into and out of favor depending on market and economic conditions.

Environmental, social, and governance (ESG) criteria are a set of standards for a company's behavior used by socially conscious investors to screen potential investments.

Environmental criteria consider how a company safeguards the environment, including corporate policies addressing climate change, for example. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company's leadership, executive pay, and shareholder rights.

Shares of Calvert ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total Returns are calculated using the daily 4:00pm net asset value (NAV).

Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns you would receive if you traded shares at other times.

Morgan Stanley Investment Management Inc. is the adviser to the Calvert ETFs.

Calvert ETFs are distributed by Foreside Fund Services, LLC.

Dedicated Support

For advisors

Call us at 800-836-2414 for more information.

For investors

Talk with your advisor about adding Calvert ETFs to your portfolio.