Calvert’s approach is distinguished by the breadth and depth of our research, the industry-specific expertise of our teams, and an emphasis on discerning the precise Environmental, Social and Governance (ESG) issues most relevant to each company we invest in.
At the heart of our research process is an approach called "financial materiality" — a methodology backed by years of experience that identifies which ESG factors are most likely to affect a company’s corporate performance.
Because materiality differs by industry and subindustry, our process begins by refining established classifications into custom peer groups based on common ESG risks. This allows us to make more relevant company comparisons, ultimately leading to better investment decisions.
Our materiality based approach also helps identify opportunities where a company that’s lagging in a particular ESG practice may be able to recognize better financial performance with improved tactics in that area.
Calvert's edge comes from how we evaluate ever-evolving, incredibly diverse sets of data. So, instead of simply accepting the thousands of indicators available from ESG data vendors at face value, we look to the raw data informing a vendor’s summary scores, then use our experience to identify precisely which indicators are the most relevant for performance analysis.
What's more, we don't limit ourselves to standard industry metrics. In fact, we'll often create our own key performance indicators (KPIs) when the standard approaches are missing key insights. And when we see areas where there are critical data gaps, we'll either actively work with industry standard sources like MSCI and Sustainalytics to start providing that data, or fund academic research to explore emerging connections.
Sectors of focus
Executive Director, Director of Research
Vice President, Research, Consumer & Healthcare
Executive Director, Research, Financials
Senior Associate, Research, Electrical Equipment
Vice President, Research, Real Estate
Choose from a wide range of strategies to help build a diverse responsible investing portfolio.
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