Deep Experience
40+ years history of leadership and innovation in Responsible Investing
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Calvert by the Numbers
YEARS OF HISTORY
40+
TOTAL AUM1
$39B
ESG INDEX & FUND OFFERINGS
58
Why Calvert
Dedicated to Responsible Investing
Calvert's focus on Responsible Investing is at the heart of what we do
Global Reach
Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity, fixed income, and customized solutions
Active Engagement
Our Corporate Engagement strategists influence companies toward greater sustainability and corporate governance
Principles Based Approach
Built on the Calvert Principles for Responsible Investment, which bridge global norms for responsible businesses with the needs of return-seeking investors
Research Driven
Specialized research analysts use differentiated data to evaluate financially material ESG factors in order to measure impact and identify catalysts for positive change
Differentiated Research and Active Enagagment
By combining our proprietary research models with a structured corporate engagement framework, we work toward building sustainable long-term value in both the companies we invest in and our clients’ portfolios.
Differentiated Research
Active Engagement
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Differentiated Research
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Active Engagement
Our Differentiated 5-Step Process
Identifying how financially material ESG factors influence company performance is integral to Calvert's research process. The process ensures that our strategies invest in companies that manage their material ESG factors well while avoiding companies exposed to excessive ESG risk.
Define Peer Group
Relevant company comparisons
Develop Investment Thesis
Forward-looking risk assesment
Build Structural Model
Focus on financially material ESG issues
Rate and Rank Issuer
Detailed analysis of ESG risks and opportunities
Monitor Process
Comprehensive governance approach
Our Engagement Approach
Calvert has a long history of collaborating with companies to encourage them to improve corporate behaviors and contribute to a more sustainable and equitable society.
Partner with a Leader
Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.
Global Leadership
To help raise global ESG standards and practices, we partner with governments, agencies and industry groups.
The Forum for Sustainable and Responsible Investment
A leading voice advancing sustainable impact investing across all impact classes, with a focus on long-term investment and positive social and environmental outcomes.
UN Global Compact
The world’s largest corporate sustainability initiative calls on companies to align operations with principles on human-rights, labor, the environment and anti-corruption.
Carbon Disclosure Project
CDP is a non-profit that manages the global disclosure system for investors, companies, cities and states to manage their environmental impacts.
Coalition for Environmentally Responsible Economies
Ceres unites investors, companies, and public interest groups to accelerate the adoption of sustainable business practices.
Global Reporting Initiative
An international standards organization that helps businesses understand their impacts on ESG issues such as climate change, human rights and corruption.
Principles for Responsible Investing
We were a founding signatory of the United Nations’ Principles of Responsible Investing.
UN Women’s Empowerment Principles
A code of conduct for corporations focused on empowering, advancing, and investing in women worldwide.
Sustainability Accounting Standards Board
As a founding member of the SASB Investor Advisory Group, we work to elevate corporate reporting standards across all major industries.
Featured Insights
1 In assets under management as of March 31, 2025. AUM includes assets in one or more of CRM’s affiliates.
