Discover the difference that investing responsibly with Calvert can make.
Explore our expert views and emerging insights.
Ensure your portfolio is diversified with our Transparency Tool
Direct Engagement & Collaborative Industry Evolution
As a pioneer in Responsible Investing, we recognized decades ago that strong Environmental, Social and Governance (ESG) practices can have positive implications for corporate performance. That’s why we actively work with companies to improve in the areas most relevant to them, while also collaborating with a wide range of organizations to improve corporate standards and reporting.
We believe actions speak louder than words. So you won’t get empty marketing claims from us and we’ll never limit our actions to the trading desk. Experience has taught us that active engagement with the companies we invest in can drive real-world outcomes and improve shareholder value.
During the 2018 Proxy Season from July 1, 2017 to June 30, 2018, Calvert voted on 44,597 proposals covering issues from climate change and energy use to board diversity, corporate transparency and sustainability reporting.
In addition to proxy voting, we engage directly with management to raise concerns and identify opportunities to minimize a company’s risk or transform an operational practice that our research indicates could lead an increase in shareholder value.
These direct conversations encourage concrete progress with outcomes such as:
Examples of Direct Dialogue
In cases where direct dialogue and other efforts go unheeded, we often file a shareholder resolution to encourage and influence operational progress.
Sample topics we work towards:
Withdrawn after successful dialogue
It's important to note that the goal of these resolutions is not to spark a contentious shareholder vote, but to initiate action on the part of management to the point where we feel comfortable withdrawing the resolution.
Resolutions that went to vote
Of the 2 resolutions that went to vote, both resulted in vote outcomes favorable to Calvert’s positions. One was related to greater governance of risk related to the opioid crisis, while the other called for greater disclosure and the establishing of greenhouse gas emissions and energy/fuel management targets.
Note: 1 Resolution was withdrawn on account of a merger.
The government creates the regulatory and legal environment in which companies operate. We work with regulators and policymakers to ensure that officials are informed about our position on critical issues.
Issues we have addressed in the past include:
Examples of Public Policy Initiatives
At Calvert, we truly believe a rising tide raises all ships. So we work hand-in-hand with industry coalitions, government agencies, advocacy groups and other ESG-focused organizations to improve operational practices and reporting standards across industries.
Unlike some groups who just recently joined the responsible investing bandwagon, we’ve been a pioneer in the space for decades. View our Engagement Timeline to understand the full extent of the initiatives that we’ve led or helped push for over the last 30-plus years.
Discover the difference that investing responsibly with Calvert can make. We believe impact should be material and measurable. View our impact tool for statistics on each of our equity funds.
Choose from a wide range of strategies to help build a diverse responsible investing portfolio.
We apologize for the inconvenience but we are experiencing a technical issue.
We are working on a solution. Please try again later.
If you require further assistance, please call:800-368-2745.
You have already upgraded your account.
Please login using the link at the top of the page.
You have successfully un-subscribed from .
Thank you. All available selections have already been completed.
Manage your subscriptions
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.
Trouble receiving the verification email? Call 800-368-2745.
We are pleased to grant you access to this Calvert website.
Please click here to be logged in with your username .
You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.
Trouble signing in? Call 800-368-2745.
Your account has limited access.
If you need further assistance, please call 800-368-2745.
Your account has been updated to use your new email address .
We have sent a verification email to with a verification link to confirm the change.
Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.
An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.
An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.
For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.
A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.
You have been granted access to the requested content.
Click here to remain recognized on this device for future visits to calvert.com
Click here if you are using a Public Computer or Shared Device.
Remember Me | Forgot your password?
Subscribe to new content: Register
If you are an individual investor and have an account with Calvert, sign into your account here.
Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.
If your download did not start automatically, please click here.
Sign up now for EV alerts for
Subscribe to new content: Register Already have an account? Sign In.
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.
Want to manage your subscriptions? Sign In.
You have successfully subscribed to .
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.
You have selected to receive email notifications for:
You are currently "Opted Out" of all Calvert email communications. If you would like to be alerted of updates to your new subscription, please Opt In:
Already have an account? Sign In.
Subscribe to new content: Register
Trouble registering? Call 800-368-2745.
Already have an account? Access.
Subscribe to new content: Register.
You are already subscribed to
Manage your subscriptions
NAV as of