Discover the difference that investing responsibly with Calvert can make.
Explore our expert views and emerging insights.
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:
Key Results
Withdrawn after successful dialogue 13
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 2
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Note: 1 Resolution was withdrawn on account of a merger.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.
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