4 IMPACT
We believe the impact of your investments should be material and measurable.

When you invest responsibly, how you achieve your investment performance matters just as much as reaching your financial goals.

At Calvert, we'll report how our investment portfolios are doing with material, insightful metrics from a social, environmental and financial perspective.

EXPLORE OUR WHAT'S YOUR IMPACT TOOL | WATCH VIDEO


As of December 31, 2017, Calvert's U.S. Large Cap Core Responsible Index1 achieves positive environmental, social and governance (ESG) impact vs. the Russell 1000 Index2.



Explore Calvert’s Four Pillars of Responsible Investing, which we believe is the best way to achieve a positive societal impact and favorable investment results.

1 PERFORMANCE

2 RESEARCH

3 ENGAGEMENT

4 IMPACT



1 Calvert US Large-Cap Core Responsible Index is a portfolio of large capitalization U.S. stocks that meet Calvert’s criteria for index inclusion based on Calvert Principles for Responsible Investment. It is not possible to invest directly in an index.

2 Russell 1000® Index is an unmanaged index of 1,000 U.S. large-cap stocks. It is not possible to invest directly in an index.

3 Source: Calvert Research and Management, MSCI as of 12/31/2017.

4 Source: GICS (Global Industry Classification Standard) as of 12/31/2017.

Impact metrics, with the exception of engagement, are based on data self-reported by companies. Data coverage will vary, in some cases significantly, due to limitations in uniform reporting standards. Past performance is no guarantee of future results. For full impact methodology and disclosure please visit www.calvert.com/methodology.

 

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