Impact Blog

The views expressed in these posts are those of the authors and are current only through the date stated. These views are subject to change at any time based upon market or other conditions, and Calvert disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions for Calvert are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Calvert fund. References to individual companies for Engagement or Research purposes are provided for illustrative purposes only and may not be representative of the results of all of Calvert’s engagement efforts. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

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      By John Streur, President and CEO, Calvert Research and Management

      Washington - As I noted a few weeks ago, one of the critical needs for Responsible Investing in 2018 centers around impact reporting.

      For Responsible Investing to reach its full potential, I believe investors must be provided with a specific set of environmental and social impacts of their investments, as compared to a benchmark index. Once that happens, many more investors will be motivated to change their portfolios.

      In pursuit of that objective, Calvert is pleased to debut its new Impact tool, which shows the difference that can be made by investing responsibly with Calvert.

      Check out your impact

      The tool allows you to select one of five Calvert Index funds:

      • Calvert US Large-Cap Core Responsible Index Fund
      • Calvert US Large-Cap Growth Responsible Index Fund
      • Calvert US Large-Cap Value Responsible Index Fund
      • Calvert US Mid-Cap Core Responsible Index Fund
      • Calvert International Responsible Index Fund

      You'll be able to see how each compares to a benchmark index regarding environment, social and governance (ESG) factors like carbon emissions, water usage, toxic emissions and tobacco exposure.

      In addition to the raw data, you'll get to see some real-world examples of what the numbers mean.

      You can read more about the specific methodology used to calculate these metrics here.

      We look forward to the continuing development and discussion of impact metrics over the coming months.

      Bottom line: We believe that measuring the impact metrics of a particular investment, such as with this Impact Tool, can provide a more complete picture of environmental, social and governance (ESG) performance.