Impact Blog
Calvert Transparency Tool unveiled for financial professionals

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      By Edward KamonjohDirector of Impact Management, Calvert Research and Management

      Washington - Calvert has long advocated for greater transparency in the investment fund industry. The more investors know about exactly what companies they own - and what impact their holdings have - the easier it is to make informed decisions about what to include in an individual portfolio.

      As the director of impact management, my role is to lead Calvert's efforts to demonstrate the impact of our firm's endeavors to improve the environmental, social and governance (ESG) practices of portfolio companies. Companies' positive and negative ESG impacts matter because they are inextricably intertwined with their financial vitality, sustained long-term value creation wherewithal and prevailing social license to operate.

      We are proud to debut the Calvert Transparency Tool, which is powered by data from Morningstar and allows investment professionals to compare mutual funds and ETFs on a broad range of traditional portfolio characteristics and ESG metrics. It allows users to generate a side-by-side view of how these selections compare on a wide variety of ESG, fundamental and diversification metrics.

      The tool is free for financial professionals to use. Log in here for access.

      Bottom line: The Calvert Transparency Tool provides the marketplace with a readily accessible platform for delivering easy-to-understand impact metrics. We're confident it reinforces the reality that attractive portfolio-level ESG impact metrics are not detrimental to favorable fundamental and diversification fund characteristics.