Impact Blog
Calvert Transparency Tool unveiled for financial professionals

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 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.