Calvert's rigorous research process is built around financial materiality - an approach that seeks to identify the ESG factors most likely to impact a company's performance.
Calvert's process focuses on the pursuit of competitive performance and opportunities for positive global change. Our experience shows that companies that manage their financially material ESG factors may outperform over time.
Calvert's Principles for Responsible Investment serve as the framework for our research process, helping us to identify and invest in companies that tend to exhibit:
Reduce the negative impact of operations and practices on the environment.
Manage water scarcity and ensure efficient and equitable access to clean sources.
Mitigate impact on all types of natural capital.
Diminish climate-related risks and reduce carbon emissions.
Drive sustainability innovation and resource efficiency through business operations or other activities, products and services.
Respect consumers by marketing products and services in a fair and ethical manner, maintaining integrity in customer relations and ensuring the security of sensitive consumer data.
Respect human rights, respect culture and tradition in local communities and economies and respect Indigenous Peoples' Rights.
Promote diversity and gender equity across workplaces, marketplaces and communities.
Demonstrate a commitment to employees by promoting development, communication, appropriate economic opportunity and decent workplace standards.
Respect the health and wellbeing of consumers and other users of products and services by promoting product safety.
Provide responsible stewardship of capital in the best interests of shareholders and debt holders.
Exhibit accountable governance and develop effective boards or other governing bodies that reflect expertise and diversity of perspective and provide oversight of sustainability risk and opportunity.
Include environmental and social risks, impacts and performance in material financial disclosures to inform shareholders and debt holders, benefit stakeholders and contribute to strategy.
Lift ethical standards in all operations, including in dealings with customers, regulators and business partners.
Demonstrate transparency and accountability in addressing adverse events and controversies while minimizing risks and building trust.
We use more than 200 subindustry peer groups to identify financially material ESG factors that can influence company performance.
Leveraging dozens of data sources and proprietary research, Calvert’s research process focuses on identifying financially material ESG factors that influence company performance and assess how companies manage these factors. The process ensures that Calvert strategies invest in companies that manage their financial material ESG factors well while avoiding companies with excessive ESG risks.
Calvert's research professionals seek to identify and understand the financially material ESG factors that impact companies through the application of the Principles and their ability to create long term value.
Engagement is one of our most powerful tools to drive performance and positive change for the companies we hold in our portfolios.
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