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ISSUE BRIEF

Carbon Offsets and Timber REITs: Branching Out

September 2021

Timber real estate investment trusts (REITs) enable investors to access diversified timberland holdings and operations in their portfolios.

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WHITE PAPER

Calvert’s approach to ESG data and the creation of Custom Composite Indicators

February 2021

Research out of the Calvert Institute supported the development of a suite of Custom Composite KPIs, which aggregate data across five ESG data vendors and use proprietary materiality factors to tilt scores toward data most relevant to predicting equity upside among comparable companies.

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WHITE PAPER

Calvert’s efforts to increase transparency on companies’ diversity data

January 2021

Washington — Calvert has advocated for greater corporate workforce diversity for decades, and increasingly investors and corporate leaders are recognizing the value of diversity as a driver of financial performance over the long term. Recent events, including the COVID-19 pandemic and visible examples of police violence against Black people, have heightened public concern about racial equity, especially among young workers.

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ISSUE BRIEF

Insurers face energy exposure risks from climate change in their investment portfolios

December 2020

Washington — In May 2020, the US Energy Information Administration (EIA) made headlines when it announced US renewable energy consumption had surpassed coal consumption for the first time in 130 years. As the shortterm pricing advantages of fossil fuels declines relative to renewable technologies, and the focus on the long-term negative climate externalities produced by fossil fuels and nuclear energy grows, fossil fuels face a decline in demand, replaced by growing demand for cleaner alternatives like solar, wind, hydropower and biofuels.

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WHITE PAPER

COVID-19 and the Energy Transition: A Reinforcement of Calvert’s Long Term ESG Thesis

October 2020

Washington — Globally, the inability to slow the spread of the novel coronavirus COVID-19 has resulted in an ongoing joint public health and economic crisis. As a result of ”stay-at-home” orders, end-user demand for emissions-intensive industrial, transportation and electricity applications has rapidly declined thus far in 2020, with signs of a sluggish recovery materializing only in some regions during Q3. Accordingly, absolute greenhouse gas (GHG) emissions have fallen.

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WHITE PAPER

Responsible fixed-income Investing

May 2019

In this paper, we outline the Calvert approach to Responsible fixed-income Investing through performance, research, active engagement and impact. It's an approach that we believe can help sophisticated investors achieve their portfolio return objectives while working toward the laudable goals of the 2006 mission statement.

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