Perspectives

Calvert tested the financial materiality of five gender diversity factors: (1) number of female board members, (2) percentage of female board members, (3) number of women in board leadership roles, (4) number of women named executive officers (NEOs) and (5) TruValue’s circumstantial score related to diversity and inclusion news/issues over a three-year period.

As growing numbers of companies embrace sustainability practices, the question of whether those efforts can provide a competitive edge through strategic differentiation becomes increasingly important.

In this brief we discuss the key ESG factors on which Calvert evaluates companies with opioid exposure and our responsible investment approach to opioid-exposed companies.

Shareholders generally get the right to vote on key corporate issues at the company's annual meeting of shareholders. Since most investors may not be able to attend, companies offer an opportunity to vote by sending ballots in advance that authorize officers of the company to cast their votes at the meeting in their absence. This process is known as proxy voting.

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.