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ISSUE BRIEF

Systemic racism and inequality in health care

December 2020

The consequences of COVID-19 have been innumerable, with work and education permanently redefined, health care systems pushed to their limits and uncertainty at an all-time high. Less discussed is COVID-19’s role as a catalyst for reexamining systemic racism and inequality.

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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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ISSUE BRIEF

REITs’ responses to COVID-19

August 2020

Washington – British nobleman and contrarian investor Baron Rothschild once declared, “When there’s blood on the streets, buy real estate.” As we battle COVID-19 today, the updated mantra is more like: “When there’s turmoil on the Street, invest in your stakeholders.”

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ISSUE BRIEF

The COVID-19 pandemic and the demand for racial justice

Q3 2020

Washington - While the COVID-19 pandemic and the systematic failure to address racism have exposed disparities in economic opportunity and treatment under the law, they have also exposed vulnerabilities in our economy and forever altered investor’s perspectives on these issues as well. Many have called for stronger action to address systemic risks like inequality and racism but few have the history and expertise Calvert has engaging with companies and contributing to investor standards addressing these issues.

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ISSUE BRIEF

Opioid exposure presents risks to pharmaceutical industry

July 2020

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.

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ISSUE BRIEF

After COVID-19: The future of pandemic bonds

Q2 2020

Investors are commonly advised not to try to time the market. While specific peaks and valleys can be difficult to predict with precision, we do know that bull and bear markets will happen. Investors that take the long view have the potential to achieve sustained gains overall.

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WHITE PAPER

Evaluating the financial materiality of gender diversity factors

October 2019

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.

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WHITE PAPER

When sustainable practices yield sustainable profits: The path to a strategic edge

September 2019

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.

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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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