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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

Financial quality metrics and ESG factor

Q4 2019

As factor-based investing grows, quality factors tend to be favored most by investors, given their consistent outperformance over the past five years. As Exhibit A shows, the Russell 1000 Quality Factor Total Return Index1 has outperformed the Russell 1000 Total Return Index2 over the one-year, three-year and five-year periods ended August 30, 2019.

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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

Proxy voting: A key tool in structured engagement

Q2 2019

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.

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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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