Discover the difference that investing responsibly with Calvert can make.
Explore our expert views and emerging insights.
Compare mutual funds and ETFs on a broad range of traditional and ESG metrics
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.”
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.
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.
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.
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.
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.
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.
We apologize for the inconvenience but we are experiencing a technical issue.
We are working on a solution. Please try again later.
If you require further assistance, please call:800-368-2745.
You have already upgraded your account.
Please login using the link at the top of the page.
You have successfully un-subscribed from .
Thank you. All available selections have already been completed.
Manage your subscriptions
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.
Trouble receiving the verification email? Call 800-368-2745.
We are pleased to grant you access to this Calvert website.
Please click here to be logged in with your username .
You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.
Trouble signing in? Call 800-368-2745.
Your account has limited access.
If you need further assistance, please call 800-368-2745.
Your account has been updated to use your new email address .
We have sent a verification email to with a verification link to confirm the change.
Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.
An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.
An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.
For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.
A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.
You have been granted access to the requested content.
Click here to remain recognized on this device for future visits to calvert.com
Click here if you are using a Public Computer or Shared Device.
Remember Me | Forgot your password?
Subscribe to new content: Register
If you are an individual investor and have an account with Calvert, sign into your account here.
Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.
If your download did not start automatically, please click here.
Sign up now for EV alerts for
Subscribe to new content: Register Already have an account? Sign In.
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.
Want to manage your subscriptions? Sign In.
You have successfully subscribed to .
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.
You have selected to receive email notifications for:
You are currently "Opted Out" of all Calvert email communications. If you would like to be alerted of updates to your new subscription, please Opt In:
Already have an account? Sign In.
Subscribe to new content: Register
Trouble registering? Call 800-368-2745.
Already have an account? Access.
Subscribe to new content: Register.
You are already subscribed to
Manage your subscriptions
NAV as of