As leaders in Responsible Investing, we understand that complex risk and opportunity assessments requires deeper, more comprehensive research and analysis.
For example, because competition for limited water supplies can increase food scarcity, regional conflict, sanitation issues and hamper economic growth, water access and water quality are near- and longer-term risks that Calvert prioritizes in both our investment research and investment philosophy.
* Source: World Resources Institute, "17 Countries, Home to One-Quarter of the World's Population, Face Extremely High Water Stress" (2019)
That’s why our investment models include scoring for the material Environmental, Social and Governance factors within a given industry. In Pharma, for example, that includes product safety and ethical management because, as we’re seeing in the case of opioid manufacturers, low performance in these areas can unfortunately lead to disastrous results.
* Source: The Council of Economic Advisers, The Underestimated Cost of the Opioid Crisis (2017)
** Source: NBC News, "Purdue Pharma offers $10-12 billion to settle opioid claims" (2019)
As leaders in Responsible Investing and ESG (Environmental, Social, and Governance), we understand that making complex risk and opportunity assessments requires deeper, more comprehensive research and analysis.
For example, going beyond traditional fundamentals to understand and evaluate every aspect of a company’s supply chain gives us a stronger foundation for making informed investment decisions. And by modeling investments based on which specific ESG factors are most material to a company’s financial performance, we’re able to focus our engagement efforts to maximize impact.
* Source: Center for Ports and Waterways, Texas A&M Transportation Institute (2017)¹ One ton of freight carried one mile
For example, while solar and wind power are what most people think of for providing emissions-free electricity at scale, certain nuclear power projects can play a key role in low-carbon investment portfolios. By looking beyond the surface and analyzing areas that others may not consider, Calvert finds opportunities for investment and engagement that others may overlook.
* Source: BP Statistical Review (2019)
** Source: NASA, Science Brief: Coal and Gas are Far More Harmful than Nuclear Power (2013)
For example, if we only looked at the fundamentals, we might not grasp just how substantially a governance issue like Gender Diversity at the executive level correlates to financial performance.
+10% Return on equity
+37% Earnings per share
-1% Return on equity
+8% Earnings per share
* Source: MSCI, Women on Boards Report (2016)
Powered by Morningstar, this new tool lets you instantly compare thousands of funds – side by side – based on diversification, fundamental and impact metrics.
Deepen your understanding of Responsible Investing and learn how it can potentially help you build a more successful practice.
We put old beliefs about the limits of ESG Investing to rest with a wide range of Responsible Investment fund options.
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