Responsible Investing. Powered by Perspective.

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.

How We Analyze
2.5 Billion Peole at Risk of Water Stress

* Source: World Resources Institute, "17 Countries, Home to One-Quarter of the World's Population, Face Extremely High Water Stress" (2019)

Responsible Investing. Powered by Perspective.

As leaders in Responsible Investing, we understand that complex risk and opportunity assessments requires deeper, more comprehensive research and analysis.

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.

Read More How We Analyze
$504+ Billion - Cost of opioid crisis for the US

* 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)

Responsible Investing. Powered by Perspective.

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.

How We Analyze
Marine vs Trucking 1 Vehicles needed to carry 27,500 units of liquid cargo* 144 647 Ton-miles traveled per gallon* 145 15.6 Tons of C02 emitted per million ton-miles*¹ 154.2 Marine vs Trucking 1 Vehicles needed to carry 27,500 barrels* 144 647 Ton-miles traveled per gallon* 145 15.6 Tons of C02 emitted per million ton-miles*¹ 154.2

* Source: Center for Ports and Waterways, Texas A&M Transportation Institute (2017)
¹ One ton of freight carried one mile

Responsible Investing. Powered by Perspective.

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, 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.

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Energy

Carbon-free
electricity
produced
(2018 TWh):*

Nuclear
2,701
Wind + Solar
2,480
60 Gigatonnes**
Net amount of CO2 equivalent greenhouse gas emissions
global nuclear power has prevented since 1971.

* Source: BP Statistical Review (2019)

** Source: NASA, Science Brief: Coal and Gas are Far More Harmful than Nuclear Power (2013)

Responsible Investing. Powered by Perspective.

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, 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.

How We Analyze

3+ Women on Board of
Directors:*

+10% Return on equity

+37% Earnings per share

0 Women on Board of
Directors:*

-1% Return on equity

+8% Earnings per share

* Source: MSCI, Women on Boards Report (2016)

ESG Helps Drive Stronger Points of View


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