Today's Responsible Investing isn’t simply about excluding "sin" stocks. It's about investing to achieve both a positive impact on society and favorable investment results.Download
- Responsible Investing is entering the mainstream. In 2016, in the U.S. alone more than $8.5 trillion was invested with consideration of responsible investment criteria - a 33% increase since 2014.*
It turns out that embracing environmental, social and governance (ESG) responsibilities is good business. And investors are discovering that it’s possible to earn competitive returns with portfolios that reflect their values.
Calvert’s four pillars of Responsible Investing
- Investment Performance
- We strive to deliver strategies that balance investors’ risk and return objectives.
- We seek to provide investments that align with investors’ values and aspirations — without sacrificing performance.
- Our approach integrates proprietary ESG research with traditional financial analysis.
- We analyze each issuer’s ESG practices, policies and track records to identify positive and negative effects that are material to the issuer and society.
- Calvert advocates and engages directly with management to help companies improve their social and financial performance.
- We take an active role — from filing shareholder proposals and resolutions to working with companies to address sustainable practices.
- Our investors have the opportunity to create direct environmental and social impact.
When it comes to Responsible Investing, performance matters
Responsible Investing is entering the mainstream. In 2016, in the U.S. alone more than $8.5 trillion was invested with consideration of responsible investment criteria — a 33% increase since 2014.*
The Increasing Link Between Sustainability and Business Results
Recent research suggests that implementation of sustainable business practices can create efficiencies that increase shareholder value and mitigate risk.**
For example, initiatives to reduce and reuse waste, improve energy efficiency or conserve natural resources can produce savings that flow to a company’s bottom line. Likewise, companies with strong governance may potentially avoid costly workforce problems or regulatory sanctions.
Calvert: Leading the Way in responsible Investing Since 1982
Calvert is a recognized leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact.
In 1982, Calvert Balanced Portfolio was founded as the first mutual fund to oppose investing in companies that support apartheid in South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds managed in accordance with the Calvert Principles for Responsible Investment.
Through the years, the Calvert Funds have stayed at the forefront of Responsible Investing, applying innovative investment strategies, groundbreaking research, shareholder advocacy programs and public policy initiatives. Today, we’re helping a new generation of investors see financial potential through the lens of environmental, social and governance (ESG) factors.
* "U.S. Sustainable, Responsible and Impact Investing Trends 2016," US SIF Foundation (The Forum for Sustainable and Responsible Investment). Calvert was a sponsor of this study.
** George Serafeim et al., "The Financial and Societal Benefits of ESG Integration: Focus on Materiality" June 2016. Calvert was a sponsor of this study.