Calvert's SRI Approach

Calvert has been a leader in the field of sustainable and responsible investing (SRI) since 1982; applying its principles to our investment decisions to make a difference – both financial and social. Calvert’s expertise is applied in a variety of ways, from thorough analysis of a company’s corporate responsibility and sustainability practices, to advocating on behalf of shareholders, to influencing government policy.

Calvert's SRI Approach

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    Integrated Environmental, Social, and Governance (ESG) Analysis

    Our integrated focus on ESG and financial research produces a more complete understanding of a corporation’s strengths and risks.

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    Real Engagement with Companies

    Our direct advocacy efforts have resulted in concrete and meaningful progress at numerous corporations on environmental, social, and governance practices.

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    How Calvert Influences Public Policy

    Our thought-leadership in SRI and in the broader financial field influences “best practices” standards and public policies that affect investors and their communities.

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    Community Investing

    Calvert uses select investment programs to direct capital from investors and lenders to communities that are underserved by traditional financial services.

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    Innovative SRI Products

    Calvert Signature®, Solution® and SAGE™ strategies provide a range of investment options to suit investors’ needs.

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