Calvert offers a full range of Responsible Investing solutions for individuals, advisors and institutions seeking competitive returns and positive impact.
Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.
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Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.
in assets under management as of September 30, 2022
We offer one of the industry's broadest selections of Responsible Investing strategies.
Our investment solutions cover a wide range of financial objectives, risk profiles and investor priorities.
Active and passive fund offerings that invest across the global capital markets.
Customized strategies that give clients greater control over their investments and taxes.
An easy and practical approach to building diversified, ESG-focused portfolios.
The terms and definition most relevant to Responsible Investing.
Calvert's research is distinguished by its breadth and depth, industry-specific expertise, and focus on materiality. By evaluating a company's ability to navigate financially material ESG issues, Calvert identifies investment opportunities and risks that might otherwise not be apparent.
Calvert actively works with companies on issues such as setting GHG reduction targets, improving diversity, and adopting water stewardship policies. Experience has taught us that working directly with the companies we invest in can drive positive change and improve shareholder value.
Calvert US Large-Cap Core Responsible Index Fund (CISIX) wins two Lipper Awards.
Among 165 funds over 5 years and 132 funds over 10 years as of 11/30/21 in the Multi-Cap Core category based on risk-adjusted returns. CISIX also won the same Lipper Fund Award in 2021 among 169 funds over 5 years and 140 funds over 10 years as of 11/30/20.*
See more about the CISIX index fund
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Tips for talking to clients about Responsible Investing
Visit our Advisor Resource Center to learn more
Talk to your advisor about Responsible Investing and Calvert funds
Refinitiv Lipper Fund Awards as of November 30, 2021 based on risk adjusted returns.
The mutual funds shown may have experienced negative performance during one or more of the time periods represented by the Refinitiv Lipper Fund Award. For the Fund's performance as of the most recent month-end, please refer to our Performance page. Past performance is no guarantee of future results.
Source: The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The 2021 and 2022 Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Other share classes may have different performance and expense characteristics. From Refinitiv Lipper Awards, ©2022 Refinitiv. All rights reserved. Used by permission an d protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited
Risk Considerations: There is no assurance that a mutual fund will achieve its investment objective. Funds are subject to market risk, which is the possibility that the market values of securities owned by the fund will decline and that the value of fund shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in these funds. Click on fund name above for more information.
Investors are increasingly interested in discussing how environmental, social and governance (ESG) strategies can be implemented into their portfolios. Available data indicates that investors across age ranges and income levels are showing greater interest in ESG investing. Where client and advisor interests go, assets follow.
However, an April 2019 survey by InvestmentNews, sponsored by Calvert, revealed that only 21% of financial advisors were proactive in initiating ESG conversations, despite the fact that 42% of investors surveyed preferred to work with an advisor for guidance on ESG investments. Here are some tips for starting the conversation.
Be ready to ask questions…
In addition to asking clients about their financial goals and risk tolerance, ask whether ESG issues are important to them, and how they would like to factor key issues like climate change, data security or fossil fuels into their investing decisions.
…and answer questions
Some of the factors that may have discouraged clients from pursuing ESG investing are lack of knowledge, difficulty evaluating ESG performance, limited investment opportunities and troubles researching ESG investments — problems that advisors are well-equipped to address.
Contrary to the dated perceptions of ESG investing, there is no "penalty" or drop in performance inherent with ESG investing — results have shown that ESG investing is generally competitive with its non-ESG investing counterparts.
Know your options
Every client’s needs are different. Responsible Investing has grown significantly and can be a viable option in a client's portfolio.
Calvert funds can be purchased through financial advisors or via online brokers. While each brokerage firm is different, many include selections from diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies.
While each online broker-dealer may have a slightly different process, here’s a general look at the steps required for online investing.
Step 1: Assess your investment objectives
Review your financial goals and the time horizon for the investment, as well as your tolerance for risk. In addition, you may want to take into account environmental, social and governance (ESG) issues that are important to you. For example, you may be interested in investments that examine the relevant risks and opportunities associated with climate change.
Step 2: Review your options
Companies like Calvert have an increasingly wide variety of products that consider ESG issues in their investment process. You may want to examine how an asset manager selects companies to invest in to see if they factor ESG issues into these decisions. You also may want to consider how an asset manager engages with companies and uses its proxy votes to facilitate change.
Step 3: Select your investments
Determine which investments are appropriate for achieving your financial goals. If you have a financial advisor, talk to them about your financial goals and ESG topics that are important to you. Financial advisors are becoming more knowledgeable about Responsible Investing, but may not be comfortable bringing the topic up themselves.
We analyze how companies affect the environment and our society. And we actively engage those companies to help them perform better while doing more good.
Lower than the Russell 1000 Index
Higher than the Russell 1000 Index
View our full engagement and impact methodology and disclosure.
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