Calvert Honored at MFEA Star Awards
Receives eleven awards for mutual fund communications and community investment
10/29/2009
October 29, 2009 Bethesda, MD Calvert, a leader in sustainable and responsible investing (SRI), received the Mutual Fund Education Alliance’s (MFEA) community investment award on October 21, 2009. Calvert also received a Star Award for overall excellence in advisor communications in the medium-sized company category, as well as nine additional category awards honoring specific achievements in retail and advisor communications, including best retail communication in response to the economic crisis for a total of eleven awards.
The STAR Awards are presented annually by the Mutual Fund Education Alliance, a national mutual fund industry trade association, and have become a prestigious recognition of companies in the fund industry who excel at marketing, education and communications for shareholders, advisors and plan participants. Top awards for outstanding overall communications were presented, as well as awards for achievement in specific categories, based on a company’s assets under management.
“Over the past year, market volatility has made it critical for us to communicate more effectively than ever with our advisors and shareholders,” said Reggie Stanley, Senior Vice President and Chief Marketing Officer at Calvert Group, Ltd. “We are very proud of the MFEA’s recognition via the Star Award Program; because it means that we are succeeding in educating and informing our key constituencies. We are also happy that the MFEA and our peers have honored our work in community investment, which is a key component of our business.”
In presenting the community investment award, MFEA Managing Director, Michelle Smith stated, “Calvert Investments sets the standard for all companies when it comes to community involvement,” said Michelle Smith, MFEA Managing Director. “Their leadership in corporate citizenship exemplifies how fund companies can serve their investors and touch the lives of many more in the communities in which they live and do business.”
Mr. Stanley added that: “The mutual fund industry plays an important community and societal role beyond the financial products we offer. Awards like this during tumultuous times help to emphasize the importance of Calvert’s commitment to investor communications and corporate integrity on behalf of the communities we serve. Calvert’s culture embraces this philosophy and commitment as being integral to our business and culture. We strive to deliver and enhance those commitments every day, because we believe it contributes to lasting client relationships as well as business and societal results.”
In addition to the community investment award, Calvert was recognized in the following categories (all in the mid-sized company division):
Retail Communications
- Special Communication (Honorable mention)
- Home Page
- Website
- Crisis Communications
Advisor Communications
- Overall Communications Effort
- Printed Communications
- Home Page
- Online Innovation
- Website
- Multi-Media Ad Campaign
About Calvert
Calvert Investments is an investment management company that offers mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. By combining rigorous analysis with independent thinking, our disciplined approach to money management goes beyond traditional factors in order to manage risk and to identify investment opportunities with greater long-term potential. We offer more than 50 equity, bond, cash, and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Founded in 1976 and based in Bethesda, Maryland, Calvert Investments managed assets of more than $14 billion as of October 23, 2009.
A leader in Sustainable and Responsible Investments (SRI), Calvert Investments offers investors among the widest choice of SRI strategies of any investment management company in the United States. Each SRI strategy employs one of three proprietary approaches. Calvert Signature™ Strategies integrate two distinct research frameworks: a rigorous review of financial performance plus a thorough assessment of environmental, social and governance performance. Only when a company meets Calvert standards for both frameworks will we consider investing.
Calvert Solution™ Strategies selectively invest in companies that produce products and services designed to solve some of today's most pressing sustainability challenges. Calvert SAGE™ Strategies emphasize strategic engagement to advance environmental, social and governance performance in companies that may not meet Calvert standards today, but have the potential to improve. More information on Calvert SRI strategies is available here .
#9500 (10/09)
