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Expertise
Investors have long been drawn to ETFs for the many potential benefits they offer and to Calvert to seek competitive performance and positive change.
Calvert ETFs give you a different way to leverage our 40+ years of Responsible Investing experience and expertise.
Principled Approach
The Calvert Principles for Responsible Investment bridge global norms for responsible business with the needs of return-seeking investors.
Active Engagement
Our Corporate Engagement Strategists influence companies toward greater sustainability and corporate governance..
Research Driven
Our specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change.
Generally, ETFs offer several potential benefits and may be a convenient way for investors to create customized portfolios in line with their goals and risk profile.
1
Simple fee structures and generally lower expenses than actively managed mutual funds.
2
Designed to be tax-efficient and are operated in a way that generates relatively few taxable events.
3
Underlying holdings are disclosed on a daily basis and share prices are update in real time.
4
Investors can buy and sell shares intraday as ETFs are traded on an exchange.
5
Offer diversified exposure to different asset classes, sectors, geographies and strategies.
Products
Calvert ETFs include four indexed strategies - which track proprietary Calvert indices - and two active strategies. These funds cover a range of key asset classes, can potentially serve as core portfolio holdings and rely on decades-deep expertise in Responsible Investing.
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Forward-thinking investors have evolving, complex needs. We offer an array of active and indexed ETFs that capitalize on the expertise of our highly specialized teams to help you meet them.
All of our strategies feature thoughtfully designed and expertly built exposures designed to meet specific investor goals, including income generation, management of downside risk, capital appreciation and tax efficiency.
Resources
Important Risks and ETF Information
An ESG investment strategy limits the types and number of investment opportunities available to the strategy and, as a result, the strategy may underperform other funds that do not have an ESG focus. Companies selected for inclusion in a strategy may not exhibit positive or favorable ESG characteristics at all times and may shift into and out of favor depending on market and economic conditions.
Environmental, social, and governance (ESG) criteria are a set of standards for a company's behavior used by socially conscious investors to screen potential investments.
Environmental criteria consider how a company safeguards the environment, including corporate policies addressing climate change, for example. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company's leadership, executive pay, and shareholder rights.
Diversification does not eliminate risk of loss.
Shares of Calvert ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total Returns are calculated using the daily 4:00pm net asset value (NAV).
Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns you would receive if you traded shares at other times.
Morgan Stanley Investment Management Inc. is the adviser to the Calvert ETFs.
Calvert ETFs are distributed by Foreside Fund Services, LLC.
© Calvert Research and Management. All rights reserved.
FINRA BrokerCheck. Investors may check the background of their Investment Professional by contacting the Financial IndustryRegulatory Authority (FINRA). FINRA BrokerCheck is a free tool to help investors check the professional background of current andformer FINRA-registered securities firms and brokers. FINRA BrokerCheck is available by calling 1-800-289-9999 and at www.FINRA.org. The FINRA BrokerCheck brochure describing this program is available to investors at www.FINRA.org
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Calvert Research and Management is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
Advisory services are offered by the following Eaton Vance brands: Eaton Vance Management; Atlanta Capital Management Company, LLC; Parametric Portfolio Associates, LLC and Calvert Research and Management, each an SEC registered Investment Adviser.
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For California Voluntary Carbon Market Disclosure please click here.
Before investing in any Calvert or Morgan Stanley Investment Management Inc.-advised fund, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. The current prospectus contains this and other information. To obtain an open-end mutual fund prospectus or summary prospectus, contact your financial advisor or download a copy here. To obtain an exchange-traded fund ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. Read the prospectus carefully before you invest or send money.
Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.
Effective January 3, 2017, Eaton Vance Distributors, Inc. replaced Calvert Investments Distributors, Inc. ("CID") as the principal underwriter of Calvert-advised mutual funds following the acquisition by Calvert Research and Management ("CRM") of substantially all the business assets of Calvert Investment Management, Inc. ("CIM"). CRM has also replaced CIM as the Investment adviser for certain open-end mutual funds.
Eaton Vance Distributors, Inc. does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.
Shares of Calvert open-end mutual funds may be purchased by delivering an application to the Fund’s transfer agent or through financial intermediaries. Shares of Calvert ETFs may be bought and sold throughout the day on the exchange through any brokerage account. Shares are not individually redeemable from an ETF, however, shares may be redeemed directly from an ETF by Authorized Participants, in large creation/redemption units. The information on this webpage is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.
Calvert open-end mutual funds are distributed by Eaton Vance Distributors, Inc. Member FINRA / SIPC. Two International Place, Boston, MA 02109. Calvert exchange-traded funds are distributed by Foreside Fund Services, LLC.
Check the background of Eaton Vance Distributors, Inc. on FINRA's BrokerCheck
NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT
