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Calvert by the Numbers

YEARS OF HISTORY

40+

TOTAL AUM1

$39.8B

ESG INDEX & FUND OFFERINGS

58

Why Calvert

Deep Experience

40+ years history of leadership and innovation in Responsible Investing

Dedicated to Responsible Investing

Calvert's focus on Responsible Investing is at the heart of what we do

Global Reach

Strategies that span global capital markets including proprietary responsible indexes, quantitative equities, fundamental equity, fixed income, and customized solutions

Active Engagement

Our Corporate Engagement strategists influence companies toward greater sustainability and corporate governance

Principles Based Approach

Built on the Calvert Principles for Responsible Investment, which bridge global norms for responsible businesses with the needs of return-seeking investors

Research Driven

Specialized research analysts use differentiated data to evaluate financially material ESG factors in order to measure impact and identify catalysts for positive change

Differentiated Research and Active Enagagment

By combining our proprietary research models with a structured corporate engagement framework, we work toward building sustainable long-term value in both the companies we invest in and our clients’ portfolios.

Our Differentiated 5-Step Process

Identifying how financially material ESG factors influence company performance is integral to Calvert's research process. The process ensures that our strategies invest in companies that manage their material ESG factors well while avoiding companies exposed to excessive ESG risk.

Define Peer Group
Relevant company comparisons

Develop Investment Thesis
Forward-looking risk assesment

Build Structural Model
Focus on financially material ESG issues

Rate and Rank Issuer
Detailed analysis of ESG risks and opportunities

Monitor Process
Comprehensive governance approach

Our Engagement Approach

Calvert has a long history of collaborating with companies to encourage them to improve corporate behaviors and contribute to a more sustainable and equitable society.

Direct Dialogue

Through ongoing discussions with management or boards, we raise concerns and reach agreements to improve a company's ESG policies.

Proxy Voting

We use proxy voting to register support or concern about corporate governance, management, social or environmental issues.

Shareholder Proposals

When engagement has not made progress, we can add a question to the company’s ballot on an ESG topic for a vote of all shareholders, demonstrating broad-based investor concern about the issue.

Multi-Stakeholder Work

Calvert may use coalitions and partners to further amplify our voice and work for positive change in key issue areas.

Public Policy

Calvert seeks opportunities to collaborate with government and regulatory agencies, NGOs and influential public policy groups to educate and inform on the importance of responsible investing and ESG factors in legislative and societal frameworks.

Partner with a Leader

Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.

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Global Leadership

To help raise global ESG standards and practices, we partner with governments, agencies and industry groups.
 


US SIF logo

The Forum for Sustainable and Responsible Investment

A leading voice advancing sustainable impact investing across all impact classes, with a focus on long-term investment and positive social and environmental outcomes.


UN Global Compact


The world’s largest corporate sustainability initiative calls on companies to align operations with principles on human-rights, labor, the environment and anti-corruption.


Carbon Disclosure Project



CDP is a non-profit that manages the global disclosure system for investors, companies, cities and states to manage their environmental impacts.


Coalition for Environmentally Responsible Economies

Ceres unites investors, companies, and public interest groups to accelerate the adoption of sustainable business practices.


Global Reporting Initiative


An international standards organization that helps businesses understand their impacts on ESG issues such as climate change, human rights and corruption.



Principles for Responsible Investing


We were a founding signatory of the United Nations’ Principles of Responsible Investing.


UN Women’s Empowerment Principles

A code of conduct for corporations focused on empowering, advancing, and investing in women worldwide.


Sustainability Accounting Standards Board

As a founding member of the SASB Investor Advisory Group, we work to elevate corporate reporting standards across all major industries.

In assets under management as of December 31, 2024. AUM includes assets in one or more of CRM’s affiliates.