Calvert Investments

Calvert Investments, Inc., established in 1976, is an investment management company that is headquartered in Bethesda, Maryland and led by John Streur, the firm’s President and Chief Executive Officer. Calvert is one of the largest responsible investment companies in the United States.

To guide its mission of stewarding capital responsibly, Calvert seeks to deliver on what it calls the four pillars of responsible investing. These pillars are financial performance, superior research, shareholder engagement and inclusive prosperity and impact. Financial performance refers to Calvert’s paramount fiduciary responsibility to the investor to achieve the right risk and return profile for the asset class and style of investment. Superior research means gaining a comprehensive understanding of the impact an investment could have on society both positive and negative in order to generate investment returns and avoid risks. Shareholder engagement speaks to Calvert’s commitment to actively engage with companies on behalf of their investors with a focus on environmental, social and governance issues. Finally, inclusive prosperity and impact means recognizing that the original and primary purpose of capitalism was to address problems in society. With this in mind, Calvert works to execute specific investments intended to directly address key problems such as widespread poverty and sub-standard living conditions worldwide.

Calvert offers both active and passive investment strategies across a range of equity, fixed income, multi-asset and global investment products, all of which feature integrated environmental, social, and corporate governance (ESG) research. Calvert manages the investments of a variety of clients who include institutions, financial advisors, retirement advisors and individuals. Calvert has a long-standing commitment to shareholder advocacy, proxy voting and investing in communities.

In addition to Calvert’s investment products and services, several notable milestones have kept Calvert at the forefront of the responsible investing field:

Through the investment strategies Calvert offers, investors are able to combine financial impact with environmental and social impact. Today, Calvert Investments targets one-to-three percent of their participating portfolios’ assets to high impact investments directly in communities.

The Calvert Foundation was founded in 1988 and is a community Development Financial Institution (CDFI). Though the Calvert Foundation has a close relationship with Calvert Investments, the Foundation is a legally separate organization with its own operations and mission. Today, the Calvert Foundation works in approximately 80 countries in varied sectors such as affordable housing development, microfinance, women’s empowerment, fair trade and sustainable agriculture.

...
Wikipedia