Investment Overview

Broad developed markets ex-U.S. "research index" strategy offering exposure to companies that meet Calvert's rigorous responsible investing principles.
Designed to closely track the Calvert International Responsible Index which is derived from the largest 1000 companies in the non-U.S. equity markets
Overall Calvert philosophy and approach guided by the Four Pillars of Responsible Investing (see below)

Calvert's Four Pillars of Responsible Investing

Our first responsibility is to seek strong portfolio returns.
We conduct deep, proprietary research focused on material ESG issues.
As shareholders, we actively engage with companies to help drive performance and social value.
We believe the impact of your investments should be material and measurable.

Portfolio Construction

Define an eligible universe by applying the Calvert Principles of Responsible Investment across 150+ GICS sub-industries using over 450 Key Performance Indicators to measure ESG performance
Neutralize sector variances by over/underweighting sector weights to more closely align with the starting universe
Create an end portfolio of approximately 700-800 holdings that are reconstituted semiannually (June, December) and rebalanced quarterly

Investment Team

Thomas Seto
Portfolio Manager
26 years of industry experience
1 year at Calvert
BS, University of Washington
MBA, University of Chicago Booth School of Business
Jade Huang
Portfolio Manager
13 years of industry experience
1 year at Calvert
BA, University of California, Berkley
MA, Johns Hopkins University
Christopher Madden, CFA
Portfolio Manager
19 years of industry experience
1 year at Calvert
BS, BA Indiana University


Calvert International Responsible Index

About this Benchmark

Research driven index composed solely of companies that meet the Calvert Principles of Responsible Investment
Calvert's Principles seek to identify companies that operate in a manner consistent with:
     – Environmental sustainability and resource efficiency
     – Equitable societies and respect for human rights
     – Accountable governance and transparent operations
Index has historically offered close correlation to the MSCI World ex-USA Index


Calvert Research and Management is an SEC registered investment adviser and wholly owned subsidiary of Eaton Vance Management.