Investment Overview

Broad developed markets ex-U.S. research index strategy offering exposure to companies that meet the Calvert Principles for 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
Designed to closely track the Calvert International Responsible Index which is derived from the largest 1000 companies in developed non-U.S. equity markets
 

Portfolio Construction

Define an eligible universe by applying the Calvert Principles of Responsible Investment across approximately 200 peer groups using roughly 200 Key Performance Indicators to measure ESG performance
Neutralize sector variances by over/underweighting sector weights to more closely align with the starting universe
Portfolio of approximately 750 holdings that are reconstituted annually and rebalanced quarterly

Investment Team

Thomas Seto

Portfolio Manager

Joined investment management industry in 1991

Joined Calvert in 2016

BS, University of Washington

MBA, University of Chicago Booth School of Business

Jade Huang

Managing Director, Director of Applied Responsible Investment Solutions

Joined investment management industry in 2005

Joined Calvert* in 2016

BA, University of California, Berkley

MA, Johns Hopkins University

Christopher Madden, CFA

Managing Director, Director of Index Management

Joined investment management industry in 1999

Joined Calvert* in 2016

BS, BA Indiana University

* Years at Calvert include years at Calvert Research and Management (CRM) and years at Calvert Investment Managements (CIM).

 

Benchmark

MSCI World ex USA Index (Primary)
Calvert International Responsible Index (Secondary)
 

Disclosure

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

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