Investment Overview

US large-cap core "research index" strategy offering exposure to companies that meet Calvert's rigorous responsible investing principles.
Designed to closely track the Calvert US Large-Cap Core Responsible Index which is derived from the largest 1000 companies in the U.S. equity market
Overall Calvert philosophy and approach guided by the Four Pillars of Responsible Investment (see below)
 

Calvert's Four Pillars of Responsible Investing

Performance
Our first responsibility is to seek strong portfolio returns.
Research
We conduct deep, proprietary research focused on material ESG issues.
Engagement
As shareholders, we actively engage with companies to help drive performance and social value.
Impact
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 approximately 200 peer groups using over 400 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 750 holdings that are reconstituted annually 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
Chris Madden, CFA
Portfolio Manager
19 years of industry experience
1 year at Calvert
BS, BA, Indiana University
Jade Huang
Portfolio Manager
13 years of industry experience
1 year at Calvert
BA, University of California, Berkeley
MA, Johns Hopkins University
 

Benchmark

Russell 1000® Index (Primary)
Calvert US Large-Cap Core Responsible Index (Secondary)
 

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 high correlation with the Russell 1000® Index
 

Disclosure

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