Investment Overview

US large-cap core research index strategy offering exposure to companies that meet 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 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 for Responsible Investment across approximately 200 peer groups using over 300 Key Performance Indicators to measure ESG performance
Neutralize sector variances by over/underweighting sector weights to more closely align with the initial universe
Create an end portfolio of approximately 750 holdings that are reconstituted annually and rebalanced quarterly
 

Investment Team

Thomas Seto
Portfolio Manager
28 years of industry experience
2 years at Calvert
BS, University of Washington
MBA, University of Chicago Booth School of Business
Chris Madden, CFA
Portfolio Manager
20 years of industry experience
15 years at Calvert*
BS, BA, Indiana University
Jade Huang
Portfolio Manager
14 years of industry experience
12 years at Calvert*
BA, University of California, Berkeley
MA, Johns Hopkins University
*Years at Calvert include years at Calvert Research and Management (CRM) and years at Calvert Investment Management (CIM).
 

Benchmark

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

Disclosure

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