Investment Overview

US Mid-Cap Core Responsible Index strategy offering exposure to companies that meet the Calvert Principles for Responsible Investment (Calvert Principles).
The Calvert 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 Mid-Cap Core Responsible Index which is derived from some of the largest 1000 companies in the U.S. equity market
ESG research also informs engagement efforts on financially material issues
 

Portfolio Construction

Define an eligible universe by applying Calvert's ESG research 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 initial universe
Create an end portfolio of approximately 600 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

Jade Huang, CFA

Managing Director, Director of Applied Responsible Investment Solutions

Joined investment management industry in 2005

Joined Calvert* in 2016

BA, University of California, Berkeley

MA, Johns Hopkins University

Chris 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 Management (CIM).

 

Benchmark

Russell 1000 Growth Index

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