What We Do

We examine various facets of global change, seeking to understand how responsible investors can address major global challenges within the existing systems to drive positive impact.

Investors come to us with varying degrees of knowledge and understanding when it comes to responsible investing. Our goal is to provide best-in-class resources, cutting-edge research, and an open and inclusive environment for idea sharing.

Coming soon: Calvert Institute is currently planning its first Responsible Investing Summit. Please check back in for additional details at a later date.


The Calvert Institute maintains a growing network of academic partnerships. Current collaborations include:

  • Disruptive academics, challenging the status quo
  • NGOs and similar organizations creating awareness and impact
  • Co-aligned, innovative investors pushing for positive change

How corporate governance factors can influence financial performance

Corporate governance assessments are an integral part of company research. They can be an indicator of how well a company identifies material environmental and social factors and manages associated risks and opportunities. However, incorporating governance information into investment decision-making poses challenges, as there is an abundance of publicly available data. But there is little clarity on which of those measures may be linked to performance, or the impact the rules and practices of different countries may have on those links. The latter is especially relevant as responsible investing becomes an increasingly global phenomenon.
Picture of Daniel Rourke

Article published byDaniel Rourke

ESG Senior Research Analyst

Calvert Research and Management

Picture of Hellen Mbugua

Article published byHellen Mbugua

ESG Senior Research Analyst

Calvert Research and Management

Facing hard truths: How a pandemic brought inequality into the board room

For more than 40 years, economic inequality, the gap in opportunity and outcome between the highest- and lowest-income members of society has grown unabated in the US and other English-speaking developed countries. Inequality presents material risk to both global economies and individual corporations and investors. As a long-term investor, Calvert has long recognized the financial materiality of this issue to its investment process, as demonstrated by our continued work to integrate social factors into investment decisions.
Picture of Henry Mason

Article published byHenry Mason

ESG Research Associate

Calvert Research and Management

Picture of Anne Matusewicz, CAIA

Article published byAnne Matusewicz, CAIA

Responsible Investment Strategist

Calvert Research and Management

The future of governance: The role of the corporate board in addressing environmental and social changes

Business changes are forcing the evolution of the role of the corporation, and boards must be well positioned to address a variety of environmental, social, and governance (ESG) issues, including climate change, data privacy and cybersecurity, and the changing cultural demands of a more diverse and tech-savvy workforce.

Evaluating the financial materiality of gender diversity factors

Calvert tested the financial materiality of five gender diversity factors: (1) number of female board members, (2) percentage of female board members, (3) number of women in board leadership roles, (4) number of women named executive officers (NEOs) and (5) TruValue’s circumstantial score related to diversity and inclusion news/issues over a three-year period.
Picture of Yijia Chen, CFA

Article published byYijia Chen, CFA

ESG Quantitative Research Analyst

Calvert Research and Management

Contact us at institute@calvert.com