Facts & Figures
|Inception of sustainability strategy||1976|
|Total AUM (USD)||25.965 billion
(as at 30/09/2020)
|AUM Responsible Strategies (USD)||24.1 billion
(as at 30/09/2020)
|% ESG integration||100%|
|% proxy voting||100%|
|Responsible Investment team||30*|
*Includes individuals who conduct ESG research, quantitative analysis, engagement, proxy voting, and operations/special projects.
|Firm-wide ESG integration||✓|
|Impact investing||✓||Calvert Green Bond Strategy|
|UN Global Compact||✓||2001|
|Funds in Hållbarhetsprofilen||X|
|Other memberships||Click here to see all other memberships|
Calvert is a leader in the responsible investing arena and traces its roots to Calvert Investment Management which was formed in 1976 and was a founding signatory to the UN PRI in 2006. Calvert launched their first Responsible Investment strategy in 1982 that divested from companies doing business in apartheid era South Africa. Calvert is a signatory to many ESG initiatives and notably, the Calvert Women’s Principles were also adopted as the UN Women’s Empowerment Principles.
Calvert’s philosophy is to invest in companies that demonstrate positive environmental, social and governance (ESG) performance as we address corporate responsibility and sustainability challenges. Calvert believes that there are long-term societal and financial benefits to an investment philosophy that attaches material weight to these factors.
Calvert’s in-house ESG research team are guided by the proprietary “Calvert Principles” towards the goal of earning competitive investment returns for clients while influencing progress and creating a positive impact on society. Research focuses on identifying the financially material ESG risks to which issuers are exposed, evaluating management teams’ ability to navigate those risks, and recognising opportunities for companies to improve their ESG performance. Analysts parse thousands of ever-evolving data points to differentiate issuers based on financially material ESG issues, informing both our investment decisions and our corporate engagement efforts.
Calvert has a long history of advocacy and engagement. Through this work, shareholders are able to benefit from companies improving their corporate behavior and operations to provide a net benefit to society. We believe that making these improvements on material ESG issues may not only promote positive change, but also drive shareholder value.