How does Calvert perform socially responsible investment screening?

Calvert Investments employs a comprehensive approach to socially responsible investment screening that focuses on integrating environmental, social, and governance factors into the investment decision-making process. This method combines quantitative and qualitative assessments to evaluate their investment universe. The screening process typically begins with negative screens that exclude companies involved in activities contrary to Calvert's principles, such as tobacco, weapons manufacturing, and fossil fuels. Once the negative screening is completed, Calvert conducts positive screening, which identifies companies that demonstrate strong performance in environmental sustainability, social responsibility, and corporate governance. This is often achieved through proprietary research and analysis, which may include a review of a company's practices in labor relations, diversity and inclusion, ecological impact, and community engagement. In addition to their internal research team, Calvert frequently collaborates with external organizations that specialize in ESG research to ensure that their assessments are both thorough and informed by the latest developments in socially responsible investing. Moreover, Calvert believes in the importance of active ownership. This means they actively engage with companies to advocate for better practices and transparency regarding their ESG performance. By voting on shareholder proposals and initiating dialogues with management, Calvert strives to influence positive change within the companies in which they invest. For more specific details on their investment strategies and methodologies, it may be helpful to look at the information available on the current Calvert Investments website.