ESG Research Platform and Product Innovation Garner New Recognition for Calvert
Calvert Investments Inc., a leading responsible investment manager, is pleased to announce that the Calvert Responsible Index Series was awarded “Indexing Product of the Year,” a main category within the William F. Sharpe Indexing Achievement Awards, at the recent 20th Annual Global Indexing and ETF conference. The winners of the awards were selected by a panel of the world\’s leading practitioners and researchers in the field of indexing.
“We are honored to receive this recognition that highlights the manner in which innovation and research have fueled the evolution of the Calvert Responsible Index Series,” said Calvert CEO John Streur. “The development of the series over the past year reflects our sustained commitment to consistently enhancing research capabilities, developing dynamic ESG products and meeting client demand for low-fee index funds. Our goal is to sustain this momentum in the future by adding indexes covering the international emerging markets and small cap universes.”
In June 2015, Calvert initiated the build-out of its index series with the introduction of the Calvert U.S. Large Cap Growth Responsible Index Fund and the Calvert U.S. Large Cap Value Responsible Index Fund, both of which complemented the pre-existing U.S. Large Cap Core Responsible Index Fund. Shortly thereafter, Calvert announced the introduction of the Calvert Developed Markets Ex-U.S. Responsible Index (CALDMI) and the Calvert U.S. Mid Cap Core Responsible Index (CALMID). Calvert partners with indexing leader S-Network Global Indexes, Inc. (SNGI) to serve as calculation agent and to manage the benchmark universes.
The series is differentiated and driven by the Calvert Research System, a proprietary research platform that synthesizes various sources of non-financial environmental, social, and governance (ESG) data. Calvert analysts identify and weight the ESG factors that are most material within each of 156 sub-industries, then rate and rank every company to build the list of index constituents. The indexes were co-developed by Calvert and S-Network Global Indexes, Inc., which serves as the calculation agent.
About Calvert
Calvert Investments is a global leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and enable them to achieve positive impact. Founded in 1976 and headquartered in Bethesda, Maryland, Calvert Investments had approximately $12 billion in assets under management as of April 30, 2016. Learn more at- www.calvert.com
About S-Network
S-Network Global Indexes, Inc. publishes over 200 indexes, which serve as the underlying portfolios for financial products with over USD 5 billion in assets under management. S-Network® is a service mark of S-Network Global Indexes, Inc. and has been licensed for use by Calvert Investments. The Calvert Responsible Index Funds are not sponsored, endorsed, sold or promoted by S-Network Global Indexes, Inc. and S-Network Global Indexes, Inc. makes no representation regarding the advisability of investing in any such Fund.
