Calvert Impact

Overview

Calvert Impact is a global impact investment firm that helps all types of investors and financial professionals invest in solutions that benefit people and the planet. With a 30-year track record, they provide positive financial, social, and environmental returns with integrity. They finance solutions that create opportunity and unleash innovation, channeling investments to high-impact organizations not found in the S&P 500. From renewable energy funds providing affordable solar products in Sub-Saharan Africa to small business lenders targeting underserved populations in the US, their investments advance economic opportunity and environmental benefits. Their products and services include the Community Investment Note®, which channels funds into organizations, and the Cut Carbon Note, which invests in carbon offset projects. They also provide services such as investment syndication and structuring. They have mobilized approximately $5 billion to build and grow local community and green finance organizations through their flagship Community Investment Note® and other products and services. They use their unique position to bring the capital markets and communities closer together. Their impact includes serving 163.4 million clients, with 78% being women, reducing 6.4 million metric tons of CO2, and supporting 96 borrowers in over 100 countries. They have a proven investment team with more than 25 years' heritage in Quality investing, a longstanding and disciplined investment process based on fundamental analysis and bottom-up stock selection, and a truly long-term approach, identifying reasonably priced companies with strong fundamentals and allowing them time to compound to generate attractive shareholder returns.

Investment Focus

• Focus on high-impact organizations
• Positive financial, social, and environmental returns
• Integrity in investment practices
• Support for underserved populations
• Advancement of economic opportunity and environmental benefits
• Mobilization of capital for community and green finance organizations
• Bringing capital markets and communities closer together
• Long-term investment approach
• Identification of reasonably priced companies with strong fundamentals
• Allowing time for investments to compound
• Attractive shareholder returns

Portfolio Companies