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Calvert Investments Continues Expansion of The Calvert Responsible Index Series

Developed Markets Ex-U.S. and U.S. Mid Cap Latest Introductions

BETHESDA, Md., October 30, 2015 – Calvert Investments, Inc., a global leader in responsible investing, announced today the introduction of two new indexes in the Calvert Responsible Index Series: the Calvert Developed Markets Ex-U.S. Responsible Index (CALDMI) and the Calvert U.S. Mid Cap Core Responsible Index (CALMID). In addition, Calvert launched mutual funds that will track each of the two new indexes: the Calvert Developed Markets Ex-U.S. Responsible Index Fund (CDHAX) and the Calvert U.S. Mid Cap Core Responsible Index Fund (CMJAX).

In June, 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 (formerly Calvert Social Index Fund). The indexes are driven by the Calvert Research System, a proprietary research platform that synthesizes multiple sources of non-financial data, including 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 firm continues to build upon its global responsible investment research expertise with the newest additions to its responsible index series and related low-cost index funds that will track them and institutional separate account products.

HIGHLIGHTS:

Calvert now offers five distinct indexes:

  • Calvert U.S. Large Cap Growth Responsible Index
  • Calvert U.S. Large Cap Core Responsible Index
  • Calvert U.S. Large Cap Value Responsible Index
  • Calvert Developed Markets Ex-U.S. Responsible Index
  • Calvert U.S. Mid Cap Core Responsible Index

Calvert now offers five index funds, each based on one of the Calvert Indexes:

  • Calvert U.S. Large Cap Core Responsible Index Fund (NASDAQ: CSXAX)
  • Calvert U.S. Large Cap Growth Responsible Index Fund (NASDAQ: CGJAX)
  • Calvert U.S. Large Cap Value Responsible Index Fund (NASDAQ: CFJAX)
  • Calvert Developed Markets Ex-U.S. Responsible Index Fund (NASDAQ: CDHAX)
  • Calvert U.S. Mid Cap Responsible Index Fund (NASDAQ: CMJAX)

“Calvert is committed to meeting the evolving needs of our institutional and private clients with both active and indexed responsible investing products,” said John Streur, CEO, Calvert Investments. “The universe of indexed responsible investment funds is nearly non-existent. Calvert is providing choices for investors based on their desire to get broadly diversified exposure to responsible investments at a reasonable price. Investors may find our index funds can be a cost-effective way to form a foundation or core for portfolios. Where investors find that active management can be valuable, they may look to our high conviction actively managed strategies.

“Calvert Investments has over 30 years of leadership in helping responsible investors define and assess the environmental, social and governance (ESG) impacts of the corporations they own. Combine this with our shareholder engagement and we can help investors drive real positive change in the world.”

Calvert continues to partner with indexing leader S-Network Global Indexes, Inc.SM (SNGI) to manage the benchmark universes.

Information about the Calvert Responsible Index Series and the Calvert Principles for Responsible Investment can be found at www.Calvert.com.

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