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Calvert Investments expands Calvert Responsible Index Series


Calvert Investments has launched two new indexes in the Calvert Responsible Index Series – the Calvert Developed Markets Ex-US Responsible Index (CALDMI) and the Calvert US Mid Cap Core Responsible Index (CALMID). 

In addition, the firm has launched mutual funds that will track each of the two new indexes: the Calvert Developed Markets Ex-US Responsible Index Fund (NASDAQ: CDHAX) and the Calvert US Mid Cap Core Responsible Index Fund (NASDAQ: CMJAX).

“Calvert is committed to meeting the evolving needs of our clients with both active and indexed responsible investing products,” says John Streur (pictured), CEO, Calvert Investments. “Calvert has 30 years of leadership in helping responsible investors define and assess the environmental, social and governance impacts of the corporations they own. Combine this with our shareholder engagement and we can help investors drive real positive change in the world.”

The indexes are driven by the Calvert Research System, a proprietary research platform that synthesises 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.

Calvert’s three other responsible index funds include:

• Calvert US Large Cap Core Responsible Index Fund (NASDAQ: CSXAX)
• Calvert US Large Cap Growth Responsible Index Fund (NASDAQ: CGJAX)
• Calvert US Large Cap Value Responsible Index Fund (NASDAQ: CFJAX)

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