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5th November 2015

Continued Expansion of the Calvert Responsible Index Series

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

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Continued Expansion of the Calvert Responsible Index Series

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).

“Calvert is committed to meeting the evolving needs of our clients with both active and indexed responsible investing products,” said John Streur, 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 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.


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