Resources for Financial Advisors
Impact investing represents an important opportunity for advisors to add value for their clients and to their practice while contributing to solutions people and planet need.
Let us know how we can help you and your clients invest in the causes and places they care about.
Check out our resources below and on our Investing page. You can also sign up for our Advisor Newsletter at the bottom of this page.
Community Investment Note® Portfolio Management Overview
Our new Community Investment Note® Portfolio Management Overview provides information on our due diligence and portfolio management process for the Note.
2025 Impact Principles Disclosure
Calvert Impact affirms alignment our with Impact Principles and received Advanced ratings in independent verification
Investor Survey Results
This survey is a part of our ongoing mission to better serve our investors by ensuring we understand their needs and interests.
Q3 2024 Report
Our Q3 2024 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.
Our 2024 Community Investment Note® Impact Report, "Taking Action for Communities & Climate"
Calvert Impact's 2024 impact report, including new impact data, stories, and photos from their Community Investment Note portfolio.
Q2 2024 Report
Our Q2 2024 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.
2024 Impact Principles Disclosure
Calvert Impact affirms alignment our with Impact Principles and received Advanced ratings in independent verification
Q1 2024 Report
Our Q1 2024 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.
For more information, email us at info@calvertimpact.org or give us a call at 800.248.0337.
Advisor Newsletter
If you would like to receive our monthly newsletter for financial advisors, please sign up below.
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