Calvert for Financial Advisors:
Product-Focused Resources

An interview with Calvert's Lily Donge and KBC Asset Management's Jens Peers and Colm O'Connor based on the Green Investing Webinar held in December 2009.

Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. KBC Asset Management International, Ltd. (KBC) of Dublin, Ireland manages the fund.

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues.

Offers a brief perspective on the current landscape of public concern over climate change and rising fuel prices. Highlights companies at the forefront of renewable energy technologies. Provides key reasons to consider the Calvert Global Alternative Energy Fund. Client approved.

The Calvert Global Alternative Energy Fund can be a great conversation-starter with clients and prospects. Send this customizable mailer to your mailing list. Contact your regional marketing consultant at 1-800-368-2750 for more information.

Generate conversation about alternative energy with this table-top sign. Print it in full-color and display it in a reusable 8.5 x 11 inch plexi-glass frame in your lobby or office. Only available in PDF.

This two-sided piece summarizes the key drivers for Alternative Energy as outlined in the White Paper, A Bright Future for Alternative Energy. Updated with 2009 data.

This White Paper describes five important drivers leading to demand for alternative energy. Updated with 2009 information and outlook.

An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds.

Use this piece to demonstrate to clients that a diversified portfolio has provided a nice, smooth ride to steady performance over the last ten years. Use the asset allocation "periodic table" on the front to show how the winners of the previous year can often become the losers of the following year. Then, then show pie charts of the three Calvert Asset Allocation Funds on the back.

A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund. This material is not approved at all firms. Please check with your firm's compliance team.

An interview with Richard B. England, Lead Portfolio Manager for CSIF Equity Portfolio and Managing Director, Calvert subadvisor Atlanta Capital Management, LLC based on the October 2009 webinar

This profile outlines the Calvert World Value International Equity Fund advisor's investment process and strategy.

This booklet explains the key concepts associated with fixed income investing including duration, total return, risk measurement and understanding the yield curve.

Calvert Short Duration Income Fund is a high-quality short duration bond fund. Use this Fund Snapshot to explain to your clients more about this fund. This material is not approved at all firms. Please check with your firm's compliance team.

Calvert Ultra Short Income Fund invests in ultra-short, high quality bonds. Use this Fund Snapshot to explain to your clients more about this fund. This material is not approved at all firms. Please check with your firm's compliance team.

In a recent conference call, Calvert Senior Vice President and Portfolio Manager Greg Habeeb discussed the positive shift in market sentiment toward corporate bonds in 2009 as well as his views on inflation and interest rate levels..

Calvert High-Yield Bond Fund is managed by Calvert Asset Management Company, Inc. (CAMCO). The Fund primarily seeks a high current income through investments in high-yield bonds (sometimes called "junk bonds") with intermediate maturities.

Calvert Short-Term Government managed by Calvert Asset Management Company, Inc. (CAMCO). by using an investment process that seeks to capitalize on anticipated changes in yields on U.S. government debt with various maturities..

This investment process piece contains an explanation of the techniques and strategies that portfolio manager Tom Dailey and his team use to manage Calvert Tax-Free Bond Fund to strive to produce tax-exempt income.

Shareholder Investment News and Information. Quarterly newsletter featuring the latest news on funds, portfolio managers and "housekeeping" issues.

Market Commentary by Calvert CIO-Fixed Income Cathy Roy Read how uncertainty about the success of the Fed's strategy may create opportunities through market volatility in 2010.

This “Bonds 101” style presentation can be used by an advisor to help educate clients and prospects about the basics of how bond funds are constructed, what impacts the price of bonds and the role they play in a diversified portfolio.

Morningstar analyst commentary and fund performance data as of 12/31/09.

Use this chart to show the rotating performance of fixed-income categories from 2000 to 2009.

Use this two-sided material to learn more about the top-ranked Calvert Ultra Short Duration Income Fund.

Calvert Global Water Fund is an all-market-cap, water sector mutual fund that invests in non-U.S. and U.S. stocks. Calvert subadvisor KBC Asset Management International, Ltd (KBC) OF Dublin, Ireland manages the fund.

Water is essential to the sustenance of life, yet it is without alternatives. Water resource development, therefore, is a critical need. Use this piece with your clients to support the case for investment in the water sector.

As demand for water grows and the finite supply of this crucial resource dwindles, investors will face tough new questions about sustainability and which companies are best positioned to address the future.