Calvert for Financial Advisors:
Value-Added Resources

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

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.

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

In this practice management tip, advisors are reminded that clients need and expect significantly more communication to feel informed, reassured and engaged during times of crisis. This tool focuses on the essence of communication - asking questions and listening. This piece provides ideas for establishing a rhythm of communication and a series of core questions that unlock essential dialogue with clients.

In this practice management tip, advisors are reminded that they need to display what they want their clients to do. Effective leadership, especially in this time of economic uncertainty and downturn, requires first of all, focused self-leadership. This tool guides them in establishing rituals of self-care and practice management that can lead to a renewed sense of passion for the business, clarity of mind, consistency of execution and authentic hope for clients.

In this practice management tip, advisors are encouraged to construct a Life-list. This simple practice will provide the advisor and their clients with a model for casting dreams, aligning values and then setting and achieving compelling goals. When aligned with values, dreams can reignite passion and provide the necessary inspiration to weather any crisis.

In this practice management tip, advisors are encouraged to look beyond money for a true measure of wealth. Goals that are worth achieving typically are multi-faceted, relying on the blending of multiple “life-dimensions.” With this tool, advisors learn that there are 10 Life dimensions and that each can be measured to determine its importance. Additionally in order to experience more business success and enjoy greater personal fulfillment, the sound financial principles of diversification, balance and advice also apply to our Life dimensions.

In this practice management tip, advisors are encouraged to focus on the intersection of their passion and motivated abilities. This sweet spot can help drive business and the most important client relationships to new heights. Strength deployment is at the heart of effectively managing time and energy, engaging clients and having sustainable success with fulfillment in building a thriving practice.

This tool provides an overview of Calvert’s five-part series Practice Management Tips for Turbulent Times, which offers executive coaching insights to help financial advisors not only survive, but thrive in this tough market environment. Each tool provides a principle that, when put into practice, can help ensure advisors are successful.

This brochure will help you connect with environmental investors (existing clients or prospects) by explaining Calvert's rigorous approach to analyzing a company's environmental policies, practices and performance as part of the investment selection process and in targeting advocacy and policy actions.

This tri-fold brochure targets the LGBT investor market with a message about how an SRI investment approach can provide value while reflecting an LGBT investor’s values.

This brochure will help you connect with environmental investors (existing clients or prospects) by explaining Calvert's rigorous approach to analyzing a company's environmental policies, practices and performance as part of the investment selection process and in targeting advocacy and policy actions.

The Calvert Women's Principles constitute the first global code of conduct corporations focused exclusively on empowering, advancing and investing in women worldwide. Use this brochure to assist in your efforts to target the women's market.

Eighty-three percent of leading companies have at least one woman or minority on their boards, but only 38% have a woman or minority among their five highest paid-executives according to a recent survey of 636 companies by Calvert.