Podcast: Calvert wins Refinitiv Lipper award

Anthony Eames, director of responsible investment strategy at Calvert, talks with Robert Powell in this exclusive interview for Callaway Climate Insights.

By Robert Powell

Calvert Research and Management, a wholly-owned subsidiary of Eaton Vance, has been at the forefront of ESG investing since 1976 and has won the 2020 overall fund family award from Refinitiv Lipper.

“I'm really thrilled to have won the award,” says Anthony Eames, vice president and director of responsible investment strategy at Calvert Research & Management. “I think it's definitely a confirmation of ESG investing really now firmly being in the mainstream.”

Listen to the full interview with Eames.

“Our goal is to really find companies that are balancing the needs of capitalism. So when people invest, they are hoping to get a return on that investment through dividends and appreciation growth, but also the impact on society and the environment… We don't want the financial return to be at the expense of society or the environment. So it's really about finding those companies that are balancing the needs of capitalism and the social and governance, considering environmental considerations as well. It's about identifying companies that are offering a net benefit to society.”

Take a look at the top holdings and performance data for the Calvert US Large-Cap Core Responsible Index Fund Class A (CSXAX) and the Calvert US Mid Cap Core Responsible Index Fund Class A (CMJAX) in our exclusive story this week, The ESG mouse that roared.