Socially Responsible Investment

An Investment Strategy that integrates social or environmental criteria into financial analysis.

With the Giving Fund, your account is invested in socially responsible ways before it is granted out. You can choose how your account is invested through Calvert Group's Mutual Funds and Calvert Foundation's Community Investment Note. Please see below for our approach to socially responsible and community investing.

Socially Responsible Investing

Calvert Group's Family of Funds offer a range of socially responsible investments that donated funds can be invested in. Calvert evaluates companies not only on its profitability, but also on:

Governance and Ethics
Workplace Quality
Environmental Impact
Product Safety and Impact
International Operations and Human Rights
Indigenous Peoples' Rights
Community Relations

Community Investing

Calvert Foundation's Community Investment Note is a high-impact, pooled investment that channels affordable capital to underserved communities and markets, providing economic opportunities where they are needed most. Investors earn a fixed financial return, while generating real-life returns that are measured in homes built, jobs created, and lives changed.

Specifically, Community Investment Notes provide affordable capital to:

Create Jobs
Build Affordable Housing
Provide Microcredit and Help Start Small Businesses
Develop Essential Community Facilities
Finance Social-Purpose Enterprises

Through the Community Investment Note, your account will work in all these sectors and earn a fixed rate of return. The Note is an excellent option for philanthropists interested in getting the highest social return on investment in their Donor Advised Fund.

> Learn more about the Community Investment Note