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2024 Impact Principles Disclosure

Calvert Impact's 2024 Impact Principles Disclosure and 2023 Verifiers Statement

Calvert Impact is a founding Signatory to the Operating Principles for Impact Management (the Impact Principles), a framework adopted by over 180 leading global impact investors, managing nearly half of the total assets in the impact investing market, to-date*. Signatories of the Impact Principles commit to integrating impact measurement and management (IMM) best practice throughout the entire investment lifecycle, from strategy to deal sourcing to exit or repayment, and ensure that lessons learned are continuously incorporated into portfolio management. Signatories commit to disclosing these IMM practices annually and submit their practices for periodic independent verification, ensuring accurate and transparent disclosures and mitigating against impact washing.

Nine Impact Principles See pg. 21 of the Impact Disclosure and Verifier’s Statement for more information

This annual Disclosure Statement pertains to the portfolio of the Community Investment Note® issued by Calvert Impact Capital and and the portfolio of the Cut Carbon Note® issued by Calvert Impact Climate, both subsidiaries of Calvert Impact. The total Covered Assets managed in alignment with the Impact Principles is US$550.5 million as of December 31, 2023.

The Impact Principles were designed to measure integrity and increase transparency, and we know our annual disclosure and periodic independent verification provide critical impact insights and comfort for our investors that our IMM practices remain robust. As leaders in the impact investing industry, we encourage the continued adoption of the Impact Principles by both asset managers and asset owners, and as always, look forward to your feedback and questions.

Access the 2024 Impact Disclosure.

*Signatories manage $530 billion of the total $1.164 trillion in the impact investing market, sized by the 2022 GIIN market sizing report