Resources for Financial Advisors

Financial Advisors

Q4 2023 Report

Our Q4 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/15/24 | By Justin Conway

Strategic Updates

2023 Year in Review

After sharing our 2023-2025 Strategic Plan in January, Calvert Impact executed on its strategy to bring new products to market to increase connectivity between the capital markets and communities.

12/21/23 | By Jennifer Pryce

Financial Advisors

Q3 2023 Report

Our Q3 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/15/23 | By Justin Conway

Impact Management

Our 2023 Impact Report, "Demonstrate, Educate, Transform"

Our 2023 Impact Report features the impact we and our portfolio partners have had on markets, the environment, and communities around the world throughout 2022 and 2023.

11/06/23 | By Caitlin Rosser

Financial Advisors

Impact Investing: A Short Guide for Financial Advisors

10/17/23 | By Patricia Redsicker

Financial Advisors

Q2 2023 Report

Our Q2 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/15/23 | By Justin Conway

Impact Management

2023 Impact Principles Disclosure and Verification

Calvert Impact affirms alignment our with Impact Principles and received Advanced ratings in independent verification

05/17/23 | By Caitlin Rosser

Financial Advisors

Q1 2023 Report

Our Q1 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/15/23 | By Justin Conway

Financial Advisors

The Impact of Investing in Puerto Rico

Calvert Impact staff visit two portfolio partners in Puerto Rico to learn about impact on the ground

03/28/23 | By Caitlin Rosser

Financial Advisors

Q4 2022 Report

Our Q4 2022 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/15/23 | By Justin Conway

Financial Advisors

Community Investment Note Q3 2022 Report

Our Q3 2022 quarterly report, featuring quarterly updates on our Community Investment Note portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/15/22 | By Justin Conway

Impact Management

Our 2022 Impact Report, "Responding to the Need for Transformative Change"

Our 2022 Impact Report features the impact we and our portfolio partners have had on markets, the environment, and communities around the world throughout 2021 and 2022.

11/03/22 | By Caitlin Rosser

Financial Advisors

New Rates in Unprecedented Times

Our rates are determined by the financing needs of our portfolio partners, not the broader market forces that make headlines. Today, we are raising our rates to reflect changes led by our partners.

10/01/22 | By Justin Conway

Financial Advisors

Q2 2022 Report

Our Q2 2022 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/12/22 | By Justin Conway

Impact Management

2022 Investor Survey Release

The results of our 2022 investor survey are in! Every two years, we conduct a survey to better understand both our current investor base as well as the broader impact investing community.

07/27/22 | By Josh Bay

Financial Advisors

US SIF FORUM 2022: Engaging with industry partners on the evolving impact investing landscape

The USSIF conference featured impact investors like Calvert Impact Capital as well as asset managers, institutional asset owners, data providers, financial advisors, and other practitioners.

06/22/22 | By Anna Mabrey

Financial Advisors

Q1 2022 Report

Our Q1 2022 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/13/22 | By Justin Conway

Impact Management

2022 Impact Principles Disclosure

Calvert Impact Capital is a founding Signatory to the Operating Principles for Impact Management (the Principles), a framework adopted by over 150 leading global impact investors to-date

04/29/22 | By Caitlin Rosser

Videos

Impact Management

2021 Impact Report Webinar

Calvert Impact Capital's Investor Relations and Impact Management staff hosted a webinar to review highlights from our 2021 Impact Report

03/03/22 | By Caitlin Rosser

Financial Advisors

Q4 2021 Report

Our Q4 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/15/22 | By Justin Conway

Racial Equity

Race and finance: America’s segregated banking sector

After the murder of George Floyd, lenders pledged to help communities of colour. But many are still struggling to get cheaper loans

12/13/21

Impact Management

Our 2021 Impact Report, "Making Markets Work for People and Planet"

Our 2021 Impact Report features the impact we and our borrowers have had on the environment and communities around the world throughout 2020 and 2021.

11/18/21 | By Caitlin Rosser

Financial Advisors

Q3 2021 Report

Our Q3 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/12/21 | By Justin Conway

Racial Equity

Getting Money off the Sidelines: A Starting List to Invest for Racial Equity

As more investors seek to direct capital toward racial equity, here’s a starter list to help.

11/08/21

Videos

Impact Management

Mapping a portfolio with its effects on people and the planet

President & CEO Jenn Pryce spoke at Phenix Capital's Digital Impact Symposium about how a consistent impact management framework can improve portfolio management decision-making.

09/23/21 | By Jennifer Pryce

Financial Advisors

Seven ways U.S. retail investors can invest and bank sustainably (ImpactAlpha)

Everyday investors, as well as large asset managers and institutions, are flocking to ESG and impact investing. As many as 95% of millennials are interested in investing sustainably.

09/13/21

Financial Advisors

Q2 2021 Report

Our Q2 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/13/21 | By Justin Conway

Faith and Investing

Building an Impactful Faith Portfolio: A Foundational Guide to Impact Investing for Faith Institutions

The guide includes steps for those seeking to incorporate impact investments into a faith institution’s portfolio, including how to establish an Impact Strategy and incorporate into portfolio policies

07/28/21 | By Amanda Joseph

Financial Advisors

Individuals Represent ‘Untapped Potential’ for Community Investment (Barron's)

The combined health, economic, and social justice crises triggered by the coronavirus pandemic created a surge of awareness in the U.S. around the need to invest in underserved communities.

06/03/21

Financial Advisors

How to Apply a Racial Equity Lens to Your Investments (Morningstar)

If you are fortunate enough to be an investor, you have the means to contribute to change by applying a racial equity lens to your investments. Here are some thoughts on how to do it.

05/26/21

Financial Advisors

Q1 2021 Report

Our Q1 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/14/21 | By Justin Conway

Videos

Industry Landscape

“We need to think bigger," CEO Jenn Pryce on IFC Insights

President & CEO Jenn Pryce spoke to IFC Insights about the two years since the launch of the Impact Principles and her belief that all investments in the future will have an impact investing lens.

04/14/21 | By Jennifer Pryce

Impact Management

2021 Disclosure and 2020 Verifier's Statement for the Operating Principles for Impact Management

Calvert Impact Capital is a founding Signatory to the Operating Principles for Impact Management (the Principles), a framework adopted by over 120 leading global impact investors to-date

04/08/21 | By Caitlin Rosser

Financial Advisors

New Rates To Meet the Needs In Communities

We are beginning to see light at the end of the COVID-19 tunnel as it relates to vaccine roll-out, the economy, and the hope of being able to convene with people outside our immediate household.

04/01/21 | By Justin Conway

Gender Equity

Gender Lens Investing: Legal Perspectives

CIC is dedicated to providing resources investors need to incorporate gender into their investment processes to enhance portfolios and create structural change.

03/25/21 | By Leigh Moran

Financial Advisors

Impact Investing: Making a Difference and a Profit (Investopedia)

Most investors spend their time chasing returns. But what if there was a way to do good while also turning a profit?

03/24/21

Financial Advisors

Q4 2020 Report

Our Q4 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/12/21 | By Justin Conway

Financial Advisors

Impact Investing Through Community Development Financial Institutions (Forbes)

Many people still don’t know what CDFIs are or how to use them. An overview of CDFIs and some useful resources for how you can use them to align your desire for social justice with your investing.

01/31/21

Financial Advisors

How to Add Impact Investing to Client Portfolios Through CDFI Loans (Morningstar)

There are many more ways to incorporate environmental, social, and governance investing into client portfolios than just mutual funds, and one of them has been around for decades.

01/13/21

Financial Advisors

Here’s what you need to know about impact investing, where returns are not the only reward (CNBC)

Impact investments generate specific, positive and measurable environmental, social and/or good governance outcomes, oftentimes with market-rate financial returns.

11/18/20

Financial Advisors

Q3 2020 Report

Our Q3 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/13/20 | By Justin Conway

Financial Advisors

Calvert Impact Capital Expands Work in Under-Resourced Communities Globally; Exceeds $500 Million in Community Investment Note® Balance

Calvert Impact Capital announced today that its Community Investment Note® balance has exceeded $500 million for the first time as its work to support global, under-resourced communities

10/01/20 | By Leigh Moran

Impact Management

2020 Impact Report

Our 2020 Impact Report commemorates our 25th anniversary and features the impact we and our borrowers have had on the environment and communities around the world throughout 2019 and 2020.

10/01/20 | By Caitlin Rosser

Climate

Why do our investors invest for impact? Takeaways from our 2020 Impact Investor Survey

Every two years, we conduct an investor survey to better understand the motivations of our investor base, the challenges they face in investing for impact, and how we can serve them better

09/15/20 | By Caitlin Rosser

Financial Advisors

2020 Investor Survey Results

Every two years, we conduct an investor survey to better understand the motivations of our investor base, the challenges they face in investing for impact, and how we can serve them better

09/15/20 | By Caitlin Rosser

Financial Advisors

Q2 2020 Report

Our Q2 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/14/20 | By Justin Conway

Financial Advisors

Interested in Social-Impact Investing? Here’s How to Start (Wall Street Journal)

The pandemic and other recent events that point to racial injustice have made many investors think about how they can make a difference with their pocketbooks

08/09/20

Financial Advisors

Q1 2020 Report

Our Q1 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/15/20 | By Justin Conway

Strategic Updates

Strategy in the Context of Crisis

As I wrote last month, to say that we are living in extraordinary times would be an understatement. We are in the midst of a triple crisis - health, economic, and climate

04/17/20 | By Jennifer Pryce