Financial Screening Study: Calvert Investments

Financial Screening Research Calvert Investments was found in 1976. This Mutual Fund serves individuals and institutional investors offering them more than 40 equity and fixed income mutual funds, workplace retirement options, and a nation 529 college savings program. Calvert Investments are known for taxable bond investing and manages the largest family mutual funds in the United States including environmental, social, and governances research. The Minimum initial investment for an account is $2,000 and for an IRA is $1,000. There is a sales charge fee of 4.75% maximum and the maximum deferred sales charge is none. Redemption fees can be more or less of the investor’s shares original cost. There is a Management Fee with Calvert Investments …show more content…
The Environment Screens include climate/ clean technology, pollution/ toxics and other environmental solutions. Social Screens involve community development, diversity & equal employment opportunity, human rights and labor relations. Governance Screens include Funds Board issues and executive pay. The final category that Calvert Investments are associated with are Products Screens which include alcohol, animal welfare, defense/ weapons, gambling and labor relations. These Screens all have positive and restricted policies in regards to the environment except for the Product Screens where they do not have a positive impact in this society. Calvert Investments solve problems in broad areas including governance and ethics, workplace issues, product safety and impact, the environment, Indigenous People’s rights, international operations and human rights and community relations. Calvert Investments answers these issues by finding companies that have a positive leadership and creative impact through their business operations to this society. Calvert Investments focuses on advancing environment sustainability, respecting human rights and exhibits accountable