Article list

Everything from Calvert Research and Management

Financial quality metrics and ESG factor interactions can impact equity markets

From Calvert Research and Management

As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with the more familiar financial quality metrics. But this conflation stems

continue reading

12 Dec 2019

Investors can help accelerate global energy system transition

From Calvert Research and Management

The global energy system is undergoing a transition away from fossil fuels toward a new energy model, a transition that will continue and accelerate over the coming decades. “This has

continue reading

18 Sep 2019

Evaluating the Glass Ceiling: Understanding and unlocking the value in gender equity

From Calvert Research and Management

Calvert Research and Management, an Eaton Vance responsible investing affiliate, says the investment case for advancing gender equality in corporations is strong and clear. Women make up 50% of the

continue reading

01 Aug 2019

Calvert welcomes publication of standards from the Sustainability Accounting Standards Board (SASB)

From Calvert Research and Management

What the SASB standards mean for investors? Calvert Research and Management, a leader in Responsible Investing and an affiliate of Eaton Vance, believes the competitive functioning of securities markets requires that companies

continue reading

23 Nov 2018

Get comfortable talking about Responsible Investing: Calvert

From Calvert Research and Management

John Streur, President and CEO, Calvert Research and Management, a leader in Responsible Investing, with approximately USD$12.9 billion in funds under management and an affiliate of Eaton Vance, stresses that framing

continue reading

07 Mar 2018

Paris exit shifts spotlight to states, businesses

From Calvert Research and Management

Stuart Dalheim, Shareholder Engagement Manager and Kristina Friedman, ESG Senior Research Analyst at Calvert Research and Management, a leader in Responsible Investing, note that pulling out of the Paris Agreement

continue reading

06 Jun 2017

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]