Calvert Foundation Financial Advisor Center

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Calvert Foundation’s portfolio is diversified and professionally managed to minimize investor risk and maximize social impact.

All investments, whether custom-targeted or not, benefit from full portfolio diversification. Approximately 65% of our portfolio is at work in the US, and 35% is international. Rigorous due diligence is performed on every group in the portfolio, and an additional $20 million in security enhancements help many advisors feel secure recommending the Calvert Community Investment Note to their clients.

Affordable Housing: 30% of the portfolio

  • At work in institutions active in all 50 US states
  • Includes Developers, Loan Funds and Community Development Corporations

Small Businesses & Community Facilities: 25% of the portfolio

  • Community Development Financial Institutions (CDFIs) make up the core of our portfolio
  • Includes Loan Funds, Facilities Funds and Domestic Microfinance

International Microfinance: 35% of the portfolio

  • At work in institutions with projects in over 106 countries
  • Includes Microfinance Institutions, Intermediaries and Networks

Social Innovations: 10% of the portfolio

  • Social Enterprises with high-impact missions account for 5% of our portfolio
  • Fair Trade Coffee Cooperatives account for 2% of our portfolio
  • The final 3% goes to Independent Media and other non-traditional, high-impact groups