Sangano reSustainable Investing Fund Rakachengetedza Rwakaenderera mberi
Yakagadzwa muna 1976 uye ikozvino yakabatanidzwa muBhetesda, MD, Calvert Investments yaive nemadhora anodarika $ 13 mabhiriyoni muzvinhu zviri pasi pekutungamira kubva munaJuly 31, 2014, zvichiita kuti ive imwe yemakambani makuru ekuchengetedza (SRI) muUnited States nhasi. Calvert inoshandisa vashandi vezvemari, vadzidzisi vezvemari nevatengi vavo, zvirongwa zvekurega basa uye inshuwarisi vanotakura, pamwe chete nevashambadzi vezvikoro, kuburikidza nehutano hwakasiyana-siyana, hutano, uye mazano ekugoverwa kwezvinhu, kushandisa shanduko, hutano, uye hutungamiri (ESG) nekutsvaga nekambani kubatana.
Nzira dzekushandisa dzinowanikwa kuburikidza nemari pamwe chete, mazano ekugadzirisa mazano, nekuparadzaniswa kwekambani. Calvert ndomumwe wevatambi vakamira kwenguva refu mu SRI kubvira pawakatanga makore anodarika makumi matatu akapfuura.
Nguva pfupi mushure mekutanga kwekutanga mutual fund , Calvert Investments akaita nhepfenyuro dzekutanga mutual fund mutungamiri wekutarisana nekupesana nehutatu. Makore mana gare gare, Calvert Investments akazova wekutanga mutual fund anorayira kuisa sarudzo yekugadziriswa yakabatanidzwa nehupfumi hwehutano (pahutano / hukama hwehutano - dzakabatanidzwa mune dzakawanda dzakasarudzwa zvakadaro sezvo zvichigona kuonekwa pawebsite yavo pano).
Nhaka yekutanga
Calvert yakagara ichichengetedza chivimbo chakasimba chokuti kuongorora Maitiro eEvironment, Social, uye Governance (ESG) emakambani - kuwedzera kune zvigadzirwa zvemari zvemadzitateguru - anopa Calvert yakawanda uye kunzwisisa kwakadzama, kubatsira kambani yakanakisa kuunza kudzoka kunofadza uye kudzivisa njodzi.
Mumakore ekuma1990, Calvert Investments yakakunda kukunda kunoshamisa kwevanhu ve SRI. Calvert akakumbira Dhipatimendi reMabasa (DOL) kuti ave nemazano ekupa mazano pamusoro pekodzero yemari yakarongedzwa nemagariro sekusarudzwa kwekutsvaga kwezvirongwa zvakarongwa, sezvakaitwa 401 (k) s. Kusvikira panguva iyo, vatungamiri vemapurogiramu akadaro vakanga vaine hanya kuti kusanganisira SRI mari mune zvipo zvavo zvingavhiringidza mutemo wavo wepamutemo yekuwedzera mararamiro, zvichienderana nekutenda kusina kururama kwekuti SRI mari yakabhadhara zvishoma.
DOL inopa kuti mari ye SRI inogona kushandiswa sekusarudzwa kwekutsvaga mari mu 401 (k) zvirongwa, kana zvikadzoka zvayo zvinotarisirwa zvakaenzana nedzimwe dzimba dzekutsvaga dzine ngozi yakafanana. Izvi zvakapararira kuwanikwa kwe SRI mari kune vashandi vemari.
Muna 2004, Calvert akatanga nyika yekutanga yenhamba yehutano hwekambani - Calvert Women's Principles® - kunyanya kuisa mukupa simba, kufambira mberi, nekutsvaga mari kune vakadzi pasi rose. Sangano reUnited Nations rakazogamuchira mazano aya. Muna 2014, Calvert inoratidza chikamu chegumi cheMitemo uye inopemberera chokwadi chokuti makambani anopfuura mazana manomwe evanhu akasaina.
Kubvira Papiyona Kusvika Pakagadzirwa
Calvert yave iri pamafambiro ekutora sangano re SRI kubva pane chimwe chinhu chechirevo chakanyanya kune izvo zvino zviri zvechimwe simba rakasimbiswa. Iye zvino, Calvert iri kuchinja, achitsvaga kuzvitsanangurira saiye anozivikanwa, achitungamira mukukwikwidza mune imwe yemari yemakambani yeSRI.
Calvert inobatanidza chokwadi chokuti kuisa mari isingaperi tende guru. Haisisiri uwandu humwe-hunokodzera-yose sarudzo, uye haina kumbove kwechinguva, ndicho chikonzero Calvert inopa maitiro akawanda ehutano pamwe nemari yakagadzirirwa. Iyo kambani inozviparadzanisa pachayo kubva mune zvakawanda zvekukwikwidzana kwayo nekusangana zvakasiyana-siyana zvekuda mari, uye inoenderera mberi kuwedzera zvipo zvayo.
Calvert iri kushingaira kuvaka chikwata chayo chekurasa basa , uye iri kuwedzera zvipo zvayo kune vashandi vezvikoro kuburikidza nekuchera vamwe vadzidzisi uye kuwedzera zvigadzirwa zvayo mumakirasi easset.
Pasi pemutambo mukuru, nzira dzekutsvaga kweCalvert, maonero akaenzana nemari yakagadziriswa, inogona kuenzaniswa neimwe yezvikamu zvitatu zvinotevera zvinoshandiswa pakutsvaga:
- Kushandisa nzira dzakagadzikana uye dzakachengetedza kubatsira vateereri kuti vashandise munzira nenzira yakaenderana nemitemo yavo
- Kuumba mahofisi ayo anotarisa pamitambo yekutsvaga kwekutsvaga nemagariro akanaka
- Kana kuti nekushandisa kubatanidzwa kweDevelopment, Social and Governance data mukutsvaga kwekuchengetedza kwekuchengetedza kutsvaga mitsva inowedzera yekutsvaga
Mune zviitiko zvose, Calvert haasanganisi makambani anobva kune mamwe mahofisi ayo anobatanidzwa mune zvimwe zvinhu zvinokuvadza, zvakadai sekugadzira fodya uye zvombo.
Shure kwaizvozvo, Calvert anoshingaira kutsvaga makambani anonyatsogadzirisa matambudziko avo.
Kuchengetedzwa kwekodzero dzevanhu mune zvekuchengetedza, kuparidzira pamusoro pezvakatipoteredza, kuratidza pachena uye kuzvidavirira paBhodi yepamusoro - izvi ndizvo zvinoratidza makambani akanaka kwazvo. Kana yakanyatsoongororwa maererano nemuenzaniso uyu, Calvert anodavira kuti izvi zvingaita kuti zvive nemigumisiro yakanaka kune vashandi.
Nzira yeCalvert yekuisa mari inogara kwenguva yakajeka inowanikwa mune zvimwe zviitiko zvayo mumakore achangopfuura:
- Pane imwe nguva iyo nyaya dzemvura dziri pakati pezvinotyisa zvakatipoteredza zvepasi pose, iyo firimu inoshumira semudzidzisi wekutsvaga mari kuCalvert Global Water Fund, iyo inotengeserana mumakambani ane bhizinesi guru riri mumvura, kana iyo inobatanidzwa zvikuru mumasangano ane chokuita nemvura kana teknolojia.
- Calvert iri kupayona mune nzvimbo yakasarudzwa-iyo inenge ichangobva kuve ne "green" yakagadziriswa mari yekuwana mari uye iye zvino inotarisira Calvert Green Bond Fund. Iko mari ndeimwe yezvokutanga zvekushandisa kushandisa nzira inotarisa vatungamiri vezvematongerwo enyika kunze kwekutsvaga mari mu "maitiro" ebhizimisi.
- Imwe sangano zvakare ichangobva kutanga sangano remagetsi rakarongeka pakutsvaga makambani mune imwe nhengo iri kuita kushandiswa kwakanyanya kwemari munzvimbo dzavo dzebhizimisi, semvura, simba, uye madhaka. Nzira iyi, iyo inokonzerwa nekubatana kweCalvert neOsmosis Investment Management, yakabuda mukupindurwa nezvinoitika zvekugadziriswa kwepasi rose kune zvitsva, maitiro, teknolojia, uye mazano anogadzirirwa kutarisana nematambudziko ehupfumi hwepasi pose, zvakadai sehuwandu hwehuwandu hwevanhu resource depletion. Iko ikozvino inowanika kuburikidza neMerrill Lynch.
Kuita Chigadziro Pamitemo Yezvekambani
Calvert zvakare yakabuda mumashandisirwo ayo ekugadzirisa matongerwo enyika uye nhengo dzekuchengetedza kukurudzira kuchinja kwakanaka mumakambani munharaunda yese yebhizimusi, zvose kugadzirisa zvimwe zvipikirwa uye kukurudzira kufambira mberi kwechokwadi. Calvert yave ichinyanya kubudirira mukusimudzira huri nani hwevanhu-uye kodzero dzekodzero dzevashandi mumaketani emakambani ekutsigira, uye mukusimudzira kusiyanana kwemahofisi emakambani evatungamiriri. Zvechokwadi, Calvert yakapa mazano evanhu vanopfuura makumi matanhatu nemakambani, uye vakakurudzira kukurudzira kuwedzerwa kwevakadzi makumi maviri nevatatu uye / kana vashoma vanoenda kumapuranga. Kusvika iye zvino, Calvert akaisa dzimwe sarudzo pane zvakasiyana-siyana kupfuura chero mumwe mutungamiri wezvikwata.
Izwi Rokupedzisira
Nhasi, Calvert isangano mune shanduko.
Sangano racho rakazivisa kuti CEO wayo, Barbara Krumsiek, aizodzika pakupera kwegore ra2014. Krumsiek, uyo akatungamirira Calvert kwemakore gumi nemakore makumi matatu nemakumi matatu uye akawedzera katatu mari yekambani iri pasi pehutungamiri panguva yake, acharamba ari sachigaro wesangano revatungamiri.
Pasi pekutungamirirwa kweMutungamiri mukuru wevaJohannes Streur munguva pfupi yapfuura, pane zvakakosha kuparadzwa, uye iyo yekupedzisira yakagamuchira $ 12 Billion yemari, zvichireva kuti haisisiri mutungamiri muU.S., sezvo yakapfuura muzvinhu zvaParnassus naTIAA-CREF pakati pevamwe. Chechi yeCalvert inoramba ichinyorwa asi inogona kuchinja zvachose mubvunzo usina mubvunzo usina kupindurwa musati wakasimba sezvo vamwe vanofambira mberi nemagadziro matsva.