Calvert Social Index Actions
BETHESDA, Md. -- February 1, 2013
Calvert’s Sustainability Research Department has submitted the following
recommendation regarding action within the Calvert Social Index®. If approved,
the following recommendation will be effective when the Calvert Social Index
Committee convenes its quarterly meeting in March 2013.
Walt Disney Company (NYSE: DIS), a company in the Calvert Social Index
Universe, has recently been reviewed and now meets the Index's standards for
workplace safety. The company has demonstrated improved performance and
management of employee health and safety risks. If approved, the addition will
take place in March 2013. To learn more about company, go to www.Calvert.com.
McDonald’s Corp (NYSE: MCD), a company in the Calvert Social Index Universe,
has recently been reviewed and now meets the Index's standards for workplace
labor relations. The company has implemented improved policies and programs
related to human rights and labor relations. If approved, the addition will
take place in March 2013. To learn more about the company, go to
Monster Beverage Corp (NASDAQ: MNST), a company in the Calvert Social Index,
has recently been reviewed and no longer meets the Index's standards for
product marketing. If approved, deletion will take place in March 2013.
What is the Calvert Social Index?
Calvert, a leader in sustainable and responsible investing, has created the
Calvert Social Index, a broad-based, rigorously constructed benchmark for
measuring the performance of US-based sustainable and responsible companies.
How is the Calvert Social Index constructed?
Calvert starts by taking the 1,000 largest companies in the US, based on total
market capitalization, included in the Dow Jones Total Market Index (the “Dow
Jones TMI”). The Dow Jones TMI represents the top 95% of U.S. companies based
on float-adjusted market capitalization, excluding the very smallest and
least-liquid stocks. Calvert's Sustainability Research Department then
analyzes each company. A sustainability audit is conducted in the following
areas: governance and ethics; environment; workplace; product safety and
impact; community relations; international operations and human rights; and
indigenous peoples’ rights. The stocks that meet the Index’s sustainable and
responsible criteria make up the Calvert Social Index.
Calvert Investment Management, Inc., 4550 Montgomery Avenue, Suite 1000N,
Bethesda, MD 20814 (2/13, 12905)
Calvert Investment Management, Inc.
Melinda Lovins, 301-657-7089
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