Calvert Social Index Actions

  Calvert Social Index Actions

Business Wire

BETHESDA, Md. -- July 23, 2013

Calvert’s Sustainability Research Department has submitted the following
recommendation regarding actions within the Calvert Social Index®. If
approved, the following recommendations will be effective when the Calvert
Social Index Committee convenes its quarterly meeting in September 2013.

ADDITIONS:

Citigroup, Inc. (NYSE:C), a company in the Calvert Social Index Universe, has
recently been reviewed and now meets the Index’s standards for governance and
ethics and product safety. The company has demonstrated improved corporate
governance and product safety management systems and disclosure. If approved,
the addition will take place in September 2013.

Morgan Stanley (NYSE:MS), a company in the Calvert Social Index Universe, has
recently been reviewed and now meets the Index’s standards for governance and
ethics. The company has demonstrated improved corporate governance management
systems and disclosure. If approved, the addition will take place in September
2013.

DELETIONS:

None.

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 (7/13)

Contact:

Calvert Investment Management, Inc.
Melinda Lovins, 301-657-7089
Melinda.Lovins@Calvert.com
 
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