Press Release

Calvert Impact releases impact investing guide for institutions

Oct 09, 2025

Document provides institutional asset owners with a practical roadmap for accessing the impact market

Bethesda, MD - Calvert Impact today announced the release of a comprehensive guide for institutional investors that want to make a direct impact with their investment portfolio. “Impact Investing: A Guide for Institutional Investors,” is designed to help institutional asset owners understand how to implement impact investment strategies that align with their broader mission and values.

With roughly 4,000 organizations already managing $1.571 trillion in impact investing assets worldwide, the guide aims to give organizations that are new to the space a step-by-step instruction manual for joining the practice of investing for impact. The 20-page guide is intended to be both thorough and accessible, with examples and resources throughout.

The guide features five steps asset owners and managers can take to create an impactful portfolio: establishing an impact strategy that furthers organizational goals, applying that strategy across investment portfolios, incorporating it into governance policies and documents, sourcing and executing impact investments, and measuring and managing outcomes. It also includes background on the impact market and impact investment opportunities by asset class.

“We created this easy-to-follow guide after hearing from institutional investors eager to pursue impact investing but aren’t sure how to begin” said Holly Williams, director, institutional relations at Calvert Impact. “Getting started can feel overwhelming, so we’ve broken down the process into simple, actionable steps that allow organizations to begin aligning investments with their values right away.”

The full guide can be found here.

About Calvert Impact

Calvert Impact is a global impact investment firm that helps everyday investors and financial professionals invest in solutions that benefit people and the planet. Calvert Impact uses its unique position to ensure communities are better served by capital markets through a range of products and partnerships. Since 1995, Calvert Impact has mobilized more than $5 billion to grow mission-driven funds and organizations. More at https://calvertimpact.org.

NO INVESTMENT ADVICE This guide is for informational purposes only and you should not construe any such information or other material as legal, tax, investment, financial, or other advice. This guide does not constitute a comprehensive or complete statement of the matters discussed or the law relating thereto, nor does it address the circumstances of any particular individual or entity. Nothing contained in this guide constitutes a solicitation, recommendation, endorsement, or offer by Calvert Impact or any third-party to invest in or buy or sell any securities or other financial instruments issued by Calvert Impact or any third-party. Any such offer or solicitation would only be made by formal offering documents. Calvert Impact is not a fiduciary by virtue of any person’s use of this guide. Although the information provided herein has been obtained from sources that Calvert Impact believes to be reliable, we do not guarantee its accuracy, and such information may be incomplete, condensed, or outdated. The information is subject to change without notice, and Calvert Impact has no obligation to update you. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information in this guide before making any decisions based on such information.

INVESTMENT RISKS There are risks associated with investing in securities or any other financial instrument, including risk of loss. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

For press inquiries:

Greg Joslyn

(414) 376-7275

greg.joslyn@lowecom.com

About

Calvert Impact is a global nonprofit investment firm that helps everyday investors and financial professionals invest in solutions that benefit people and the planet. Calvert Impact uses its unique position to ensure communities are better served by capital markets through a range of products and partnerships offered through its subsidiaries including the Community Investment Note ®, the Cut Carbon Note®, the Access Small Business Program, the Mission Driven Bank Fund and Climate United. Over the past 30 years, Calvert Impact has mobilized more than $5 billion to grow mission-driven funds and organizations. More at calvertimpact.org.

Calvert Impact Capital, Inc., a 501(c)(3) nonprofit and a subsidiary of Calvert Impact, Inc., offers the Community Investment Note. Calvert Impact Climate, Inc., a 501(c)(3) nonprofit and a subsidiary of Calvert Impact, Inc., offers the Cut Carbon Note. The Community Investment Note and Cut Carbon Note are subject to certain risks, are not a mutual funds, are not FDIC or SIPC insured, and should not be confused with any Calvert Research and Management-sponsored investment product. The Community Investment Notes and the Cut Carbon Notes are debt securities subject to the terms, conditions and risks described in the current prospectus, prospectus supplement(s) and pricing supplement, as applicable, including risk of possible loss of the amount invested. Payment is dependent on the issuer’s financial condition at the time payment is due. Any decision to invest in these securities should only be made after reading the current prospectus, prospectus supplement(s) and pricing supplement or by calling 800-248-0337.