Reports

Sharing our insights and thought leadership with the industry

See below for our reports and guides, spanning topics and sectors.

Impact Management

Our 2021 Impact Report, "Making Markets Work for People and Planet"

Gender Equity

Just Good Investing: Why gender matters to your portfolio and what you can do about it

Gender Equity

Gender Lens Investing: Legal Perspectives

Reports

Financial Advisors

Q4 2024 Report

Download the Q4 2024 Community Investment Note® Report.

02/14/25 | By Justin Conway
Reports

Financial Advisors

Q3 2024 Report

Our Q3 2024 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/15/24 | By Justin Conway
Reports

Climate

Our 2024 Community Investment Note® Impact Report, "Taking Action for Communities & Climate"

Calvert Impact's 2024 impact report, including new impact data, stories, and photos from their Community Investment Note portfolio.

10/23/24
Reports

Financial Advisors

Q2 2024 Report

Our Q2 2024 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/15/24 | By Justin Conway
Reports

Impact Management

2024 Impact Principles Disclosure

Calvert Impact affirms alignment our with Impact Principles and received Advanced ratings in independent verification

06/12/24 | By Caitlin Rosser
Reports

Financial Advisors

Q1 2024 Report

Our Q1 2024 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/15/24 | By Justin Conway
Reports

Financial Advisors

Q4 2023 Report

Our Q4 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/15/24 | By Justin Conway
Reports

Financial Advisors

Q3 2023 Report

Our Q3 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/15/23 | By Justin Conway
Reports

Impact Management

Our 2023 Impact Report, "Demonstrate, Educate, Transform"

Our 2023 Impact Report features the impact we and our portfolio partners have had on markets, the environment, and communities around the world throughout 2022 and 2023.

11/06/23 | By Caitlin Rosser
Reports

Financial Advisors

Impact Investing: A Short Guide for Financial Advisors

Impact Investing: A Short Guide for Financial Advisors

10/17/23 | By Patricia Redsicker
Reports

Financial Advisors

Q2 2023 Report

Our Q2 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/15/23 | By Justin Conway
Reports
Small Business Community Finance: Scaling with Integrity

Comprehensive report that highlights our shared work through the Recovery Funds that lent to small businesses throughout the pandemic, our lessons learned, and our call to action for the future.

06/20/23
Reports

Impact Management

2023 Impact Principles Disclosure and Verification

Calvert Impact affirms alignment our with Impact Principles and received Advanced ratings in independent verification

05/17/23 | By Caitlin Rosser
Reports

Financial Advisors

Q1 2023 Report

Our Q1 2023 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/15/23 | By Justin Conway
Reports

Financial Advisors

Q4 2022 Report

Our Q4 2022 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/15/23 | By Justin Conway
Reports

Financial Advisors

Community Investment Note Q3 2022 Report

Our Q3 2022 quarterly report, featuring quarterly updates on our Community Investment Note portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/15/22 | By Justin Conway
Reports

Impact Management

Our 2022 Impact Report, "Responding to the Need for Transformative Change"

Our 2022 Impact Report features the impact we and our portfolio partners have had on markets, the environment, and communities around the world throughout 2021 and 2022.

11/03/22 | By Caitlin Rosser
Reports

Strategic Updates

2023-2025 Strategy

We have long rejected and disproved the notion that impact and financial returns are at odds. With our 2023-2025 strategy we plan to prove that there is no trade-off between integrity and scale.

10/14/22 | By Jennifer Pryce
Reports

Financial Advisors

Q2 2022 Report

Our Q2 2022 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/12/22 | By Justin Conway
Reports

Financial Advisors

Q1 2022 Report

Our Q1 2022 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/13/22 | By Justin Conway
Reports

Impact Management

2022 Impact Principles Disclosure

Calvert Impact Capital is a founding Signatory to the Operating Principles for Impact Management (the Principles), a framework adopted by over 150 leading global impact investors to-date

04/29/22 | By Caitlin Rosser
Reports

Financial Advisors

Q4 2021 Report

Our Q4 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/15/22 | By Justin Conway
Reports

Faith and Investing

Impact Measurement & Management Primer for Faith Investors

Calvert Impact Capital is excited to share our new publication: "An Impact Measurement & Management Primer for Faith Investors"

11/23/21 | By Amanda Joseph
Reports

Impact Management

Our 2021 Impact Report, "Making Markets Work for People and Planet"

Our 2021 Impact Report features the impact we and our borrowers have had on the environment and communities around the world throughout 2020 and 2021.

11/18/21 | By Caitlin Rosser
Reports

Financial Advisors

Q3 2021 Report

Our Q3 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/12/21 | By Justin Conway
Reports

Financial Advisors

Q2 2021 Report

Our Q2 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/13/21 | By Justin Conway
Reports

Faith and Investing

Building an Impactful Faith Portfolio: A Foundational Guide to Impact Investing for Faith Institutions

The guide includes steps for those seeking to incorporate impact investments into a faith institution’s portfolio, including how to establish an Impact Strategy and incorporate into portfolio policies

07/28/21 | By Amanda Joseph
Reports

Impact Management

IRIS+ Use Case: Calvert Impact Capital

Published in July 2021, this document features how Calvert Impact Capital, a non-profit investment firm, uses IRIS+ to support its impact measurement and management practice.

07/01/21 | By Caitlin Rosser
Reports

Financial Advisors

Q1 2021 Report

Our Q1 2021 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/14/21 | By Justin Conway
Reports

Impact Management

2021 Disclosure and 2020 Verifier's Statement for the Operating Principles for Impact Management

Calvert Impact Capital is a founding Signatory to the Operating Principles for Impact Management (the Principles), a framework adopted by over 120 leading global impact investors to-date

04/08/21 | By Caitlin Rosser
Reports

Faith and Investing

Advancing Faith Values Through Impact Investing

Calvert Impact Capital is delighted to share our new publication: “Advancing Faith Values Through Impact Investing: A Short Guide for Faith Investors and their Financial Professionals.”

03/30/21 | By Amanda Joseph
Reports

Gender Equity

Gender Lens Investing: Legal Perspectives

CIC is dedicated to providing resources investors need to incorporate gender into their investment processes to enhance portfolios and create structural change.

03/25/21 | By Leigh Moran
Reports

Financial Advisors

Q4 2020 Report

Our Q4 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

02/12/21 | By Justin Conway
Reports

Financial Advisors

Q3 2020 Report

Our Q3 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

11/13/20 | By Justin Conway
Reports

Impact Management

2020 Impact Report

Our 2020 Impact Report commemorates our 25th anniversary and features the impact we and our borrowers have had on the environment and communities around the world throughout 2019 and 2020.

10/01/20 | By Caitlin Rosser
Reports

Financial Advisors

2020 Investor Survey Results

Every two years, we conduct an investor survey to better understand the motivations of our investor base, the challenges they face in investing for impact, and how we can serve them better

09/15/20 | By Caitlin Rosser
Reports

Financial Advisors

Q2 2020 Report

Our Q2 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

08/14/20 | By Justin Conway
Reports

Financial Advisors

Q1 2020 Report

Our Q1 2020 quarterly report, featuring quarterly updates on our portfolio and borrowers, as well as highlights from our work throughout the quarter.

05/15/20 | By Justin Conway
Reports

Strategic Updates

2020-2022 Strategic Plan

Calvert Impact Capital's 2020-2022 strategic plan

04/01/20 | By Jennifer Pryce
Reports

Impact Management

Our first Impact Management Disclosure

Calvert Impact Capital is a founding Signatory to the Operating Principles for Impact Management

03/31/20 | By Caitlin Rosser
Reports

Faith and Investing

Faith Investors: Begin Your Impact Investing Journey

Our faith offers us spiritual meaning a connection to community, and a responsibility for our planet and all its inhabitants

01/01/20
Reports

Gender Equity

Just Good Investing: Why gender matters to your portfolio and what you can do about it

There is a growing evidence and collective understanding that gender equity is good for investment, good for businesses, good for society.

12/05/18 | By Leigh Moran
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7550 Wisconsin Avenue | 8th Floor | Bethesda, Maryland 20814 | Phone: 800.248.0337 | Fax: 301.576.8444 | info@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 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 supplements, 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 through this Site should only be made after reading the applicable prospectus, prospectus supplement(s) and pricing supplement or by calling 800-248-0337.

This is not an offer to sell you our securities and we are not soliciting you to buy our securities. The offering is made solely by the Prospectus. We will offer and sell our securities only in states where authorized.

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