Calvert Social Index Actions

Calvert Social Index Actions

BETHESDA, Md.--(BUSINESS WIRE)-- Calvert's Sustainability Research Department has submitted the following recommendations regarding action within the Calvert Social Index®. If approved, the recommendations will be effective when the Calvert Social Index Committee convenes its quarterly meeting in September 2013.

ADDITIONS:

Baxter International Inc. (NYSE: BAX) , a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for product safety. The company has demonstrated improved product safety disclosure and performance. If approved, the addition will take place in September 2013.

Eli Lilly & Co. (NYSE: LLY) , a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for product marketing. The company has demonstrated improved product marketing disclosure and performance. If approved, the addition will take place in September 2013.

Merck & Co. (NYSE: MRK) , a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for product safety and governance and ethics. The company has demonstrated improved product safety, governance and ethics disclosure and performance. If approved, the addition will take place in September 2013.

Pfizer Inc. (NYSE: PFE) , a company in the Calvert Social Index Universe, has recently been reviewed and now meets the Index's standards for product marketing. The company has demonstrated improved product marketing disclosure and performance. 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 all of 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 (8/13) #13420

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

KEYWORDS: United States North America Maryland

INDUSTRY KEYWORDS:

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