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Calvert Foundation Calvert Social Investment Foundation (Calvert Foundation): Independent non-profit organization launched in 1995 by the Calvert mutual fund company—known for Socially Responsible Investing. Mission- Maximize the flow of capital to disadvantaged communities. Key Statistics – YE 2006 Total Assets $145 Million Total Calvert Community Investment (CCI) Note Sales $119 Million (minimum $1,000) Calvert Mutual Fund single largest investor ($25 Million) 2,500 other average US investors – sold via brokers and financial planners. International MicroFinance Portfolio $35 Million (50 outstanding transactions) Historically – 65% US domestic lending ( e.g. Affordable Housing, Community Development) and 35% International lending.(e.g. Microfinance, Fair Trade, Social Enterprise.) Portfolio performance- Losses less than 0.2%, Lending methodology grounded in strict single borrower limits, active monitoring of portfolio. Operationally self-sufficient, relying on interest margin to cover costs. Foundation is not endowed, loan capital is raised through sale of Calvert Community Investment Notes, all capital must be returned to investors upon maturity.

Veröffentlicht in: Wirtschaft & Finanzen, Business
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