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Calvert Research and Management engages Hermes EOS

WASHINGTON and LONDON, 19 April 2018 - Calvert Research and Management (“Calvert”), a subsidiary of Eaton Vance Corp., and Hermes Investment Management (“Hermes”) today announced that Hermes EOS (Equity Ownership Services), the stewardship and engagement unit of Hermes, has entered into an agreement with Calvert to supplement Calvert’s in-house corporate engagement program.

Hermes EOS is a global leader in providing corporate engagement services to asset owners and asset managers across equity and fixed income asset classes on environmental, social and governance (ESG) issues. Hermes EOS will provide engagement, consultation and reporting services to Calvert.

Dr. Hans-Christoph Hirt, Head of Hermes EOS, said: “Hermes EOS has one of the largest global stewardship resources in the world and we are excited to be working with Calvert to effectively engage corporates worldwide. Driven by our team of highly experienced and skilled multi-national professionals, our engagement program seeks to increase and protect the value of companies Calvert invests in on behalf of its clients by addressing the full range of sustainability issues they are facing.”

John Streur, President and Chief Executive Officer of Calvert, said: “Calvert’s advocacy efforts outside the U.S. are expanding as we increase investments in non-U.S. companies. Our agreement with Hermes EOS provides Calvert immediate access to engagement activities outside the U.S. and further strengthens our current engagement in the U.S. By enhancing our global engagement program, we help Calvert clients achieve their responsible investing goals.”

Calvert is a leader in Responsible Investing, with approximately $14.0 billion (USD) of mutual fund and separate account assets under management as of 31 January 2018. The company traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investing in companies operating in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, income strategies and asset allocation funds. For more information, visit calvert.com.

Hermes EOS is one of the world’s leading stewardship services, currently advising on $454.7bn1 on behalf of its clients. In 2017, the Hermes EOS team engaged with 659 companies on 1,704 environmental, social, governance, strategy, risk and communication issues and objectives.

1 As of 31 December 2017

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