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SRI IN THE ROCKIES

In the wake of the Enron scandal, the importance of socially responsible investing (SRI) has gained traction. Barbara J. Krumsiek, President & CEO of Calvert, discusses how investors prioritize funds that align with community values and ethical standards, focusing on environmental responsibility, gender and minority representation, and avoiding harmful industries. The findings of Harris Surveys highlight the growing trend of investing in mutual funds that not only yield returns but also reflect the investors' social and ethical priorities. Learn more about the Calvert approach to SRI.

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SRI IN THE ROCKIES

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  1. SRI IN THE ROCKIES Barbara J. Krumsiek President & CEO Calvert October 19, 2002

  2. Hear No Evil…

  3. The Enron Fallout

  4. Investments in SRI Mutual Funds -Harris Survey Base: Summary of much more/somewhat more likely 1999 1996 N/A N/A That are involved with the community 70% 81% That do not harm the environment With a good record of hiring and promoting women 63% 74% With a good record of hiring and promoting minorities 62% 68% N/A N/A That do not infringe on the rights of indigenous people 57% N/A That are not involved in sweatshop labor practices That are not involved with tobacco 50% 59% That are not involved in the manufacturing of weapons N/A N/A That are not involved in gambling N/A N/A That are not involved in animal testing for developing consumer products N/A N/A That are not involved with alcohol N/A N/A That are not involved in the manufacturing of guns 44% 47% That are not involved with genetically modified food N/A N/A *Respondents were given a random selection of seven (7) attributes from this list in 2002

  5. SRI IN THE ROCKIES • For more complete information on any Calvert fund, please contact your financial advisor or Calvert at 800.368.2748 for a free prospectus. Read it carefully before investing. • Calvert mutual funds are underwritten and distributed by Calvert Distributors, Inc., member NASD, a subsidiary of Calvert Group, Ltd. 4550 Montgomery Ave, Bethesda, MD 20814

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