Calvert Finalizes Social Index Reconstitution

September 24, 2001 ( - Calvert has posted the new, official membership list for its Calvert Social Index, reflecting adjustments made to the Index during its annual reconstitution.

The Calvert Social Index committee met and approved the final list on Friday, and characteristics of the new Index will be released this week, according to Calvert.


Launched on May 1, 2000, the Calvert Social Index starts by taking a base of 1,000 of the largest companies in the United States. From the base of 1,000 companies, Calvert’s Social Research Department analyzes each company using its proprietary social criteria. Calvert considers corporate performance in six broad areas:

  • the environment
  • workplace issues
  • product safety and impact
  • international operations and human rights
  • weapons contracting
  • indigenous peoples’ rights.

Calvert has approximately $7.5 billion in assets under management and offers twenty-seven portfolios that allow individual and institutional investors to pursue a range of investment objectives within a single fund family.

The final list (still labeled as preliminary) is posted on