Administration June 9, 2002

Calvert Posts Reconstitution List for Social Index

September 18, 2001 (PLANSPONSOR.com) - Calvert has posted a preliminary list of membership companies for the Calvert Social Index and has presented it to the Calvert Social Index committee for approval.
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The committee is scheduled to meet this week and approve a final membership list, which would be effective after the market closes on Friday, September 21.

Constitution Criteria

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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

Real time performance of the Calvert Social Index is distributed through the Chicago Board of Trade and available through news agencies, financial services companies, brokerage firms and the Calvert Web site ( www.calvert.com ).

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.

– Nevin Adams                             editors@plansponsor.com

The preliminary list is posted on http://www.calvert.com/invwcal_2936.html

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