Good Morning,
I have attached the approved vehicle slides for our ESG Model.
Slides 3-4 show example holdings from specified funds with a rationale for their selection. Slide 5 provides an overview of Calvert’s dedication to ESG/Impact investing and gives an understanding of what it means to invest in “green bonds”.
If anybody has specific questions please let me know.
Thank You,
Pete
Peter Malone, CFA
Research Analyst
Direct: 617.226.0030
Fax: 617.523.8118
Crestwood Advisors
One Liberty Square
Suite 500
Boston, MA 02109