CVIE

CVIE seeks positive global change and long-term value creation by tracking a market cap-weighted index comprised of common stocks of large-cap companies in developed markets, excluding the US. The index initially includes the 500 largest European companies and then targets the 500 largest companies in developed markets, outside Europe and the US. In constructing the portfolio, the fund selects companies using the "Calvert Principles," the proprietary research evaluates companies' activities using the following ESG metrics: environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. Companies are also evaluated based on their capability to provide positive leadership in their areas of operation, resulting in the improvement of shareholder value and societal outcomes. The fund excludes REITs and business development companies. The index reconstitutes annually and rebalances quarterly.