Thought Leadership

Demonstrating the Value of Responsible Investing

Business Goals

Calvert Investments sought to promote its brand and capabilities within the defined contribution retirement plan space by conducting primary research that would demonstrate demand among plan participants for responsible investing options.

Approach

An online, quantitative thought leadership study among 1,500 plan participants to assess receptivity to responsible investing options within workplace retirement plans.

In-depth analysis to understand how the inclusion of responsible investing options would impact engagement with the plan and perceptions of the employer.

Impact

Calvert was able to leverage the research in several ways: through a PR strategy that generated significant media coverage, two-page infographic to distribute to target audiences, website content, as well as speaking engagements and talking points for its sales representatives. In addition, our analysis of findings by gender and life stage enabled Calvert to offer unique, proprietary content to the retirement plan marketplace.