Calvert Sets Afloat Global Water Portfolio

Calvert launched its latest sustainable and responsible investment (SRI) mutual fund, part of a new series of investment portfolios known as Calvert Solution Strategies.

A news release said the Calvert Global Water Fund invests in utility, infrastructure, and technology companies active in managing water resources and will be sub-advised by KBC Asset Management International, Ltd., of Dublin, Ireland, which boasts an eight-year track record of strong performance in the global water sector.

“We see strong demand for such a fund from individual and institutional investors. We also see a tremendous opportunity to help educate investors on the societal concerns over ensuring equitable access to clean water and enable investors to be part of the solution,” said Craig Cloyed, president at Calvert Distributors, Inc., in the news release.

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Calvert Solution Strategies consist of portfolios that selectively invest in companies that produce products and services designed to solve some of the most pressing environmental and social challenges. Generally, these strategies will seek to invest in companies that produce or market technologies that enhance the environment, public health, and quality of life and in turn contribute positively to addressing U.S. and global sustainability challenges.

Calvert also recently released “Unparalleled Challenge and Opportunity in Water,” a white paper detailing the key drivers for the needed $1 trillion in annual investments in water-related infrastructure and services worldwide, as well as the resulting opportunities for investors.


More information is availalbe at www.calvert.com.

Security Benefit Adds American Funds to Retirement Platform

Security Benefit is adding five mutual funds from American Funds to the SFR Program, a group retirement platform for 403(b)(7), 457(b), and 401(k) plans.

According to a press release, the funds that will be added to the program include American Funds EuroPacific Growth, American Funds Capital World Growth and Income, American Funds Fundamental Investors, American Funds The Growth Fund of America, and American Funds The Income Fund of America. Security Benefit said the SFR Program is its fastest growing product in the K-12 market.

The SFR Program is designed for use by educational, corporate, governmental, and non-profit employers. According to the release, among its features are:

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  • a multi-manager mutual fund platform of investments;
  • competitive pricing;
  • fiduciary tools for plan sponsors including Investment Practices Statement, continuous monitoring of fund performance, updating and replacement of underperforming investments, and quarterly report card;
  • a complete suite of services for employees through Morningstar Associates, including Morningstar Learning Station, Target Portfolios Powered by Morningstar, Managed by You, and Managed by Morningstar;
  • support from independent local financial representatives.


More information is available by calling Security Benefit’s National Service Center at 1.800.888.2461.

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