Calvert Social Index Quarterly Adjustments
March 19, 2010 12:13 PM Eastern Daylight Time
BETHESDA, Md.--(EON: Enhanced Online News)--The Calvert Social Index Committee (“Index Committee”)
met on March 4th to review and approve changes to the Calvert Social Index®. The Index Committee meets
quarterly to review the component companies of the Index for corporate actions (i.e., spin-offs, mergers and
acquisitions, bankruptcy) and for the recommendations made by the Calvert Sustainability Research Department that
may affect their eligibility for the Index. The Index Committee has reviewed and approved the following additions
and deletions to the Calvert Social Index, effective at market open on March 22, 2010.
ADDITIONS:
None.
DELETIONS:
Pfizer Inc. (NYSE:PFE),was deleted from the eligible list of securities in December 2009; however, due to its
weight in the Index, this security will be deleted over four quarters because it comprised over 2% of the Index. The
deletion will be completed in December 2010.
To see all corporate actions on components of the Calvert Social Index, go to http://www.calvert.com/sri-
index.html.
What is the Calvert Social Index?
Calvert, a leader in sustainable and responsible investing, has created the Calvert Social Index, a broad-based,
rigorously constructed benchmark for measuring the performance of US-based sustainable and responsible
companies.
How is the Calvert Social Index constructed?
Calvert starts by taking the 1,000 largest companies in the US, based on total market capitalization, included in the
Dow Jones Total Market Index (the “Dow Jones TMI”). The Dow Jones TMI represents the top 95% of U.S.
companies based on float-adjusted market capitalization, excluding the very smallest and least-liquid stocks.
Calvert's Sustainability Research Department then analyzes each company. A sustainability audit is conducted in the
following areas: governance and ethics; environment; workplace; product safety and impact; community relations;
international