Investor Presentaiton
•
Calvert Foundation Provides a Convenient
Vehicle to Connect Investors to
Local Organizations and Projects
Community Investment Note Overview
Since 1995, over 15,000 people and institutions
have invested more than $1 billion in community
needs in the United States and abroad.
Note is high-impact, risk-mitigated, fixed-income
product seeking to provide measurable social
returns and consistent financial returns ranging
from 0.5% on 1-year notes to 3% on 10 years
Industry-leading diligence and monitoring on
portfolio, multiple layers of investor protection
20-year track record, 100% investor repayment rate
Note designed to be suitable for all types of
investors
Available at 200+ brokerages, like any bond with a
CUSIP (Committee on Uniform Security
Identification Procedures) in increments of $1,000
Available online at Vested.org, starting at $20
Established relationships with hundreds of financial
advisors and their brokerage firms
Connecting Communities
Individuals
CENTRAL CITY
concern
Enterprise
Model
Calvert
Foundation™
I
CAPITAL IMPACT
PARTNERS
ACE
ACCESS TO CAPITAL FOR ENTREPRENEURS
MV MICROVEST alterfin ③
INVESTING IN ONE WORLD
SPONSORED BY THE FEDERAL RESERVE SYSTEM
G
Institutions
(small sample of 100+ partners)
CRF
USA.
Capital for Communities-
Opportunities for People
girls
inc.Ⓡ
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