Calvert Research and Management: Teaching advisors to fish with ESG

Calvert Research & Management, an asset management firm, used a content-first marketing strategy in the United States to establish itself as a leading responsible investing resource and prepare financial intermediaries for imminent industry change.

Campaign details

Brand: Calvert Research and ManagementBrand owner: Calvert Research and ManagementEntrant company: Merge, BostonMarket: United StatesSector: InvestmentMedia channels: Content marketing, Online display, Search marketing, Social mediaBudget: 500k - 1 million

Executive summary

Asset Management firm Calvert Research & Management employed a content first marketing strategy to establish themselves as a leading Responsible Investing resource and prepare financial intermediaries for imminent industry change.

Founded in 1976, Calvert Research & Management has been a global leader in responsible investing (RI) for decades, recognized as a pioneering researcher...

WARC subscribers can sign in to keep reading

Not a subscriber?

Schedule your live demo with our team today

WARC helps you to plan, create and deliver more effective marketing

  • Prove your case and back-up your idea

  • Get expert guidance on strategic challenges

  • Tackle current and emerging marketing themes

We’re long-term subscribers to WARC and it’s a tool we use extensively. We use it to source case studies and best practice for the purposes of internal training, as well as for putting persuasive cases to clients. In compiling a recent case for long-term, sustained investment in brand, we were able to support key marketing principles with numerous case studies sourced from WARC. It helped bring what could have been a relatively dry deck to life with recognisable brand successes from across a broad number of categories. It’s incredibly efficient to have such a wealth of insight in one place.

Insights Team
Bray Leino

You’re in good company

We work with 80% of Forbes' most valuable brands* and 80% of the world's top top-of-the-class agencies.

* Top 10 brands