Calvert Foundation: CEO Transition, Fall Conferences, and Detroit

Jay Owen SRI/ESG News

Ethical Markets  congratulates Lisa Hall  in her new career move and  welcomes Jennifer Pryce as Calvert Foundation’s new CEO !   Hazel Henderson , Editor   and former member  of the Advisory Council  at Calvert Group.

It’s a win-win. Earn a financial return and support communities.


Calvert Foundation™

Empowering Investors to Empower Communities


Dear Friends,

lisa and jenn photoTwo weeks ago at SOCAP, we announced that Jennifer Pryce, formerly our Chief Strategy Officer, has assumed the President and CEO position. She is taking over from Lisa Hall, who is leaving Calvert Foundation to join Anthos Asset Management, a large European family office.

We will truly miss Lisa’s steady leadership and the countless contributions she’s made to Calvert Foundation during our most recent evolution. Although she is leaving Calvert Foundation and physically relocating to Europe, Lisa will continue to be a valuable player in the social impact investing space.

Jenn brings nearly 20 years of business, nonprofit, finance and community development experience to this role, and has been with Calvert Foundation since 2009, previously serving as U.S. Portfolio Manager, VP of Strategic Initiatives, and Chief Strategy Officer. Jenn enters the new role with incredible leadership skills, strategic vision, and fresh energy.

Lisa and Jenn co-authored a blog post where they reflect on working together over the past few years, and look forward to their new roles. For more details about the transition, read the press release.

Portfolio Partner Spotlight

Montana CDCMontana Community Development Corporation (CDC) provides financing, consulting services, and business training to small businesses in Montana. Flexible lending from Montana CDC helped one client, Alpine Granite Accents, grow into a bank relationship, expand into new products, and hire five new full-time employees. Funding from Calvert Foundation enabled Montana CDC to expand its loan fund, helping small businesses like Alpine Granite increase their productivity, create employment, and contribute to the economic development of their communities. More about Montana CDC ›

What We’re Reading

sif-reportThe Impact of Sustainable and Responsible Investment

Our friends at US SIF recently released The Impact of Sustainable and Responsible Investmenta report based on a two year study that assesses the impact that sustainable and responsible investing has had on investors and the investment industry, on companies, on individuals and communities, and on public policy. Read the report (PDF)

Latest Blog Posts

From the Front Lines of Impact Investing

Calvert Foundation Director of Strategic Initiatives Margot Kane was recently interviewed by the Center for Responsible Business at the Haas School of Business. She shares her thoughts on the evolving role of impact investing, and provides some thoughts for students interested in sustainability. Read more › Years Later: How Social Impact Investing is Advancing the Dream

Reflecting on the recent March on Washington activities, Calvert Foundation Outgoing CEO Lisa Hall explores the potential for impact investing to contribute to a more equitable society. Read more ›

Woodward CorridorRevitalizing Detroit

We recently committed $5 million to the Woodward Corridor investment Fund, which launched on Tuesday. The fund is designed to stimulate the revitalization one of Detroit’s most iconic neighborhoods. Read the full post ›

Upcoming events

Be sure to check out our Fall Conference Preview blog for more detail on the conferences we’ll be attending, and visiting and speaking at. Notable upcoming conferences include:

Opportunity Finance Network Conference ›

Social Venture Network Fall Conference ›

SRI Conference ›