work
Calvert
Overview
Calvert Investments has a strong commitment to social responsibility, with several of its funds meeting SRI criteria. Optima Group was hired to develop an overall look and feel that reflected Calvert’s values of investing in funds that maintain and protect natural resources. To help achieve this, copy was written in a warm tone to reflected a humanistic company that is committed to helping causes that improve the human situation. This style was translated to a wide array of Calvert materials and targeted to advisers and their end clients, including asset allocation, 529 Plan, retirement and institutional marketing materials and presentations.
Deliverables
- Marketing Collateral
- Presentations
- Direct Marketing
- Copy