Date: 1/16/2013
Source: Incapital
Author: Incapital

Incapital Reaches $175 Million In Distribution of Calvert Foundation's Community Investment Notes

Incapital announced today that over $175 million of Calvert Foundation's Community Investment Notes has been distributed through Incapital's network of broker-dealers and financial advisors. The Community Investment Note program became available through Incapital in November 2005, providing loans to highly effective organizations that develop or rehabilitate affordable homes, finance small businesses, provide essential community services and create jobs.

Incapital, a leading underwriter and distributor of fixed income and other financial products, has fully integrated Calvert Foundation’s Community Investment Notes into its distribution channels, making them widely available through over 200 broker-dealers and thousands of financial advisors. Through this relationship, Community Investment Notes can be seamlessly integrated into an investor’s portfolio.

“It is incredibly important to us to give back to our community and even more rewarding to do so in a way that connects investors to important causes,” said Tom Ricketts, Chairman of Incapital. “Incapital’s relationship with Calvert Foundation is a prime example of how the public and private sectors can come together to meet social needs and we are proud to be a catalyst for these organizations.”

The impact created by the Community Investment Note spans a vast array of organizations and communities in need. It is estimated that these notes have created more than 200,000 jobs in the U.S. and in developing countries, helped to provide over 10,000 affordable homes, and supported more than 5,000 nonprofits, co-ops and social enterprises.

“Impact investing creates a virtuous circle of empowerment, opportunity, and engagement by connecting investors, underprivileged individuals, and communities,” said Calvert Foundation President and CEO Lisa Hall. “We are grateful for Incapital’s visionary role in moving the impact investment industry forward, and for their commitment to helping us make investment capital available to organizations providing jobs, affordable housing, education, small business loans, and more.”


Corporate Notes are offered through many but not all broker-dealers. The notes are sold only by the prospectus or offering circular and related supplement of the individual issuer. To view a prospectus or offering circular, please click the related link(s) below. The list of new issues is a representative list of new issues provided for illustration purposes only. Any fixed income instrument sold prior to maturity may be worth more or less than the original amount invested, and depending upon the offering documents may be subject to certain risks, including but not limited to, interest rate risk, credit risk, call risk and liquidity risk. Additionally, unless otherwise specified in the particular offering documentation, the products discussed herein are not FDIC insured, may lose value, and are not bank guaranteed. A copy of the official statement and other offering information may be found at the SEC’s EDGAR, as related to other securities offerings. Incapital LLC will also provide copies of the relevant offering statements upon request.

Please consult your financial advisor and relevant offering documents prior to investing any money in these or other products, and for information and additional risks associated with corporate notes, including but not limited to, call risk, principal risk, credit risk and interest rate risk. These products are offered through many but not all broker-dealers.

This information does not constitute an offer to sell or a solicitation of an offer to buy the securities, nor shall there be any sale of those securities, in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful. Certain products are offered by prospectus or offering circular only. Product suitability must be determined for each individual investor.