calvert stewardship report

The objective was to design Calvert’s annual Stewardship Report, a 20+ page publication highlighting ESG engagement, proxy voting activity, and shareholder advocacy. The report’s primary audience includes institutional investors, stakeholders, and sustainability-focused partners who rely on Calvert for transparent, measurable impact reporting.

overview

role

Designer

design focus

Publication design, data visualization, infographics, photography, layout design

This moodboard reflects Calvert’s focus on environmental stewardship, sustainable investing, and corporate accountability. The deep blues and earthy greens represent nature’s strength and reliability, while the warm neutrals create balance and approachability. The photography captures wide landscapes and human connection, tying directly to the report’s themes of transparency and impact.

The typography inspiration focuses on clean, modern sans-serifs paired with open layouts, making complex ESG data easy to read. The graphic inspiration highlights simple infographics and icons that turn detailed metrics into clear, visual elements.

inspiration

approach

I sketched a series of wireframes to establish a consistent structure for the report. These rough page plans helped me think through how to unify the piece visually while keeping each section distinct and on brand. I aimed to build a clear hierarchy that guides the reader from dense data to more digestible, engaging moments.

I also planned for small “visual moments” throughout the report, like full-bleed imagery or callout stats, to break up text-heavy pages and add energy without overwhelming the overall flow. These sketches served as a blueprint for balancing consistency with flexibility, ensuring that every spread supported Calvert’s storytelling while staying cohesive from start to finish.

sketches

The report’s color palette was anchored in shades of blue, chosen to reflect Calvert’s authority and stability. These deep and mid-toned blues carried the weight of the publication, setting the tone for data-driven spreads while keeping the overall feel professional and grounded.

Secondary greens added a layer of meaning tied to stewardship, renewal, and Calvert’s ESG mission, while teals and aquas introduced freshness and balance across the layouts. Lighter neutrals were used to create breathing room and highlight key moments, ensuring the palette could support both dense data and bold environmental photography. Together, the colors created a system of colors from nature that felt consistent and credible, while still allowing space for optimism and visual interest.

color selection

I designed the infographics in this report to make complex ESG data clear and accessible. Using icons from Calvert’s brand library, I built custom charts, maps, and diagrams to highlight engagement, proxy voting, and advocacy work. My focus was on keeping everything consistent with the brand while adding variety to maintain reader interest. By mixing maps, percentage callouts, and thematic charts, I was able to break up long sections of text while highlighting key data points. These visuals guide readers through the report and ensure the most important takeaways stand out without overwhelming them.

infographics and icons

This moodboard reflects Calvert’s focus on environmental stewardship, sustainable investing, and corporate accountability. The deep blues and earthy greens represent nature’s strength and reliability, while the warm neutrals create balance and approachability. The photography captures wide landscapes and human connection, tying directly to the report’s themes of transparency and impact.

The typography inspiration focuses on clean, modern sans-serifs paired with open layouts, making complex ESG data easy to read. The graphic inspiration highlights simple infographics and icons that turn detailed metrics into clear, visual elements.

photography

The visual strategy for this report centered on clarity, trust, and environmental stewardship. I built a clean, accessible grid system to support dense financial and ESG data, using hierarchy and white space to guide the reader through complex content without overwhelming them. Custom charts and infographics distill proxy voting trends and shareholder engagement metrics into visually digestible formats, balancing precision with readability.