About Sustainable and Responsible Investing (SRI)

Sustainable and responsible investing (SRI) is grounded in the belief that companies that are both financially sound, and committed to corporate responsibility, offer desirable investment opportunities. The DC College Savings Plan is the only 529 plan in the country to offer a full range of sustainable and responsible investments. The investment choices available in the DC College Savings Plan are provided by Calvert, a leader in SRI for more than two decades.

Calvert offers one of the largest families of sustainable and responsible mutual funds in the United States. This means we incorporate not only fundamental financial analysis, but also evaluate potential investments for positive corporate practices, before we invest. At present, Calvert evaluates corporate integrity in seven broad areas: governance and ethics, workplace, environment, product safety and impact, international operations and human rights, indigenous peoples’ rights, and community relations.

For more information on the DC College Savings Plan, please call 800.987.4859 (800.368.2745 for non-District residents) or contact your financial advisor.  An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing.

The District of Columbia College Savings Trust Program Disclosure Booklet contains this and other information. Read it carefully before you invest or send money.

An investor should also consider, before investing, whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available to residents of that state. An investment in another state’s 529 college savings plan may not offer comparable benefits.

The Government of the District of Columbia does not guarantee investments in the program. Investment involves risk, including possible loss of principal.