Welcome to Calvert.com, where you'll find the interactive tools and information that can help you achieve your investment goals, whether you're a shareholder, a financial advisor, an individual investor, or responsible for institutional investment decisions.
Look to Calvert for investment management excellence
An investment management company serving institutional investors, workplace retirement plans, financial intermediaries and their clients, Calvert Investments offers more than 40 equity, bond, cash, and asset allocation strategies, of which many feature integrated environmental, social, and governance research. By combining rigorous analysis with independent thinking, our disciplined approach to money management goes beyond traditional factors in order to discover investment opportunities with greater long-term potential. Founded in 1976 and based in Bethesda, Maryland, Calvert Investments manages over $12.5 billion in assets.
Explore our premier equity and fixed income portfolios
Calvert offers a broad range of equity and fixed-income investment strategies, as well as separate account, insurance, and retirement products.
Our highly regarded in-house and external portfolio managers have expertise honed through widely varied market and economic conditions, as well as an approach to investment that's informed by Calvert's industry-leading analysis of corporate performance in areas such as corporate governance and the environment.
- Calvert's actively managed equity funds feature a research process that examines both a company’s fundamental financial performance—and its environmental, social, and governance (ESG) practices—to identify companies with strong management, solid business practices, and competitive long-term performance potential.
- Calvert’s fixed-income expertise spans more than 30 years, and we have an experienced fixed-income portfolio management and credit analysis team. Generally, they employ a relative-value strategy and four-tiered management approach that includes monitoring the yield curve and sector and credit analysis to help identify attractive opportunities in any kind of market.
An Expanded SRI Approach
A leader in SRI for more than 25 years, Calvert recently expanded our offering of Sustainable and Responsible Investments (SRI) to include three distinct approaches: Calvert Signature™ Strategies, Calvert Solution™ Strategies, and Calvert SAGE™ Strategies. These approaches offer greater choice to an increasingly diverse spectrum of SRI investors.
Rely on a principled investment partner
Calvert embraces transparency and corporate responsibility in our own operations—which is demonstrated by our Corporate Sustainability Reports—and has been recognized for our community involvement and workplace policies by organizations as diverse as the Metropolitan Washington D.C. Council of Governments, the U.S. Environmental Protection Agency, and Working Mother magazine.
Learn more about Calvert, your partner through all markets
For more information about Calvert investment opportunities, please take advantage of the many resources available to you on this Web site. You'll find resources to help at every phase of your investing experience. Or, talk with a Calvert representative at 800.368.2748. In addition, we encourage you to talk about Calvert with your financial advisor, whose role in helping you make informed investment decisions we support.
President and CEO, Calvert Investments, Inc.