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Calvert, headquartered in suburban Washington, D.C., has, since our founding in 1976, set industry standards for asset management excellence - in both the way we select companies for our portfolios and how we serve our clients' interests. Our investment approach emphasizes rigorous fundamental research that goes beyond traditional measures to uncover companies with long-term value. Today, more than 400,000 investors entrust over $16 billion
in assets to Calvert.
Through proven investment management, attentive customer service, an innovative family of investment products, and strong marketing capabilities, Calvert serves individual and institutional investors nationwide as well as professional financial advisors.
A responsible corporate culture
We are strongly committed to seeking competitive returns for our investors, yet we have never measured success by numbers alone. How we conduct our business, inside and out, is a central concern. We are actively committed to transparency and corporate responsibility. This sense of corporate responsibility includes providing our employees with a flexible, benefit-rich, family-friendly work environment. In addition, we provide encouragement through our Community Partners program for employees to take time out from work schedules to participate in service activities.
Leadership in investment innovation
Calvert founders D. Wayne Silby and John G. Guffey, Jr. established the company in 1976 by offering an innovative mutual fund that combined short-term fixed-rate securities with long-term variable-rate securities to provide attractive yields, as well as a strong measure of safety.
Calvert's innovation continued when, in 1982, the company introduced the Calvert Social Investment Fund, a group of screened investments that quickly grew to include not only money market but also fixed income and equity portfolios. Today, Calvert offers one of the largest families of responsible mutual funds whose holdings are screened across seven key areas: Governance and Ethics, Workplace, Environment, Product Safety and Impact, International Operations and Human Rights, Indigenous Peoples' Rights, and Community Relations.
In addition, we seek to influence corporate and business practices through such initiatives as Calvert Women's Principles, shareholder advocacy, and publication of the Calvert Corporate Sustainability Report.
The company has also built a strong array of tax-advantaged investments that provide federal-tax-free - and in some cases state-and-municipality-tax-free - income. (Generally, tax-free investments are not appropriate for tax-deferred retirement investing. In an IRA, 401(k), 403(b), and other retirement saving plans, your contributions and their earnings aren't taxed until you begin penalty-free withdrawals, which generally are available starting at age 59 ½.) Tax-advantaged funds invest in securities issued by state and local governments to finance projects such as building schools, repairing roads, and constructing facilities like sports stadiums. Because the bonds in tax-advantaged funds offer tax-free income, they generally have a lower yield than taxable bonds.
Calvert Group and UNIFI
Calvert Group, Ltd. is the holding company for Calvert's operating and management companies, which include:
- Calvert Asset Management Company, Inc., the advisor and manger for Calvert mutual funds.
- Calvert Shareholder Services, Inc., the shareholder service agent for Calvert funds.
- Calvert Administrative Services Company, Inc., the provider of accounting, legal, and other administrative services for Calvert funds.
- Calvert Distributors, Inc., the principal underwriter/distributor for Calvert funds.
Calvert Group, Ltd. is part of a larger financial services family, the UNIFI Companies(SM).
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