Calvert for Financial Advisors

Calvert for Financial Advisors

As today’s financial landscape shifts and evolves, professional management and advice has become more valuable—and more challenging—than ever.

That’s why our website for financial advisors offers a wealth of resources for you. Insights from our in-house investment team and premiere sub-advisors keep you on top of the factors impacting your clients’ investments. Sales materials and interactive tools help you prospect for new clients and further your relationship with current ones. In-depth information on our full family of investment strategies help you create a portfolio for a variety of investment goals.

Of course, you’re always welcome to call us for more information. Our dedicated sales team is ready to help.

 

Coming soon:  Replay of Calvert's live video webcast broadcast on Tuesday, May 21,  featuring our panel of fixed-income experts. Gain timely information, including: 

  • Fresh perspectives on monetary and fiscal policy;
  • Insights to key sources of alpha and the attractiveness of high yield and other corporate bonds, and bank loans;
  • Useful portfolio construction ideas for generating greater yield potential and managing risk.

The panelists were:

  • Cathy Roy, CFA, senior vice president and chief investment officer
  • Matt Duch, lead portfolio manager, Calvert Short Duration Income Fund and Calvert High Yield Bond Fund
  • James Lee, senior securities analyst

Thincome™: When an income stream turns to a trickle.

 

Want to learn more about the fixed income markets? Subscribe to the weekly newsletter, Focus on Fixed Income. (See archived issues here)

 

Fund Commentary & Market Outlook

For additional share classes, please visit our Web site for institutional investors.

Calvert News & Special Reports

G001 (4/10)

 Overcome Thincome with Calvert Investments

 

Stay informed with newsletters

The Calvert Connections e-newsletter features the latest news and commentary on financial markets and Calvert portfolios, and more.

Contact the sales team

Our sales team is available at 800.368.2750.

Referral IQ:

Referral IQ: A new program to help advisors generate more and better referrals

Recognizing that different personality types react differently to referral requests, the program provides advisors with a powerful new profiling tool that offers them insights into their clients' personalities.

The program helps advisors:

- Identify their clients' personality type;
- Clarify their clients' financial orientation;
- Understand the best way to ask a client for a referral;
- Pinpoint the kind of referral help they should request from that client.

Get started now
(Financial professional login might be required)

How active is your portfolio manager?

A new portfolio metric, "active share" can be used to answer that question.