Calvert for Financial Advisors

2012: The Way Forward for Fixed Income

Hear about the 2012 key fixed income investment themes and how these themes may be integrated into the management of Calvert’s portfolios.

A conference call with Cathy Roy, CFA, Chief Investment Officer, Fixed Income; Matt Duch, Lead Portfolio Manager for Calvert Short Duration Income Fund and Calvert High Yield Bond Fund; and Michael Abramo, Lead Portfolio Manager for Calvert Ultra-Short Income Fund.

Listen to the Replay (financial professionals only)

2012 Fixed Income Outlook: Managing Through Eurozone and Domestic Uncertainty: The 2012 Bond Market

This conference call was held on Wednesday, January 18, 2012

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 may be required.)