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.


Activate the Water Investment Theme with your Clients

  • Matt Sheldon, Portfolio Manager of the Calvert Water fund.

    Join us for a webcast - H2ALPHA:  Activate the Water Investment Theme with your Clients- held on November 4, 2013.  The webcast features Matt Sheldon, Portfolio Manager of the Calvert Water fund.

    Register for the Replay to Earn CE Credit

    Learn more about the Calvert Global Water Fund

    Investment in mutual funds involves risk, including possible loss of principal invested.


It's Never Too Early or Too Late to Save For Retirement

Fund Commentary & Market Outlook

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

Calvert News & Special Reports

G001 (7/13)

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)