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.


Listen to the replay of the webinar Mid-Year Outlook...

Webinar Replay Available: Mid-Year Outlook for the U.S. Economy, Stocks, and Calvert Equity Portfolio

Watch the webinar replay to gain timely insights from CSIEX portfolio manager Richard England.

Highlights from the webinar include: 

  • An in-depth look at the health of the U.S. economy and strategic implications for Calvert Equity Portfolio
  • The long-term attractiveness of high-quality stocks
  • Insights on current Calvert Equity Portfolio holdings
  • How the Portfolio's high-quality, large-cap stocks are positioned to potentially benefit from a rising interest rate environment

Featured Speaker:

Richard England, Portfolio Manager, Calvert Equity PortfolioRichard England,
Portfolio Manager, Calvert Equity Portfolio
Managing Director and  Principal,
Atlanta Capital Management

Click here to learn more about the Calvert Equity Portfolio.

Investing in mutual funds involves risk, including possible loss of principal invested. Active share is a measure of the extent to which a fund’s holdings differ from those of its benchmark. While active share provides an indication of a manger’s conviction level and willingness to manage beyond a benchmark, it may not be indicative of a manager’s stock-picking skill. High active share does not guarantee positive investment results.

This commentary represents the opinions of its authors as of June 12, 2014 and may change based on market and other conditions. These opinions are not intended to forecast future events, guarantee future results, or serve as investment advice. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither Calvert Investment Management, Inc. nor its information providers are responsible for any damages or losses arising from any use of this information.

As of May 31, 2014, Calvert Equity Portfolio’s holdings included Fastenal Co. (1.82% of the portfolio), Lowe’s Companies Inc. (2.07%), Gilead Sciences Inc. (3.92%), Google Inc. (2.01% CLC, 2.05% CLA), Apple, Inc. (4.76%), Costco Wholesale Corp. (2.79%) and Starbucks Corp. (2.45%). Calvert may or may not still invest in, and is not recommending any action on, any companies listed.

Fund Commentary & Market Outlook

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

Calvert News & Special Reports

G001 (7/13)

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)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.