different-core-experience

Our Five Key Strengths:
Experience

At Calvert, our investors benefit from depth and diversity of investment management expertise. Our in-house money managers and external sub-advisors, based worldwide, have developed time-tested strategies to navigate changing market conditions. Our portfolio managers hail from U.S. firms and global asset managers with offices around the world. Offering, on average, more than 15 years of experience, our managers have expertise honed through widely varied economic and market conditions.

You can also take confidence in the strict selection and oversight of portfolio managers provided by Calvert Investment Management, Inc. (CIM), the investment advisor to all of our portfolios and mutual funds. Because we engage not only internal but also premier, external management expertise, our investors benefit from:

  • Broad and varied views of the global markets
  • A diverse range of equity and fixed-income research expertise
  • Independent investment thinking
  • A potentially lower correlation of same-company holdings among our portfolios

Our investment strategies leverage the expertise of either Calvert money managers, who are highly experienced in their categories, or premier institutional sub-advisors who might not otherwise be available to our clients. With our approach, you benefit from the independent thinking and experience afforded by each of our premier sub-advisors and in-house portfolio managers.

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