Calvert for Institutional Investors
Investment Process Pieces

Investment Process - Calvert Emerging Markets Equity Fund-4Q12 thumbnail image.

Investment Process - Calvert Emerging Markets Equity Fund-4Q12

A core emerging markets fund with a focus on sustainable businesses.

Date: 12/31/2012 | Lit #IP11068
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Investment Process - Calvert International Opportunities Fund thumbnail image.

Investment Process - Calvert International Opportunities Fund

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets.

Date: 11/8/2011 | Lit #IP10972
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Investment Process - Calvert Ultra-Short Income Fund thumbnail image.

Investment Process - Calvert Ultra-Short Income Fund

This piece defines Calvert Investment Management, Inc.'s investment strategies for this Class A ultra-short duration bond fund.

Date: 4/1/2013 | Lit #IP10970
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Investment Process - Calvert VP Inflation Protected Plus Portfolio thumbnail image.
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Investment Process - Calvert VP Natural Resources Portfolio thumbnail image.
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Investment Process - Calvert VP SRI Balanced Portfolio thumbnail image.
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Investment Process - Calvert VP Volatility Managed Portfolios thumbnail image.
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Investment Process - Institutional - Calvert Balanced Strategy thumbnail image.
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Investment Process - Institutional - Calvert Bond Strategy thumbnail image.
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Investment Process - Institutional - Calvert Equity Income Strategy thumbnail image.
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Investment Process - Institutional - Calvert Equity Portfolio thumbnail image.
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Investment Process - Institutional - Calvert Global Alternative Energy Strategy thumbnail image.

Investment Process - Institutional - Calvert Global Alternative Energy Strategy

Calvert Global Alternative Energy Strategy is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. Kleinwort Benson Investors International Ltd. (KBI) of Dublin, Ireland manages the strategy.

Date: 3/25/2011 | Lit #IP20744
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Investment Process - Institutional - Calvert Global Water Strategy thumbnail image.

Investment Process - Institutional - Calvert Global Water Strategy

Calvert Global Water Strategy is an all-market cap sector strategy that invests in non-U.S. and U.S. stocks. Kleinwort Benson Investors International Ltd. (KBI) of Dublin, Ireland manages the strategy.

Date: 12/31/2012 | Lit #IP20973
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Investment Process - Institutional - Calvert Government Strategy thumbnail image.
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Investment Process - Institutional - Calvert High Yield Bond Strategy thumbnail image.
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Investment Process - Institutional - Calvert International Equity Strategy thumbnail image.

Investment Process - Institutional - Calvert International Equity Strategy

This profile outlines the Calvert International Equity Fund advisor's investment process and strategy.

Date: 2/28/2013 | Lit #IP20763
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Investment Process - Institutional - Calvert International Opportunities Strategy thumbnail image.

Investment Process - Institutional - Calvert International Opportunities Strategy

Calvert International Opportunities Strategy focuses on small- and mid-cap stocks in both developed and emerging markets.

Date: 11/17/2011 | Lit #IP20745
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Investment Process - Institutional - Calvert Large Cap Core Strategy thumbnail image.
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Investment Process - Institutional - Calvert Large Cap Value Strategy thumbnail image.
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Investment Process - Institutional - Calvert Small Cap Strategy thumbnail image.

Investment Process - Institutional - Calvert Small Cap Strategy

This strategy focuses on small-cap U.S. stocks using quantitative and fundamental analysis.

Date: 4/14/2011 | Lit #IP20761
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Investment Process - Institutional - Calvert Social Index Strategy thumbnail image.
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Investment Process - Institutional - Calvert Ultra-Short Income Fund thumbnail image.
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Investment Process - Institutional - Short Duration Income Strategy, Income Strategy and Long-Term Income Strategy thumbnail image.

Investment Process - Institutional - Short Duration Income Strategy, Income Strategy and Long-Term Income Strategy

This piece defines Calvert Investment Management. Inc.'s investment approaches for these long-term, intermediate-term, investment-grade bond and short-term corporate bond strategies.

Date: 3/31/2013 | Lit #IP20512
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I704 (5/09)