Calvert for Institutional Investors
Separate Accounts

Calvert offers an array of equity, bond, and alternative investment strategies designed to meet a variety of client objectives and risk profiles, including strategies featuring integrated Environmental, Social and Governance (ESG) research and advocacy.

A separate account is a professionally managed portfolio of securities that can be customized to the specific objectives and preferences of each client. Calvert offers separate account services to qualified private clients and institutions for a minimum investment of $10 million. Investment minimums and fees are negotiable. Your financial advisor or consultant can help you determine whether separate account management from Calvert is appropriate for you. To learn more about the following strategies and others offered by Calvert, contact Michael L. Davis, Director, Institutional Client Relationships.

Investment involves risk, including possible loss of principal.

U.S. Large Cap Value Strategy

A strategy that invests primarily in large-cap U.S. common stocks that are trading at prices below what are believed to be their intrinsic value and with a focus on fundamental, bottom-up security analysis and sector allocation.

 

Large Cap Core Strategy

Invests primarily in U.S. large cap companies, while emphasizing the stocks which are believed to offer the greatest potential for risk-adjusted return. Employs a systematic investment process that combines quantitative research, bottom-up fundamental company analysis, and ESG research with risk-controlled portfolio construction.

 

U.S. Small Cap Strategy

A strategy that focuses on a domestic small cap investable universe of stocks and employs a systematic investment process with a focus on valuation- and sentiment based indicators to identify attractive securities.

Calvert International Equity (International ADR Strategy)

Invests primarily in ADRs that meet ESG criteria to create a portfolio of international stocks, while emphasizing the stocks which are believed to offer the greatest potential for risk-adjusted return. Employs a systematic investment process that combines quantitative research, bottom-up fundamental company analysis, and ESG research with risk-controlled portfolio construction.

International ADR Strategy (Terror-Free)

Systematic, risk-controlled investment process using liquid ADRs to create a portfolio that closely follows the risk characteristics of the MSCI EAFE Index. Screened for securities with significant business exposure to terrorist-related activities.

Core Plus Fixed Income Strategy

A strategy that features a relative-value approach to maximize long-term income, to the extent consistent with prudent investment management and preservation of capital, through investment in bonds and other income-producing securities with attractive price-appreciation potential.

Green Fixed Income Strategy

Seeks to provide investors with a diversified bond portfolio that actively selects green corporate and non-corporate issues.

I300 (8/13)

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.

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