Partner with a Leader

Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.

Learn more about Calvert

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Hope Brown

John Streur

Edward Kamonjoh

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Kelly Rechen

Leadership Team


Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.

Meet our team

$30.8B

in assets under management as of September 30, 2022

We offer one of the industry's broadest selections of Responsible Investing strategies.

Active Equity

11

Passive Equity

7

Fixed Income

12

Allocation

6

Thematic

3

Investment Solutions

Our investment solutions cover a wide range of financial objectives, risk profiles and investor priorities.

Mutual Funds

Active and passive fund offerings that invest across the global capital markets.

Explore our funds

Separately Managed Accounts

Customized strategies that give clients greater control over their investments and taxes.

See the advantages of SMAs

Responsible Allocation Models

An easy and practical approach to building diversified, ESG-focused portfolios.

Explore our guided model solutions

Calvert Research Indexes

The terms and definition most relevant to Responsible Investing.

Learn more about Calvert indexes

Mutual Funds

Active and passive fund offerings that invest across the global capital markets.

Explore our funds

Separately Managed Accounts

Customized strategies that give clients greater control over their investments and taxes.

See the advantages of SMAs

Responsible Allocation Models

An easy and practical approach to building diversified, ESG-focused portfolios.

Explore our guided model solutions

Calvert Research Indexes

The terms and definition most relevant to Responsible Investing.

Learn more about Calvert indexes
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Differentiated Research


Calvert's research is distinguished by its breadth and depth, industry-specific expertise, and focus on materiality. By evaluating a company's ability to navigate financially material ESG issues, Calvert identifies investment opportunities and risks that might otherwise not be apparent.

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Active Engagement


Calvert actively works with companies on issues such as setting GHG reduction targets, improving diversity, and adopting water stewardship policies. Experience has taught us that working directly with the companies we invest in can drive positive change and improve shareholder value.

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Best Multi-Cap Core Fund for the 2nd Year in a Row

Calvert US Large-Cap Core Responsible Index Fund (CISIX) wins two Lipper Awards.

Among 165 funds over 5 years and 132 funds over 10 years as of 11/30/21 in the Multi-Cap Core category based on risk-adjusted returns. CISIX also won the same Lipper Fund Award in 2021 among 169 funds over 5 years and 140 funds over 10 years as of 11/30/20.*

See more about the CISIX index fund

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responsibly?

 

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For investors

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Refinitiv Lipper Fund Awards as of November 30, 2021 based on risk adjusted returns.

The mutual funds shown may have experienced negative performance during one or more of the time periods represented by the Refinitiv Lipper Fund Award. For the Fund's performance as of the most recent month-end, please refer to our Performance page. Past performance is no guarantee of future results.

Source: The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The 2021 and 2022 Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Other share classes may have different performance and expense characteristics. From Refinitiv Lipper Awards, ©2022 Refinitiv. All rights reserved. Used by permission an d protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited


Risk Considerations: There is no assurance that a mutual fund will achieve its investment objective. Funds are subject to market risk, which is the possibility that the market values of securities owned by the fund will decline and that the value of fund shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in these funds. Click on fund name above for more information.