Data Callout $19.1B in assets under management As of September 30, 2019

Responsible investment strategies spanning the global markets

We offer one of the industry’s broadest ranges of responsibly invested funds, spanning asset classes and geographies.

Fund offerings
27

Fixed income
10

Equity
13

Allocation
4

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Differentiated research and active engagement

By combining our proprietary research models with a structured corporate engagement framework, we work toward building sustainable long-term value in both the companies we invest in and our clients’ portfolios.

An Approach Based on Materiality

To assess how well a company is positioned to respond to various Environmental, Social and Governance (ESG) challenges or capitalize on opportunities, our team draws on expertise in specific economic sectors and data from diverse sources to determine which specific factors may drive corporate performance in any given industry.

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Influence That Makes an Impact

A critical element of our approach is actively engaging with companies and broader investor coalitions and industry groups to drive greater accountability and action. By helping companies understand the potential financial benefits of responsible practices, we can help affect meaningful change.

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Built for the Next Generation of Responsible Investing

Eaton Vance

As part of Eaton Vance, Calvert has even greater resources and infrastructure to support our Responsible Investing efforts. Access to Eaton Vance expertise allows us to provide investors and advisors with even more educational materials and insights and access to a broad fundamental investment team, elevating our connections with the companies we actively engage with on ESG matters.

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Global leadership

To help raise corporate ESG standards and practices around the world, we regularly partner with governments, agencies and industry groups.

A Sample of Initiatives We've Helped Champion

1990

The Forum for Sustainable and Responsible Investment

A leading voice advancing sustainable impact investing across all impact classes, with a focus on long-term investment and positive social and environmental outcomes

2001

UN Global Compact

The world’s largest corporate sustainability initiative calls on companies to align operations with principles on human-rights, labor, the environment and anti-corruption.

2003

Carbon Disclosure Project

CDP is a non-profit that manages the global disclosure system for investors, companies, cities and states to manage their environmental impacts.

2004

Coalition for Environmentally Responsible Economies

Ceres unites investors, companies, and public interest groups to accelerate the adoption of sustainable business practices.

2004

Global Reporting Initiative

An international standards organization that helps businesses understand their impacts on ESG issues such as climate change, human rights and corruption.

2006

Principles for Responsible Investing

We were a founding signatory of the United Nations’ Principles of Responsible Investing.

2009

UN Women’s Empowerment Principles

A code of conduct for corporations focused on empowering, advancing, and investing in women worldwide.

2011

Sustainability Accounting Standards Board

As a founding member of the SASB Investor Advisory Group, we work to elevate corporate reporting standards across all major industries.

Our Leadership Team



Calvert has been a leader in Responsible Investing for decades. Our core focus on ESG research over this time has afforded us the opportunity to develop a sophisticated understanding of financial materiality and its impact on value creation over time.

Meet our team
Jessica Milano

John Streur

President and Chief Executive Officer

Full bio
Jessica Milano

Hope Brown

Chief Compliance Officer

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Jessica Milano

Anthony Eames

Director of Responsible Investment Strategy

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Jessica Milano

Jade Huang

Portfolio Manager

Full Bio
Jessica Milano

Christopher Madden

Portfolio Manager

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Jessica Milano

Jessica Milano

Director of ESG Research

Full bio
Jessica Milano

John Wilson

Director of Corporate Engagement

Full bio
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Join us

Ready to bring your skills to the rapidly evolving field of ESG investing? See a range of open positions across our offices.

Calvert careers
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Press & Announcements

Catch up on the latest Calvert News, Perspectives and Insights helping shape the world of responsible investing.

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