Calvert for Institutional Investors
Types of Clients Served

Calvert's extensive range of products and services includes:

  • Over 30 competitive mutual funds (domestic and international)
  • Variable insurance products
  • Separate account capabilities

Who We Serve

Institutional Investors
Calvert's helps meet institutional investor needs with a team dedicated specifically to serving and supporting institutional investors. Types of clients include:

  • Corporations
  • Endowments/Foundations
  • Labor Unions
  • Government Agencies
  • Not-for-Profit Organizations
  • Universities and Colleges.

Consultants
Calvert offers extensive resources including a dedicated institutional consultant and client servicing team to help meet client needs.

Retirement Providers and Third-Party Administrators
Calvert offers retirement providers and third party administrators a broad range of equity and fixed income A, C, I, R, and Y share investment options for 401(k), 403(b), 457 and insurance plans.

DC Plan Sponsors
Calvert offers 401(k), 403(b) and 457 plan sponsors and plan participants a broad range of investment options and services.

Insurance Companies
Calvert is dedicated to offering quality investment options for variable annuity products—including variable series portfolios, sub-advisory services, and mutual funds.

Bank Trust Departments
Calvert is dedicated to helping bank trust departments meet the diverse wealth-management needs of their clients.

529 Plans
Calvert offers College Savings Plans a broad range of equity and fixed income strategies, and a dedicated client-servicing team. Calvert is also the program manager for the only Sustainable and Responsible 529 College Savings Plan in the U.S. that allows clients to invest entirely in SRI funds, including age-based portfolios.

I500 (6/13)