Separately managed accounts (SMAs) offer high-net-worth investors personalized strategies, flexibility and tax
efficiency. Unlike some other investment options, you directly own the securities within an SMA so you have more
control over your investments and more options for customization.
With Calvert Responsible Investing SMAs, you can take advantage of a research-driven approach to identifying and
evaluating financially material ESG opportunities and risks. You can also personalize your portfolio with a full menu of Responsible Investing strategies and customization options.
Portfolio customizations are implemented and executed through Parametric’s industry-leading SMA platform capabilities.
Calvert Responsible Investing SMAs offer three major advantages to help you build tax-efficient, customizable portfolios.
Calvert Equity SMA
Invests primarily in established large-cap growth stocks with a history of sustained earnings growth at a favorable price; the Calvert Principles for Responsible Investment provide a framework for the evaluating ESG factors and engaging with company management teams.
Calvert International Equity SMA
Invests primarily in stocks of non U.S. large-cap companies whose market capitalization falls within the range of the MSCI EAFE Index; the Calvert Principles for Responsible Investment guide the investment research process and decision making.
Calvert U.S. Large-Cap Core Responsible Index SMA
Tracks the Calvert U.S. Large-Cap Core Responsible Index, which is derived from the largest 1,000 companies in the U.S. equity market; offers broad exposure to companies that meet the Calvert Principles for Responsible Investment.
Partner solutions: Parametric can help you customize your portfolio to align with your principles.
Advisory services are offered by the following Eaton Vance brands: Eaton Vance Management; Atlanta Capital Management Company, LLC; Parametric Portfolio Associates, LLC and Calvert Research and Management, each an SEC registered Investment Adviser.
Strategy availability and customization will vary by ﬁrm and platform
Investing involves risk and there is no assurance that Calvert will achieve profits or avoid incurring losses.
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