Calvert Research and Management
Overview
Calvert Research and Management is a prominent investment management firm headquartered in Washington, DC, specializing in responsible investing and ESG-focused strategies. With over four decades of experience, Calvert offers a comprehensive range of investment solutions, including mutual funds, exchange-traded funds, separately managed accounts, and proprietary indexes, all designed to generate competitive returns while fostering positive social and environmental impact. Their offerings span various asset classes, such as fixed income, equity, and ESG and impact investing, catering to a diverse clientele seeking sustainable investment options. The firm's investment approach is distinguished by its rigorous research process and active engagement with companies on environmental, social, and governance (ESG) issues. By evaluating a company's ability to navigate financially material ESG factors, Calvert identifies unique investment opportunities and risks that might otherwise not be apparent. This strategy aims to drive positive change within the companies they invest in, enhancing shareholder value and promoting responsible business practices. Calvert's commitment to responsible investing is further exemplified by its leadership in integrating ESG research into investment decisions. The firm has been recognized for its efforts in promoting sustainable investing practices and has a long-standing history of advocating for corporate responsibility. Through its diverse investment products and active engagement strategies, Calvert continues to influence the investment landscape, encouraging a shift towards more sustainable and socially responsible investment practices.
Investment Focus
- Accredited investors only
- Compliance with ESG criteria
- Accredited investor status required
- Alignment with ESG and impact investing principles
- Long-term investment horizon
- Diversification across multiple asset classes
- Compliance with regulatory standards
- Adherence to Calvert's investment policies and guidelines
- Acceptance of potential lower short-term returns for long-term sustainable gains
- Willingness to engage in shareholder advocacy and corporate engagement initiatives
- Understanding of responsible investing principles and practices
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Calvert Research and Management
What sectors does Calvert Research and Management invest in?
Calvert Research and Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Bethesda, Maryland, United States. Calvert Research and Management is listed as a mutual fund in the ConnectSafely investor database.
What stage does Calvert Research and Management invest at?
Calvert Research and Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 500M.
Which regions does Calvert Research and Management invest in?
Calvert Research and Management invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at Calvert Research and Management?
Team members listed for Calvert Research and Management include Steve Falci (Chief Investment Officer Equities) and Elizabeth Glenshaw (Director, Ci Market & Industry Development).
What companies has Calvert Research and Management invested in?
Calvert Research and Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, JPMorgan Chase and Procter & Gamble.
How do I contact Calvert Research and Management?
Calvert Research and Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
