Calvert Research and Management
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Equity, Fixed Income, Alternative, Multi-Asset, Fixed Income (Debt and Bonds), ESG and Impact Investing
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout
Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, Europe, Asia, China, India, Brazil, France, Italy, Denmark, Switzerland, Spain, Mexico, South Korea, Middle East, South Asia, Netherlands, Sweden, Belgium, Southeast Asia, Norway, Eastern Europe, Africa, South America, Central Asia, Caribbean, East Asia, Central America, Oceania, Pacific Islands, Baltic States, Scandinavia, Caucasus
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Software
- Transportation
- Financial Technology
- Consumer Services
- Biotechnology
- Basic Materials
- Consumer Non-Durables
- Technology Hardware
Investment Size:
1,000,000 to 500,000,000 USD
Investor Details Founded: 1976
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.
Requirements
- 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
Contact
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Portfolio Companies
- Apple Inc.
- Microsoft Corporation
- Tesla Inc.
- Johnson & Johnson
- Procter & Gamble Co.
- Exxon Mobil Corporation
- The Coca-Cola Company
- PepsiCo, Inc.
- Pfizer Inc.
- Chevron Corporation
- Tesla
- Microsoft
- Apple
- Procter & Gamble
- ExxonMobil
- Chevron
- Coca-Cola
- PepsiCo
- McDonald's
- Walmart
- Amazon
- Berkshire Hathaway
- Visa
- Mastercard
- JPMorgan Chase
- Goldman Sachs
- Citigroup
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