Calvert offers an array of equity, bond, and alternative investment strategies designed to meet a variety of client objectives and risk profiles, including strategies featuring integrated Environmental, Social and Governance (ESG) research and advocacy.
A separate account is a professionally managed portfolio of securities that can be customized to the specific objectives and preferences of each client. Calvert offers separate account services to qualified private clients and institutions for a minimum investment of $10 million. Investment minimums and fees are negotiable. Your financial advisor or consultant can help you determine whether separate account management from Calvert is appropriate for you. To learn more about the following strategies and others offered by Calvert, contact our Institutional Group.
U.S. Large Cap Value Strategy
A strategy that invests primarily in large-cap U.S. common stocks that are trading at prices below what are believed to be their intrinsic value and with a focus on fundamental, bottom-up security analysis and sector allocation.
U.S. Small Cap Strategy
A strategy that focuses on a domestic small cap growth investable universe of stocks and employs a systematic investment process with focus on valuation- and sentiment-based indicators to identify attractive securities.
Alternative Global Equity Strategy
A strategy that invests in global alternatives across capital structure, investment styles, geographies, market caps and instruments.
Core Plus Fixed Income Strategy
A strategy that features a relative-value approach to maximize long-term income, to the extent consistent with prudent investment management and preservation of capital, through investment in bonds and other income-producing securities with attractive price-appreciation potential.
C300 (4/09)
