CALVERT RESEARCH AND MANAGEMENT

RIASEC RegisteredEst. 2016

Total AUM

$40.3B

Discretionary

$40.3B

100% of AUM

Avg account

$21M

Accounts

1,915

Employees

Advisory reps

Firm details

Headquarters: Washington, District of Columbia
CRD number: 285127
Registered since: September 30, 2016
Website: www.calvert.com
Custodians: MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., CAISSE DES DÉPÔTS
Fee structure: Percentage of AUM
Client types: Investment Companies97.56%
Pension & Profit Sharing Plans1.17%
Other1.09%
Pooled Investment Vehicles0.1%
Corporations / Businesses0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Calvert Research And Management operates primarily as an institutional-oriented investment manager with a clear tilt toward fixed-income strategies and ESG integration. The firm runs largely discretionary mandates and charges fees as a percentage of assets under management. Its activity set includes portfolio management across individuals, pooled vehicles, investment companies and institutions, along with the selection of sub-advisers and the operation of pooled investment vehicles — functions that position the firm as a capital allocator for institutional clients. The firm identifies as an active ESG investor, which shapes security selection and portfolio construction across its mandates. At the same time, Calvert Research And Management maintains capabilities tied to commodities and futures markets (CPO/CTA activity) and participates in a broad set of industry roles and affiliations — including broker-dealer relationships, trust company and sponsor roles — that allow it to deliver both traditional and specialty investment solutions.