Investment Overview

ESG-integrated strategy that seeks opportunities related to climate change and other environmental issues while maximizing income and preserving capital.
Invests solely in securities designated as "green" through our proprietary research process
 

Strategy Focus

At Calvert, we have developed our proprietary green criteria to try and find the best impact opportunities while enabling portfolio diversification. Our criteria includes three different types of bonds:
Green projects - Where proceeds are directed to meeting green challenges, such as providing renewable energy resources or electric cars. Green buildings
Solutions providers - General obligation bonds from corporate issuers who derive at least 50% of revenue from clean technology or environmentally beneficial technology, product or service, such as renewables or water efficiency technologies.
Leaders - Issuers who demonstrate leadership in material environmental issues and, thereby, elevate industry norms.

Investment Team

Vishal Khanduja, CFA

Managing Director, Co-Head Broad Markets Fixed Income

Joined investment management industry in 2005

Joined Calvert* in 2012

BE, VJTI, Mumbai, India

MBA, University of Iowa

Brian Ellis, CFA

Executive Director, Portfolio Manager

Joined investment management industry in 2006

Joined Calvert* in 2009

BS, Salisbury University
*Years at Calvert include years at Calvert Research and Management (CRM) and years at Calvert Investment Managements (CIM).

 

Benchmark

ICE BofA Green Bond Index (USD Hedged)
 

Disclosure

Calvert Research and Management is an SEC registered investment adviser and wholly owned subsidiary of Eaton Vance Management.

Related Content