Investment Overview

ESG-integrated strategy focused on short duration (1-5 year) securities
Invests solely in the securities meeting the Calvert Principles for Responsible Investment, which seek to identify companies that operate in a manner consistent with:
     – Environmental sustainability and resource efficiency
     – Equitable societies and respect for human rights
     – Accountable governance and transparent operations
Leverages expertise of specialized teams for fundamental credit research, risk management and trading
 

Portfolio Construction

Integrated proprietary ESG research with fundamental credit analysis to help manage downside risk
Active duration and yield curve management
Multisector investment approach
Active sector rotation
Average Duration: +/- 0.75 year
Risk management focus

Investment Team

Vishal Khanduja, CFA

Managing Director, Co-Head Broad Markets Fixed Incomer

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

Bloomberg 1-5 Year U.S. Credit Index
 

Disclosure

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

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