Investment Overview

US large-cap core research index strategy offering exposure to companies that meet Calvert Principles for Responsible Investment.
Calvert's Principles 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
Designed to closely track the Calvert US Large-Cap Core Responsible Index which is derived from the largest 1000 companies in the U.S. equity market
Overall Calvert philosophy and approach guided by the Four Pillars of Responsible Investment (see below)

Portfolio Construction

Define an eligible universe by applying the Calvert Principles for Responsible Investment across approximately 200 peer groups using over 300 Key Performance Indicators to measure ESG performance
Neutralize sector variances by over/underweighting sector weights to more closely align with the initial universe
Create an end portfolio of approximately 750 holdings that are reconstituted annually and rebalanced quarterly

Investment Team

Thomas Seto

Portfolio Manager

28 years of industry experience

2 years at Calvert

BS, University of Washington

MBA, University of Chicago Booth School of Business

Chris Madden, CFA

Portfolio Manager

20 years of industry experience

15 years at Calvert*

BS, BA, Indiana University

Jade Huang

Portfolio Manager

14 years of industry experience

12 years at Calvert*

BA, University of California, Berkeley

MA, Johns Hopkins University
*Years at Calvert include years at Calvert Research and Management (CRM) and years at Calvert Investment Management (CIM).



Russell 1000® Index (Primary)
Calvert US Large-Cap Core Responsible Index (Secondary)


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