Investment Overview

US large-cap value research index strategy offering exposure to companies that meet the Calvert Principles for Responsible Investment (Calvert Principles).
The Calvert Principles seek to identify companies that operate in a manner consistent with:
     – Equitable societies and respect for human rights
Designed to closely track the Calvert US Large-Cap Value Responsible Index which is derived from some of the largest 1000 companies in the U.S. equity market
ESG research also informs engagement efforts on financially material issues
 

Portfolio Construction

Define an eligible universe by applying Calvert's ESG research across approximately 150 peer groups using roughly 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 600 holdings that are reconstituted annually and rebalanced quarterly

Investment Team

Thomas Seto

Portfolio Manager

28 years of industry experience

3 years at Calvert

BS, University of Washington


Chris Madden, CFA

Co-Director of Index Management, Portfolio Manager

20 years of industry experience

15 years at Calvert*

BS, BA, Indiana University


Jade Huang, CFA

Co-Director of Index Management, Portfolio Manager

14 years of industry experience

12 years at Calvert*

BA, University of California, Berkeley

MA, Johns Hopkins University


 

Benchmark

Russell 1000 Value Index
 

Disclosure

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