Investment Capabilities
We bring institutional clients seasoned experience in fundamental bottom-up and top-down investing, global macro investing, rules-based and responsible/ESG investing.
Fixed Income
Active management, in-depth fundamental research and downside risk management are at the core of our fixed-income approach. Specialized sector teams calibrate risk and reward as we strive to meet the unique objectives of each institutional client.
Strategies
- Cash Management Strategy
- Core Bond Strategy
- Core Plus Bond Strategy
- Emerging Markets Debt Hard Currency Short Duration Strategy
- Emerging Markets Debt Hard Currency Strategy
- Emerging Markets Debt Opportunities Strategy
- Emerging Markets Local Income Strategy
- Floating-Rate Loan Strategy
- Global High Yield Strategy
- High Yield Strategy
- Intermediate Core Bond Strategy
- Multi-Asset Credit Strategy
- Preferred Security Strategy
- Short Duration Management Strategy
- Taxable Municipal Bond Strategy
Equity
We offer actively managed U.S., international and global equity strategies that include top-down and bottom-up approaches for a full range of market capitalization and investment styles. Our equity approach is centered on pursuing risk-adjusted long-term performance to help institutions meet their objectives.
Market imbalances add to the case for international equities
Strategies
- Calvert Balanced Strategy
- Calvert Developed Markets Ex-U.S. Responsible Index Strategy
- Calvert International Equity Strategy
- Calvert International Small/Mid-Cap Strategy
- Calvert US Large Cap Growth Responsible Index Strategy
- Calvert US Large Cap Value Responsible Index Strategy
- Calvert US Large-Cap Core Responsible Index Strategy
- Calvert US Mid Cap Core Responsible Index Strategy
- Calvert US Small-Cap Strategy
Alternatives
Alternatives can play a powerful role in institutional portfolios as they offer the potential to enhance diversification, lower portfolio volatility, provide incremental income and improve risk-adjusted performance. We offer absolute return strategies, a commodity strategy and option overlay strategies.
