CALVERT INVESTMENT Overview

Calvert Investment Management Inc. is an investment advisor that manages 13.4 BN dollars in regulatory AUM and has 56 employees, of which 56 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/03 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 20% of the manager's regulatory AUM.

CALVERT INVESTMENT StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CALVERT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 2.43% Tech 1.31% -0.02% 0 42%
GOOGL 1.54% Tech 0.67% -0.02% 0 34%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CALVERT INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert J. Sands Director October-1998
Ivy W. Duke Vice President, Assistant Secretary, Acting General Counsel And Chief Compliance Officer January-2002
Catherine P. Roy Director, Senior Vice President, Chief Investment Officer Fixed Income August-2004
Natalie A. Trunow Director, Senior Vice President, Chief Investment Officer Equities October-2008
John H. Streur Director, Chair, President & Chief Executive Officer January-2015
Vicki S. Benjamin Senior Vice President And Chief Financial Officer February-2015

CALVERT INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

CALVERT INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
Calvert offers a wide array of equity, fixed income, and asset allocation investment options that enable our clients to diversify their investments broadly. For financial goals ranging from retirement and education funding to achieving general financial security, we offer the building blocks for well balanced portfolios in the following broad categories:

Mutual Funds
Equity: Looking Beyond Traditional Measures. A leader in SRI investing, Calvert offers investors a broad choice of SRI
strategies. Each SRI strategy employs one of three proprietary approaches:

Calvert Signature™ Strategies employ a management process Calvert has utilized for more than 25 years for all of its original SRI funds— comprising two distinct but integral research components: a rigorous review of a company’s financial performance, plus a thorough assessment of its ...
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CALVERT INVESTMENT Portfolio Concentration

CALVERT INVESTMENT Location

4550 MONTGOMERY AVE. STE 1000N
BETHESDA, Maryland
UNITED STATES, 20814

CALVERT INVESTMENT Contact Information

Phone Number: 301-951-4881
Fax Number: 301-657-7014
Website:

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