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The Calvert Research System allows the firm to quantitatively rate and rank companies both inside their respective industry and across the entire investment universe in absolute terms. [17] [15] Calvert Investment Management (CIM) was purchased by Eaton Vance in 2017 and was replaced with Calvert Research and Management (CRM). [18] [2]
By September 2007, the firm owned $158.1 billion in assets under management. [8] In 2012, Easton Vance purchased 49% of Hexavest Inc, a Canadian investment management firm. [9] In 2017, Eaton Vance purchased Calvert Investments, which provides mutual funds focused on socially responsible investing. [10]
Wayne Silby (born 1948) is an American social investor and entrepreneur. He is the co-founder of Calvert Investments, one of the first and largest socially responsible mutual funds in the nation, [1] and has been acting as the Founding Chairman until his recent retirement.
Calamos Investments; Calvert Investments; Cambridge Associates; Cambridge Investment Research; Capital Group Companies; Capstone Investment Advisors; Captrust; Cetera Financial Group; Charles Schwab Corporation; Citadel LLC; Clarium Capital; Columbia Threadneedle Investments; Columbus Nova; Commonfund; Conning (company) Cottonwood Technology ...
The Calvert Social Index is a stock market index created by Calvert Investments as a benchmark of large companies that are considered socially responsible or ethical. [1] It currently consists of 680 companies, weighted by market capitalization, selected from approximately 1,000 of the largest publicly traded companies in the United States using Calvert's social criteria. [2]
Wilbanks Partners is an executive search and organizational management consulting firm focusing on the asset and wealth management business. Clients have included Chevy Chase Trust, Calvert Investments, [10] [11] Delaware Investments, Fidelity Investments, LPL Financial, [12] [13] [14] State Street Global Advisors and Vanguard.
Calvert expedition, 1896 exploring expedition in north-central Western Australia; Calvert Extra, an American brand of blended whiskey; Calvert Investments, an investment management company; Calvert Marine Museum; USS Calvert, ship
The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).
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