Calvert Research and Management
Overview
Calvert Research and Management is a global leader in Responsible Investing (ESG). Founded in 1976, the firm offers a large and diversified family of responsibly invested strategies, including mutual funds and ETFs. It seeks to generate favorable investment returns by allocating capital consistent with environmental, social, and governance (ESG) best practices and through structured engagement with portfolio companies. Calvert was acquired by Eaton Vance in 2017, which was subsequently acquired by Morgan Stanley in 2021, making Calvert part of Morgan Stanley Investment Management.
Portfolio Companies
5
Website
calvert.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Sword Bio | Mar 2007 | Series B | Co-investor |
| ENTOUCH | Feb 2016 | Series C | Co-investor |
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Key People
Brian Ellis
VP, Fixed Income Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Calvert Research and Management based?
Calvert Research and Management is headquartered in District of Columbia.
When was Calvert Research and Management founded?
Founding year information for Calvert Research and Management is not publicly available.
How many portfolio companies does Calvert Research and Management have?
Calvert Research and Management has 5 portfolio companies in Caplight's dataset.
What are some companies in Calvert Research and Management's portfolio?
Portfolio companies visible on Caplight include Sword Bio, ENTOUCH.
What was Calvert Research and Management's most recent investment shown here?
Calvert Research and Management's most recent investment in this portfolio sample was in ENTOUCH in 2016.
What sectors does Calvert Research and Management focus on?
Calvert Research and Management focuses on Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Energy & Sustainability, Enterprise Software, Consumer & Commerce, Enterprise Software.
What company stages does Calvert Research and Management focus on?
Calvert Research and Management typically invests at the Mid stage.
What is Calvert Research and Management's AUM?
Calvert Research and Management's assets under management are estimated between $39.5B and $39.5B.