Calvert Research And Management

Overview

Calvert Research And Management is an institutional registered investment adviser that operates as a capital allocator for institutional clients. The firm has been SEC-registered since 2016, is owned by a combination of a domestic entity and an individual, and charges fees as a percentage of assets under management. Its business activities include roles as a commodity pool operator or commodity trading advisor (CPO/CTA) and it provides portfolio management across a range of client types: individuals and small businesses, investment companies, pooled investment vehicles, and institutional entities. The firm explicitly acts as a selector of other advisers, which aligns with its designation as a capital allocator. Despite the Calvert name often being associated with sustainable investing, the available data indicates Calvert Research And Management is not classified as an active ESG investor. It is not registered as a multi-state adviser and does not position itself as a pension consultant. Calvert Research And Management maintains a broad set of industry affiliations, including broker-dealer, other investment adviser, registered municipal advisor, registered security-based swap dealer, futures commission merchant, trust company, real estate broker, and sponsor/GP/managing member of pooled investment vehicles. Those affiliations suggest involvement across both advisory and sponsor/manager roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives