Positive impact. Competitive results.

A responsible investing leader with a full range of customization options to help clients create portfolios that reflect their values and investment preferences.

As ESG investing gains momentum, Eaton Vance is ready

Industry-leading strategies

A wide range of Responsible Investing strategies with unmatched customization options supported by one of the industry's largest SMA platforms.1

Diverse range of approaches

Client-designed portfolios, research-driven strategies using ESG criteria and comprehensive engagement programs.

Unique strategy combinations

Use our strategies alone or together to create customized SMA solutions.

                    

Approaches tailored to investors’ values and objectives

                    

Access strategies designed to help minimize tax liability and enhance after-tax return potential.

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Research-driven strategies

As a recognized leader in Responsible Investing, Calvert uses a research-based approach and active engagement to identify opportunities and risks and drive shareholder value.

LEARN ABOUT CALVERT about Research-driven strategies
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Client directed, bespoke portfolios

Parametric focuses on exercising ownership rights and specialized portfolio construction techniques to create customized portfolios that reflect client values.

LEARN ABOUT PARAMETRIC about Client directed, bespoke portfolios

Calvert thought leaders share their insights on Responsible Investing

Explore the advantages of a research model that focuses on a company's financially material ESG issues.

RECENT INSIGHTS
Responsible Investing

Responsible Investing: A Steadfast Approach Across U.S. Political Cycles
Article published on:December 18, 2024

"In today's environment of greater deregulation and political uncertainty, we believe Calvert's deep responsible investment experience and research expertise gives us broader and deeper insight into the risk and reward potential of each investment."
READ MORE about Responsible Investing: A Steadfast Approach Across U.S. Political Cycles
Responsible Investing

Expanding Homeownership with Calvert Mortgage Access Fund
Article published on:November 12, 2024

"Investing in Calvert Mortgage Access Fund can provide exposure to a distinct market segment that offers attractive return potential while helping to address wealth inequality and promote broader access to homeownership."
READ MORE about Expanding Homeownership with Calvert Mortgage Access Fund

ESG-focused tools

Calvert Transparency Tool

Compare strategies on a broad range of traditional portfolio characteristics and ESG metrics. The tool is free for financial professionals to use.

Learn more about Calvert Transparency Tool

Parametric ESG Analyzer

How does screening by business practice or industry sector affect a passive portfolio’s ability to track a benchmark? Contact us for a free demo of our ESG Screen Analyzer.

Learn more about Parametric ESG Analyzer

Related Resources

Calvert Impact Tool

See how we measure up against five key ESG factors.

Questions about where to start with responsible investing?

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Explore more Eaton Vance investing strategies

Customized Investing Center

Flexible solutions from the leader in SMA investing.

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Calvert Responsible Investing SMAs

A research-driven approach to identifying and evaluating financially material ESG opportunities and risks.

VISIT CALVERT RESPONSIBLE INVESTING about Calvert Responsible Investing SMAs

1Source: Cerulli Associates: The Cerulli Edge - U.S. Managed Accounts Edition. Based on AUM of Parametric Portfolio Associates, Morgan Stanley Investment Management, Atlanta Capital Management Co. and Eaton Vance among Separate Account Consultant Program Asset Management Groups, as of Q2 2024.

Advisory services described may be provided by Eaton Vance brands: Parametric Portfolio Associates LLC, Eaton Vance Management, Calvert Research and Management or Atlanta Capital Management Company, LLC; each an SEC-Registered Investment Adviser. Certain Calvert SMA strategies are only available through advisory services provided by Calvert affiliates, including Parametric Portfolio Associates LLC and Atlanta Capital Management Company, LLC. Please contact Calvert for additional information about these strategies.