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August 29, 2015 8:22 PM ET

Capital Markets

Company Overview of Calvert Group, Ltd.

Company Overview

Calvert Group, Ltd. is a Maryland-based investment advisor with over $7.5 billion assets under management. Its equity investment strategies include aggressive growth, growth, growth and value, indexing, value, small-cap, mid-cap, large-cap, quantitative, and social screening. The firm invests globally, but specifically, in the United States, Europe, and emerging markets. It was established in 1976 and is based in Bethesda, Maryland.

4550 Montgomery Avenue

Suite 100N

Bethesda, MD 20814

United States

Founded in 1976





Key Executives for Calvert Group, Ltd.

President, Chief Executive Officer, and Chairperson
Age: 62
Senior Vice President, Chief Financial Officer and Chief Administrative Officer
Chief Operating Officer
Senior Vice President and Head, Credit Research Division
Age: 64
Chief Investment Officer of Fixed Income
Compensation as of Fiscal Year 2015.

Calvert Group, Ltd. Key Developments

Calvert Investments, Inc. Launches New Funds

Calvert Investments Inc. announced a major new initiative that the firm describes as the next step in the evolution of responsible investing. The firm is building upon its global Responsible Investing research expertise and has launched a suite of Responsible Indexes and related lower cost Index Funds that will track them. Three distinct U.S. large cap indexes have been created based on style. Calvert U.S. Large Cap Growth Responsible Index; Calvert U.S. Large Cap Core Responsible Index; and Calvert U.S. Large Cap Value Responsible Index. The existing Calvert Social Index Fund has become the Calvert U.S. Large Cap Core Responsible Index Fund. Calvert is also launching two additional index funds, the Calvert U.S. Large Cap Growth Responsible Index Fund and the Calvert U.S. Large Cap Value Responsible Index Fund, each based on one of the new indexes. The Funds are all available to the public on June 22, 2015. Additional Responsible Indexes and Funds providing coverage of other significant portions of the global equity markets are anticipated later this year, including U.S. mid cap, non-U.S. developed markets and emerging markets.

Calvert Group, Ltd. Presents at ESG, SRI & Impact Investing Summit, Mar-31-2015 08:45 AM

Calvert Group, Ltd. Presents at ESG, SRI & Impact Investing Summit, Mar-31-2015 08:45 AM. Venue: The Princeton Club, New York, New York, United States. Speakers: Catherine Palmer Roy, Chief Investment Officer of Fixed Income.

Calvert Investments, Inc Announces Management Changes

Calvert Investments Inc. announced that John Streur has been selected as its next CEO. Mr. Streur will join the firm on October 27, 2014, and assume full responsibilities on January 1, 2015. Mr. Streur currently serves as President, Director and Principal of Portfolio 21. He is best known for his 20-year career as CEO of Managers Investment Group, The Managers Funds and Managers AMG Funds. Prior to the founding of Managers Investment Group in 2005, John was CEO of its predecessor entity, Portfolio Services Group and parent The Burridge Group LLC. Mr. Streur will work closely with outgoing CEO Barbara Krumsiek through the end of the year, ensuring an orderly transition. On January 1, 2015, Ms. Krumsiek is stepping down from her day-to-day responsibilities as President and CEO of Calvert Investments. She will remain on the Board of Calvert Investments Inc. Krumsiek has been named Founding Chair of the Calvert Institute, which will promote the growth of sustainable and responsible investing (SRI) through research, advocacy, and fostering innovation in the field of sustainable investing.

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