January 19, 2017 8:55 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. Calvert Group, Ltd. operates as a subsidiary of Ameritas Life Insurance Corp.

4550 Montgomery Avenue

Suite 100N

Bethesda, MD 20814

United States

Founded in 1976

Phone:

301-951-4800

Fax:

301-654-7820

Key Executives for Calvert Group, Ltd.

President, Chief Executive Officer, and Chairperson
Age: 63
Senior Vice President, Chief Financial Officer and Chief Administrative Officer
Chief Operating Officer
Senior Vice President and Head, Credit Research Division
Age: 65
Chief Investment Officer of Fixed Income
Compensation as of Fiscal Year 2016.

Calvert Group, Ltd. Key Developments

Calvert Investments, Inc. Appoints Jason Rosenberg as Chief Compliance Officer for the Investment Advisor and Broker-Dealer

Calvert Investments Inc. announced the appointment of Jason Rosenberg as chief compliance officer for the Investment Advisor and Broker-Dealer. Rosenberg is the latest in a series of recent hires by the company to ensure a strong culture of compliance. Rosenberg joins the company from ACA Compliance Group where he advised large and complex investment advisers on regulatory and compliance risk. He has previously held positions at the Securities and Exchange Commission (SEC) and at NASD (now FINRA). Rosenberg will join the company Investments’ growing team of compliance professionals and Hope Brown as chief compliance officer of Calvert Funds.

Calvert Group, Ltd. Presents at Morningstar Investment Conference - Chicago, Jun-14-2016 11:00 AM

Calvert Group, Ltd. Presents at Morningstar Investment Conference - Chicago, Jun-14-2016 11:00 AM. Venue: McCormick Place, 2301 South Lake Shore Drive, Chicago, IL 60616, United States. Speakers: Lynne R. Ford, Executive Vice President of Distribution and Marketing and Member of Management Committee.

Calvert Investments Launches Water Research Index

Calvert Investments launched the Calvert Global Water Research Index (CALH2O), the sixth addition to the company's growing suite of responsible indexes. The index focuses on investing in companies dedicated to the responsible stewardship, sustainability and accessibility of Earth's water, but unlike existing sector indexes it offers better diversification, a lower risk profile and generally more attractive investment characteristics. Calvert recognizes that while water is a global common good it is also becoming an increasingly demanded resource. To address this growing demand, Calvert believes that driving capital to responsible companies in the water sector will drive more investment in solutions to global water challenges. By including both water efficiency leaders and innovators, the Calvert Global Water Research Index provides a comprehensive approach to investing in water that addresses both the supply and demand sides of the water system. Because the Calvert Global Water Research Index is less concentrated, it provides opportunities to invest in more companies, industries, sectors and countries than other existing water indexes that often concentrate in only one segment of the water industry. Compared to its peers, the index consists of larger and potentially more stable companies.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Bloomberg L.P. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Calvert Group, Ltd., please visit www.calvert.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.