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March 30, 2015 9:03 AM 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

Phone:

301-951-4800

Fax:

301-654-7820

Key Executives for Calvert Group, Ltd.

President, Chief Executive Officer, and Chairperson
Age: 61
Senior Vice President, Chief Financial Officer and Chief Administrative Officer
Chief Operating Officer
Senior Vice President and Head, Credit Research Division
Age: 63
Chief Investment Officer of Fixed Income
Compensation as of Fiscal Year 2014.

Calvert Group, Ltd. Key Developments

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.

Calvert Investments Inc. Announces Executive Changes; Launches Calvert Institute

Barbara J. Krumsiek, President, CEO and Chair of Calvert Investments Inc. has announced her intention to step down as President and CEO of Calvert Investments effective December 31, 2014, after seventeen years of service in those positions. At that time, Ms. Krumsiek will retire from her day-to-day responsibilities, while remaining Chair of the firm's Board of Directors. Ms. Krumsiek, who joined Calvert in 1997 as President and CEO, will continue to lead the investment company until she assumes her new duties on January 1, 2015. Ms. Krumsiek currently serves on several private and non-profit boards. She is a Board member of Pepco Holdings Inc., Calvert Foundation and Girl Scouts USA. Currently, she serves on the Executive Committee of the Federal City Council and as an Investment Committee member of the Eugene and Agnes E. Meyer Foundation. She is a former Chair of the Greater Washington Board of Trade. The company also announced that it is launching 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. Ms. Krumsiek has been named Founding Chair of the Institute, a position she will assume when she steps down as CEO of Calvert Investments. The Calvert Institute will be launched on January 1, 2015.

Michael L. Davis Joins Calvert Investments as Head of Institutional Sales

Calvert Investments announced that Michael L. Davis has joined the company as Director of Institutional Sales. As leader of the institutional business, Mr. Davis will be responsible for growing the company's client base among corporate pension plans, foundations and endowments, and other institutions to grow sales and assets within the company. Before joining the company, Mr. Davis served as Senior Vice President and Head of the Stable Value business at Prudential Retirement where he headed Prudential's in-plan and third-party stable value product management and development team.

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