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





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.

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Recent Private Companies Transactions

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