Calvert Research and Management provides investment advisory services, including actively managed, passively managed, optimized, and model-only strategies. These strategies cover equity, fixed income, and multi-asset investments. Calvert's approach includes analyzing investments using the Calvert Principles for Responsible Investment. Calvert serves as an investment advisor to registered investment companies and provides separate accounts to institutional clients. Calvert also offers its services through wrap fee programs.
Fee Structure
Calvert Research and Management's fees and minimum initial investments can vary based on the client's circumstances and are negotiable. Fees are generally a percentage of the assets managed and are charged quarterly. The fees do not include brokerage commissions, transaction fees, or other related costs. Clients are responsible for custodial fees and other third-party charges. If client assets are invested in mutual funds or ETFs, clients will incur shareholder management fees from those products.