Calvert Impact Advisory Services, LLC

Fee-Only (% of Portfolio)

Calvert Impact Advisory Services (CIAS) advises a private fund that invests in community development financial institutions (CDFIs) and minority depository institutions (MDIs). CIAS helps the fund identify potential investments and manages the fund's technical services and impact measurement programs. CIAS does not provide investment advice directly to individual investors in the fund.

Assets Under Management$170M
Clients1
AdvisorsN/A
Avg. per Client$170M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

CIAS does not directly manage investments for individual investors. It acts as a sub-advisor to a fund, assisting with investment selection and impact measurement.

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