Calvert Research
& Management

Overview
Meet The Team
Investment Criteria
Portfolio
Strategy
Insights

Overview

Our mission is to meet the needs of return-seeking investors today while focusing on the long-term needs of our planet and society.

As a pioneer in responsible investing, Calvert brings to bear four decades of leadership and innovation. We offer a diverse range of investment solutions spanning the global capital markets that are designed to pursue competitive returns and positive impact.

Meet The Team

PROFILE

Von Hughes

Managing Director, Head of Calvert

PROFILE

Barbara Calvi

Executive Director, Calvert Head of Sustainability

PROFILE

Anthony Eames

Managing Director, Responsible Investment Strategy

PROFILE

Christopher Madden

Managing Director, Co-Head of Applied Solutions

PROFILE

Helen Mbugua

Director of Research, Calvert Research & Management

PROFILE

Hope Brown

Executive Director, Chief Compliance Officer

PROFILE

Ibrahim Kara

Executive Director, Portfolio Manager

PROFILE

Jade Huang

Managing Director, Chief Investment Officer, Co-Head of Applied Solutions

PROFILE

John Wilson

Executive Director, Director of Engagement

PROFILE

Kelly Rechen

Vice President, Chief of Staff

PROFILE

Yijia Chen

Vice President, Portfolio Manager

Von Hughes

Managing Director, Head of Calvert

Barbara Calvi

Executive Director, Calvert Head of Sustainability

Anthony Eames

Managing Director, Responsible Investment Strategy

Christopher Madden

Managing Director, Co-Head of Applied Solutions

Helen Mbugua

Director of Research, Calvert Research & Management

Hope Brown

Executive Director, Chief Compliance Officer

Ibrahim Kara

Executive Director, Portfolio Manager

Jade Huang

Managing Director, Chief Investment Officer, Co-Head of Applied Solutions

John Wilson

Executive Director, Director of Engagement

Kelly Rechen

Vice President, Chief of Staff

Yijia Chen

Vice President, Portfolio Manager

Investment Criteria

Strategies

See funds managed by this team

Strategy Name	Description
Global Green Bond Strategy The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.	The Global Green Bond Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.
Energy Transition and Innovation Opportunities Strategy The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.	The Energy Transition and Innovation Opportunities Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.
Calvert Sustainable Climate Aligned Strategy The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.	The Calvert Sustainable Climate Aligned Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to identify companies Calvert considers climate aligned in areas that are material to the long-term performance of a company.
Calvert Sustainable Diversity, Equity and Inclusion Strategy Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture.	Calvert Sustainable Diversity, Equity and Inclusion Strategy is guided by Calvert’s Principles of Responsible Investing. It seeks to invest in companies with demonstrable leadership or meaningful improvement in having a diverse workforce and an equal and inclusive work culture.
Calvert Sustainable Select Strategy The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.	The Calvert Sustainable Select Strategy is guided by Calvert's Principles of Responsible Investing. Calvert seeks to identify and invest in companies that it believes are ESG leaders or improvers, dedicated to capturing a more sustainable economic system.

Insights

Calvert

Parity Beyond the Boardroom

01-Mär-2024

Calvert discusses one of the top remaining global gender issues: the gap in the corporate talent pipeline.

Calvert

Calvert’s Methodology for Evaluating DEI

31-Okt-2023

As corporate DEI performance improves, Calvert refines its methodology to recognize those gains and promote improvement.

Calvert

Reshaping Worker Expectations

30-Sep-2023

In this second paper of our 2023 gender diversity series, we examine changes in the makeup of the U.S. labor force and workforce.

View All Insights by Calvert Research and Management

Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.