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Strategy Name
Strategy Name
                     

Strategies  
 
 
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics. Alternative Lending (also referred to as marketplace lending, peer-to-peer lending and P2P lending) takes place through online platforms that use technology to bring together borrowers underserved by traditional lending institutions with loan investors seeking attractive yield-generating investments. Credit risks underwritten by alternative lenders have expanded over time beyond unsecured consumer, to include small business, autos, commercial and residential real estate, receivables, student loans, and other forms of specialty finance.  

 
 
Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.  

 
 
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 20 global companies with attractive valuations and above-average appreciation potential.  

 
 
Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.  

 
 
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.  

 
 
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.  

 
 
Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with a measure of downside protection in volatile markets.  

 
 
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning, seeking to deliver attractive returns, a stable income and a measure of downside protection in volatile markets.  

 
 
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets. The Strategy can be customised to client-specified risk levels, with a range of instruments for implementation of asset class exposures including direct securities, active funds and ETFs.  

 
 
Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.  

 
 
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.  

 
 
Provides broad, global exposure to hedge fund managers pursuing a diverse range of investment strategies.  

 
 
Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.  

 
 
Provides focused exposure on medium duration opportunistic strategies generally through hedge fund secondaries and co-investment opportunities.  

 
 
Provides focused exposure to hedge fund managers within a single strategy category.  

 
 
Customized managed futures investment programs designed in accordance with a client's unique needs.  

 
 
Provides qualified investors access to multiple commodity trading advisors and strategies through a single investment vehicle.  

 
 
Provides qualified investors access to multi-manager funds dedicated to specific investment sectors.  

 
 
Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.  

 
 
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.  

 
 
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.  

         

Strategies  
 
 
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.  

 
 
Invests in the equity securities of publicly traded infrastructure companies worldwide.  

 
 
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.  

 
 
Invests in infrastructure platforms and high growth infrastructure services companies which derive their revenues principally from India.  

 
 
The Infrastructure Strategy is a leading global infrastructure investment platform.  

 
 
Manages global value-add / opportunistic and regional core private real estate investment strategies.  

 
 
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.  

 
 
Invests in investment grade and value-add senior loans secured by European real assets.  

                             

Strategies  
 
 
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.  

 
 
High quality companies in local China A-share market with a sustainable growth profile and strong return potential.  

 
 
Invests in high quality companies located or operating in developing or emerging market countries that the team believes are undervalued at the time of investment.  

 
 
Emerging market industry leaders, without benchmark constraints. Focused 25-40 holdings.  

 
 
Invests in high quality established and emerging companies located in Europe that the team believes are undervalued at the time of investment.  

 
 
Core portfolio of quality growth companies, integrating global thematics and country drivers to identify bottom-up opportunities.  

 
 
Invests primarily in companies with growing intrinsic value.  

 
 
Invests in high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation.  

 
 
Concentrated portfolio of 20-40 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  

 
 
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established companies globally that benefit from efficient scale.  

 
 
Invests in high quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.  

 
 
Invests primarily in established and emerging small cap companies in the United States.  

 
 
Invests primarily in established and emerging mid cap companies in the United States.  

 
 
Invests primarily in established and emerging large cap companies in the United States.  

 
 
Invests primarily in established and emerging companies in the United States.  

 
 
Invests primarily in established large cap companies in the United States.  

 
 
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.  

 
 
Indian equities with a quality, growth bias and focused on domestic winners.  

 
 
Invests in both high quality compounders and value opportunities, primarily in developed markets outside the US. The compounders are characterized by high returns on operating capital employed and strong free cash flow. The value opportunities tend to be more cyclical, with improving or mispriced fundamentals.  

 
 
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.  

 
 
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.  

 
 
Invests primarily in established companies in the United States that benefit from efficient scale.  

 
 
Invests primarily in established and emerging companies globally.  

 
 
Concentrated portfolio of high quality companies in next generation themes and overlooked frontier and emerging markets.  

 
 
Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.  

 
 
Invests in 20-50 high quality, predominantly US companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  

 
 
Invests in 20-50 high quality, predominantly non-U.S. companies, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation.  

 
 
Concentrated and balanced portfolio of high and improving quality companies that exhibit sound management of ESG characteristics. The strategy invests in sustainable business models, with secular growth characteristics, high or improving returns on invested capital, sustainable competitive advantages, durable balance sheets, and strong capital allocation, with a proven ability to compound cashflows over the long term.  

           

Strategies  
 
 
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.  

 
 
Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.  

 
 
Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.  

 
 
Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.  

 
 
Provides clients highly tailored co-investments solutions globally and across the private markets strategy spectrum, alongside best-in-class sponsors.  

 
 
Private equity investments that offer financial return prospects and demonstrable and measurable positive environmental impact.  

 
 
Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.  

 
 
Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.  

 
 
Provides access to a globally diversified portfolio of private equity investments.  

 
 
Provides focused exposure to private market interests within a single strategy category. These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.  

 
 
Provides exposure to private equity fund interests acquired in the secondary markets.  

                             

Strategies  
 
 
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.  

 
 
Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.  

 
 
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.  

 
 
Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.  

 
 
Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.  

 
 
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.  

 
 
Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.  

 
 
Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.  

 
 
Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.  

 
 
Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.  

 
 
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.  

 
 
Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.  

 
 
Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.  

 
 
Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.  

 
 
Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.  

 
 
Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.  

 
 
Seeks a high level of income through value-oriented investing in U.S. government securities.  

 
 
Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.  

 
 
Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.  

 
 
Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.  

 
 
Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.  

 
 
Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.  

 
 
Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.  

 
 
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.  

 
 
Invests primarily in US government securities and investment-grade corporate bonds with maturities less than three years.  

 
 
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.  

 
 
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.  

 
 

1 Diversification does not eliminate the risk of loss. 

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

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.

 

This is a Marketing Communication.

Please be aware that liquidity instruments may be subject to certain additional risks. Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall. In a declining interest-rate environment, the portfolio may generate less income.

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