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MFWire: Calvert Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Calvert Investments, Inc.
4550 Montgomery Ave.
Suite 1000N
Bethesda, MD  20814
Google Maps

Contact
Main Phone: 301-951-4800
Web Site: http://www.calvertgroup.com/

Mutual Fund Brand(s)
Calvert Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On October 21, 2016, publicly-traded asset manager Eaton Vance [profile] unveiled a deal to buy Calvert from Ameritas.

    Calvert Investments, known for its socially responsible mutual funds, got its start in 1976 when founders D. Wayne Silby and John G. Guffrey, Jr. launched the First Variable Rate Fund for Government Income, which was the first variable-rate government money market fund in the U.S. at that time. In 1982, Calvert introduced the Calvert Social Investment Fund (CSIF) a group of portfolios that incorporated environmental, social and governance criteria into their investment-selection process. This criteria selection resulted in the launch of Calvert's first Sustainable and Responsible Investments (SRI) products in 1982, and in 1986 Calvert became one of the first mutual fund shops to sponsor a social shareholder resolution.

    In 1984, Calvert was purchased by the Acacia Mutual Life Insurance Company, which then became the Acacia Mutual Holding Company in 1997 and in 1999 merged with Ameritas Mutual Insurance Holding Company to form the Ameritas Acacia Companies. In 2006, Calvert's corporate hands shifted again when Ameritas Acacia merged with the Union Central Mutual Holding Company. The combined entity was renamed the UNIFI Mutual Holding Company (UNIFI Companies).

    Calvert pioneered numerous responsible, socially-conscious initiatives including divestment from South Africa to protest apartheid in 1982, creation of the High Social Impact Investments, which target one percent of investments in selected Calvert Funds, in 1990 to support community investments, and the formation of a Special Equities program in 1992 that invested in early-stage companies with a social mission.

    The firm in 1998 secured an advisory opinion letter from the Department of Labor, establishing the fiduciary basis for defined contribution plans to invest in SRI funds.

    In 2008, Calvert's affiliated parent company UNIFI consolidated its mutual fund subsidiaries by combining Calvert Funds and Summit Mutual Funds. As part of the transaction, the Calvert Asset Management Company (CAMCO) purchased the mutual fund operations of Summit Investment Partners, Inc., adding three funds to Calvert's roster. Calvert became the adviser to the Summit Mutual Funds, which include the Apex series of retail funds and Pinnacle variable insurance portfolios.

    Barbara J. Krumsiek is currently the president, chief executive officer and chair of Calvert, having joined the firm in 1997 as CEO. Before arriving at Calvert, Krumsiek was a managing director at Alliance Capital Management LP, where she oversaw mutual fund and variable insurance product lines totaling over $17 billion in assets. Krumsiek is credited with helping Calvert implement several initiatives designed to advance women and minorities in business and has earned numerous awards during her career, including being named one of "Washington DC's 100 Most Powerful Women" in 2006 and grabbing a spot as one of Washingtonian Magazine's "150 Most Influential People in Washington D.C." in 2007.

    Bethesda, Maryland-based Calvert Group, Ltd. Is the holding company for Calvert's operating and management companies, which include Calvert Asset Management Company (CAMCO), the advisor and manager for Calvert funds; Calvert Shareholder Services, the shareholder services agent for Calvert funds; Calvert Administrative Services Company, the provider of accounting, legal, and other administrative services for Calvert funds; and Calvert Distributors, the principal underwriter/distributor for Calvert funds.

    In May 2014, Barbara Krumsiek announced that she would step from her roles as president and chief executive of Calvert as of December 31, 2014. She will retain her role as board chair. Krumsiek will become the founding chair of the newly formed Calvert Institute.
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    Key People:
    John Streur
    CEO, President, Calvert Investments
    William Tartikoff
    Senior Vice President, Secretary, General Counsel, Calvert Investments
    Ron Wolfsheimer
    Executive Vice President, Chief Financial and Administrative Officer, Calvert Investments
    Karen Becker
    Retired-Chief Compliance Officer, Senior Vice President, Securities Operations and Product Compliance, Calvert Investments
    Catherine Roy
    Senior Vice President, Chief Investment Officer, Fixed Income, Calvert Investment Management
    Alison Smith
    Vice President, Client Services, Calvert Investments
    Stan Young
    Vice President, Client Services, Calvert Investments
    Anthony Eames
    Senior Vice President, National Sales Manager, Calvert Investments
    Natalie Trunow
    Senior Vice President, Chief Investment Officer, Equities, Calvert Investment Management
    Jackie Zelenko
    National Accounts-Institutional Sales, Charles Schwab
    Lynne Ford
    Executive Vice President and Head of Distribution, Calvert Investments
    Bennett Freeman
    Senior Vice President, Sustainability Research and Policy, Calvert Investments
    Kathy Torrence
    Vice President, Corporate Sustainability and Community Partnerships, Calvert Investments
    Christine Teske
    Director, Head of DCIO, Foresters Financial | First Investors Funds
    Story Archive for Calvert Investments, Inc.
    Published On Story Headline Publication
    4/9/2018 Week In Preview, April 9-15 401kWire.com
    4/9/2018 Week In Preview, April 9-15 MFWire.com
    11/27/2017 Week In Preview, November 27-December 3 MFWire.com
    7/21/2017 New Fund Fuss - July 21, 2017 MFWire.com
    4/10/2017 Follow the Fundsters - April 10, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/18/2017 Filings for Fundsters - January 18, 2017 MFWire.com
    11/22/2016 Filings for Fundsters - November 22, 2016 MFWire.com
    11/8/2016 Filings for Fundsters - November 8, 2016 MFWire.com
    10/26/2016 Katz Smiles on Faust's $53MM Deal MFWire.com
    10/21/2016 Eaton Vance Is Buying Calvert, and Here's Why MFWire.com
    10/21/2016 Faust Makes a $12.3B SRI Acquisition MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/8/2016 The New Fund Fuss - August 8, 2016 MFWire.com
    6/24/2016 Streur Transforms Distro While Slimming Calvert Down MFWire.com
    4/27/2016 A Dozen Fund Firms Win in Gotham MFWire.com
    11/13/2015 An SRI Pioneer Will Keep Expanding Its New Index Fund Lineup MFWire.com
    8/12/2015 Which ESG Shops Killed It For the Past 10 Years? MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    10/13/2014 Ameritas Names Calvert's Next Chief MFWire.com
    5/30/2014 Krumsiek Steps Down to Climb a New Hill for Calvert MFWire.com
    3/27/2014 Calvert Sexes Up Social Responsibility MFWire.com
    11/21/2013 A Former Obama Appointee Joins Calvert MFWire.com
    10/31/2013 Calvert Unveils a Green Fund MFWire.com
    9/20/2013 Calvert Takes the Reins Back From a Subadvisor MFWire.com
    6/5/2013 Potential Portfolio Merge at Calvert Investments MFWire.com
    5/31/2013 WSJ Sees Bond ETFs Take a Beating MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/22/2012 Calvert Hires an Internal Sales Director MFWire.com
    8/10/2012 Stork and Reaper for August 10, 2012 MFWire.com
    7/13/2012 Stork and Reaper for Friday, July 13, 2012 MFWire.com
    7/10/2012 Calvert Eyes More DC I-O 401kWire.com
    7/10/2012 Calvert Taps ING for a Marketer MFWire.com
    1/25/2012 A Calvert Vet Takes Over Third-Party Sales MFWire.com
    5/12/2011 Calvert Merges Away a $653M Fund MFWire.com
    3/9/2011 Are Financials En Vogue Again? MFWire.com
    2/10/2011 Calvert's England Shows Some Love to the Financial Sector MFWire.com
    11/17/2010 55. Barbara J. Krumsiek MFWire.com
    10/18/2010 Asset Managers Want More Women in Boardrooms MFWire.com
    1/7/2010 529 Plans Catch SRI Fever MFWire.com
    12/29/2009 Acadian is Out as a Calvert Fund Goes the Multi-Manager Route MFWire.com
    11/3/2009 kasina Brings a Mutual Fund E-Business Guru on Board MFWire.com
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