Calvert Research and Management
District of Columbiacalvert.com
Overview
Calvert Research and Management is a global leader in Responsible Investing (ESG). Founded in 1976, the firm offers a large and diversified family of responsibly invested strategies, including mutual funds and ETFs. It seeks to generate favorable investment returns by allocating capital consistent with environmental, social, and governance (ESG) best practices and through structured engagement with portfolio companies. Calvert was acquired by Eaton Vance in 2017, which was subsequently acquired by Morgan Stanley in 2021, making Calvert part of Morgan Stanley Investment Management.
Portfolio Companies
5
Website
calvert.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| ENTOUCH | Feb 2016 | Series C | Co-investor |
| Bioceptive | Jan 2016 | Series B | Co-investor |
| Presence Learning | Apr 2013 | Series B | Co-investor |
| HeartMath | Oct 2010 | VC Round | Co-investor |
| Sword Bio | Mar 2007 | Series B | Co-investor |
Key People
Brian Ellis
VP, Fixed Income Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
