Investment Overview

ESG-integrated strategy that seeks opportunities related to climate change and other environmental issues while maximizing income and preserving capital.
Invests solely in securities of any maturity meeting the Calvert Principles for Responsible Investment and bonds designated as "Green" through our proprietary research process
Target Tracking Error: 200-300 bps
Target Excess Return: 250-400 bps
Team includes 33 fixed income investment professionals involved in portfolio management, fundamental credit research, ESG research, risk management and trading*
*as of 12/31/2018
 

Strategy Focus

We seek to source and identify bonds focused on the following sustainability challenges:
Clean energy development and technology
Smart growth
Energy efficiency
Water purification and waste management
Eco-system and land conservation
Sustainable agriculture
Other resource management
Products and services with a reduced eco-footprint

Investment Team

Vishal Khanduja, CFA

Portfolio Manager

14 years of industry experience

7 years at Calvert*

BE, VJTI, Mumbai, India

MBA, University of Iowa


Brian Ellis, CFA

Portfolio Manager

13 years of industry experience

10 years at Calvert*

BS, Salisbury University
*Years at Calvert include years at Calvert Research and Management (CRM) and years at Calvert Investment Managements (CIM).


 

Benchmark

ICE BofAML Green Bond Index (USD Hedged)
 

Disclosure

Calvert Research and Management is an SEC registered investment adviser and wholly owned subsidiary of Eaton Vance Management.