Separately Managed Accounts Calvert

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Separately managed accounts (SMAs) offer high-net-worth investors personalized strategies, flexibility and tax efficiency. Unlike some other investment options, you directly own the securities within an SMA so you have more control over your investments and more options for customization.

Calvert Responsible Investing SMAs

With Calvert Responsible Investing SMAs, you can take advantage of a research-driven approach to identifying and evaluating financially material ESG opportunities and risks. You can also personalize your portfolio with a full menu of Responsible Investing strategies and customization options.

Portfolio customizations are implemented and executed through Parametric’s industry-leading SMA platform capabilities.

Our Responsible Investing SMAs offer three key benefits for building tax-efficient, customizable portfolios

Wide range of investment strategies

Build a diversified portfolio across major asset classes and global capital markets.

Principles-based ESG research system

Access the insights, expertise and resources of Calvert's ESG-driven research team.

Comprehensive customization options

Parametric's SMA platform provides a rich set of ESG screens, customization options and tax-management strategies.

Featured Separately Managed Accounts

Calvert Equity SMA

Invests primarily in established large-cap growth stocks with a history of sustained earnings growth at a favorable price;
the Calvert Principles for Responsible Investment provide a framework for the evaluating ESG factors and engaging with company management teams.

Calvert International Equity SMA

Invests primarily in stocks of non U.S. large-cap companies whose market capitalization falls within the range of the MSCI EAFE Index; the Calvert Principles for Responsible Investment guide the investment research process and decision making.

Calvert U.S. Large-Cap Core Responsible Index SMA

Tracks the Calvert U.S. Large-Cap Core Responsible Index, which is derived from the largest 1,000 companies in the U.S. equity market; offers broad exposure to companies that meet the Calvert Principles for Responsible Investment.

Design your own investment portfolio

Choose a Calvert strategy

Select a base from a range of Calvert strategies including active equity, index, Leaders, and asset allocation models.

Customize your portfolio

Build from a full menu of ESG screens and other customization options.

Continuous management

Participate in Parametric's disciplined, client-centric process that continuously manages for risk and tax-management opportunites.

Explore the advantages of SMAs

Partner solutions: Parametric can help you customize your portfolio to align with your principles.

Explore Parametric Responsible Investing

Strategy availability and customization will vary by ﬁrm and platform

Investing involves risk and there is no assurance that Calvert will achieve profits or avoid incurring losses.