Multi-Dimensional Investment Platform
In an increasingly complex and volatile environment, comprehensive investment solutions for both individual and institutional clients require broad diversification and strategic asset allocation.
Calvert’s professional staff has developed an open, flexible Multi-Dimensional Investment Platform that blends their internal management skills with the specialized disciplines and investment capabilities of third party advisors.
Our portfolio strategy process begins with the allocation of assets across three major classes: equities, fixed income and alternative investments.
The primary endpoint is the achievement of a customized balance between potential risk and return. Client objectives and guidelines are of paramount importance at this stage.
After more than thirty-five years of studying and observing many market cycles, Calvert’s professionals recognize that no single style of stock selection or equity category is a consistent winner. We also believe that successful investing requires a global perspective.
Our Multi-Dimensional equity strategy mandates, therefore, broad diversification by style, size of capitalization, sector and international exposure.
Client portfolios may consist of a combination of individual stocks, active mutual funds or funds employing index or enhanced passive strategies depending upon client needs and desires.
Fixed income securities play an important role in a well diversified investment program.
The high level of income provided by these assets meets client cash flow requirements, while the combination of high yield and relatively moderate price fluctuations helps to stabilize overall portfolio returns.
Our active, value-oriented management style strives to shift the average maturity or duration of the bond holdings to take advantage of expected changes in both the level of interest rates and the yield curve.
Our approach is risk-averse, however, as we emphasize quality and carefully restrict the average maturity of the portfolio holdings to protect against a surge in inflation.
Qualified investors can benefit from the allocation of a portion of their portfolio assets into alternative investments that have return patterns and risk profiles that do not correlate strongly with traditional stocks and bonds.
Blending in a well diversified mixture of commodity funds, real estate and other alternative assets can enhance our ability to meet a client’s longer-term objectives while potentially reducing the overall volatility of returns.
Calvert carefully selects a limited number of experienced third party advisors to manage asset pools dedicated to each of the major alternative investment strategies.