Institutional
    SEC Registered

    Calvert Research and Management

    Registered investment advisor · Washington, Washington D.C. · CRD #285127

    Subsidiary of Eaton Vance Management

    Assets Under Management
    $40.3B
    Client Accounts
    1,915
    Employees
    64
    CRD Number
    285127
    Registration
    SEC Registered
    Custodian
    Morgan Stanley Smith Barney Llc, Jp Morgan Chase Bank National Association, Caisse Des Depots Et Consignations

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Calvert Research and Management

    Calvert Research and Management is an investment management firm based in Washington, DC, established in 1976. It specializes in responsible investing and ESG (environmental, social, and governance) strategies, managing approximately $51 billion in total assets. As part of Morgan Stanley Investment Management, Calvert serves a diverse global client base, including individuals, financial professionals, institutional clients, and corporations. The firm offers a range of investment services, inclu

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Calvert Research and Management's AUM?

    Calvert Research and Management reports approximately $40.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Calvert Research and Management headquartered?

    Calvert Research and Management is headquartered in Washington, Washington D.C..

    What is Calvert Research and Management's CRD number?

    Calvert Research and Management's CRD number is 285127. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Calvert Research and Management manage?

    Calvert Research and Management manages approximately 1,915 client accounts according to its latest SEC filing.

    Is Calvert Research and Management SEC registered?

    Yes, Calvert Research and Management is registered with the SEC as an investment adviser with an approved registration status.

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