Dan Strelow

SSR combines bottom-up stock selection with quantitative risk controls. The Asset Allocation committee formulates the asset allocation strategy based upon the relative attractiveness, variability and correlation between the equity and fixed income markets. The committee reviews a wide range of factors that include forecasts of corporate earnings, liquidity and an assessment of macroeconomic trends. The committee formally reviews allocation targets on a monthly basis. For active equity management they combine bottom-up stock selection based on comprehensive fundamental research with explicit sector weighting decisions and quantitative risk management. Teams manage portfolios. SSR believes that fixed income security prices respond to economic fundamentals in predictable but not perfectly efficient ways. They seek to identify opportunities created by these inefficiencies through fundamental research supported by quantitative risk controls.

EVM invests in a wide range of financial instruments and asset classes. Their evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in EVM’s judgment, may have an impact on the value of an investment.

Acts as Open-End Investment Fund/Unit Trust

Functions as a College/University

Functions as a College/University

Calvert offers an array of actively managed, passively managed, and model-only equity, fixed income and multi-asset strategies that are designed to help clients diversify their portfolios, meet their financial goals and invest responsibly. The firm’s portfolio management team applies an active, relative-value fixed and floating- income investment process based on top-down, macroeconomic analysis combined with bottom-up sector and security selection to identify sectors and issuers.