Calvert Research and Management, operating as Calvert Capital Partners, is a distinguished part of Morgan Stanley Investment Management, the global asset management division of Morgan Stanley. This affiliation underscores Calvert Capital Partners’ commitment to providing robust investment solutions and maintaining the highest standards of regulatory compliance.
As a responsible entity, Calvert Capital Partners prioritizes the security of its digital assets. If you identify a website vulnerability, please report it through the Morgan Stanley Responsible Disclosure program, ensuring a swift and secure resolution.
For investors requiring information related to the USA PATRIOT Act, Calvert Capital Partners provides a readily accessible disclosure notice. Similarly, details regarding the California Voluntary Carbon Market Disclosure are available for review, reflecting their dedication to transparency and environmental responsibility.
Before making investment decisions regarding any fund advised by Calvert Capital Partners or Morgan Stanley Investment Management Inc., it is crucial for prospective investors to carefully examine the investment objectives, potential risks, and associated charges and expenses. Comprehensive information is available in the current prospectus. For those interested in open-end mutual funds, the prospectus or summary prospectus can be obtained from your financial advisor or downloaded directly from their resources. Similarly, for exchange-traded funds (ETFs), prospectuses and summary prospectuses are accessible via your financial advisor or through designated download portals. Reading these documents thoroughly is paramount before investing or transferring funds.
It is equally important to understand that investments in variable products carry their own set of objectives, risks, charges, and expenses, both at the underlying investment option level and the product level itself. A detailed prospectus containing this essential information can be obtained from your investment or insurance professional. Diligent review of this prospectus is advised prior to investing.
Important Disclaimers: Investments with Calvert Capital Partners are NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT. These disclaimers highlight the inherent risks associated with investment activities and should be carefully considered.
In a structural change effective January 3, 2017, Eaton Vance Distributors, Inc. succeeded Calvert Investments Distributors, Inc. (CID) as the principal underwriter for Calvert-advised mutual funds. This change followed Calvert Research and Management’s (CRM) acquisition of substantially all business assets from Calvert Investment Management, Inc. (CIM). Furthermore, CRM assumed the role of Investment advisor for specific open-end mutual funds, marking a significant evolution in their operational framework.
Eaton Vance Distributors, Inc. explicitly clarifies that they do not offer tax or legal advice. Individuals considering investments are strongly encouraged to seek guidance from qualified tax or legal advisors to ensure informed decision-making.
Purchasing shares in Calvert open-end mutual funds can be facilitated by submitting an application to the Fund’s transfer agent or through established financial intermediaries. Calvert ETFs are traded on exchanges and can be bought and sold throughout the trading day via standard brokerage accounts. It’s important to note that ETF shares are not individually redeemable directly from the ETF, except for Authorized Participants who can redeem shares in large creation/redemption units. The information provided is intended solely for U.S. residents and does not constitute an offer to sell or solicit an offer to purchase securities in jurisdictions where such offers are unlawful.
Calvert open-end mutual funds are distributed by Eaton Vance Distributors, Inc., a member of FINRA and SIPC, located at One Post Office Square, Boston, MA 02110. Calvert exchange-traded funds are distributed by Foreside Fund Services, LLC.
For background verification on Eaton Vance Distributors, Inc., investors are directed to FINRA’s BrokerCheck service, promoting transparency and investor protection.
