The Emerging Trends in ESG/SRI Investing

Anthony Eames is a vice president and director of responsible investment strategy for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds. Anthony is responsible for client communications and insights on investment strategy and portfolio positioning. He joined Calvert Research and Management in 2016 when Eaton Vance acquired the business assets of Calvert Investment Management, forming Calvert Research and Management.

Anthony began his career in the investment management industry in 1995 with Calvert Investment Management. He has been affiliated with the Eaton Vance organization since 2016. Before joining Eaton Vance, he was senior vice president and national sales manager at Calvert Investment Management. Previously, he represented Calvert as senior regional vice president in the Northeast and held various roles in client services and sales.

Anthony earned a B.A. from Wittenberg University. He holds the Accredited Investment Fiduciary and Accredited Asset Management Specialist designations, and FINRA Series 7, 24 and 63 licenses.

I spoke with Anthony earlier this week.

Please describe your role in the Eaton Vance/Calvert organization. What was the background behind the acquisition of Calvert and how are its products now positioned?

I serve as a product specialist and strategist and run a small team of specialists who are designed to be experts in responsible investing (RI) and Eaton Vance and its affiliates’ RI capabilities. We serve as a resource for all of our client-facing business development professionals across Eaton Vance.

As to the acquisition, Eaton Vance had a window into Calvert for many years because 20 years ago, Calvert hired Atlantic Capital Management to sub-advise its largest fund, the Calvert Equity Fund – and that relationship continues. Eaton Vance wanted to get more involved in the ESG space, and Calvert was a natural partner. Eaton Vance has always has exposure to responsible investing, primarily through Parametric, another affiliate, and the custom-core business that Parametric has, which allows investors to screen for specific ESG issues that are priorities. The Calvert acquisition allowed Eaton Vance to increase its footprint in the responsible investing space with an established ESG leader.