Calvert is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Calvert clients are individual and family services, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, services for the elderly and people with disabilities, and vocational rehabilitation services with revenues ranging from $10 million to $43 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 3 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 4 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 5 | Federation of Multicultural Programs | 501(c)(3) | Brooklyn, NY | ||
| 6 | Heartland Alliance for Human Needs and Rights | 501(c)(3) | Chicago, IL | ||
| 7 | Program for Appropriate Technology in Health Path (PATH) | 501(c)(3) | Seattle, WA | ||
| 8 | Girls Incorporated of Alameda County | 501(c)(3) | Oakland, CA | ||
| 9 | Families First | 501(c)(3) | Atlanta, GA | ||
| 10 | Met Council | 501(c)(3) | New York, NY | ||
| ... | and 216 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include Oppenheimer Funds, Inc., Invesco Oppenheimer, Advised Assets Group, LLC, Capfinancial Partners, LLC, JP Morgan Chase, Express Scripts, US Bank, Voya Retirement Insurance and Annuity Co., Blue Cross Blue Shield Of Michigan, and HM Life Insurance Company.
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