Calvert is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (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, and child and youth services with revenues ranging from $11 million to $45 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 | Community Partners | 501(c)(3) | Los Angeles, CA | ||
| ... | and 298 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include Merrill Lynch, MFS Variable Insurance Trust Iii, Fidelity Management and Research Company, The Vanguard Group, Capital Research and Management, Kestra Advisory Services LLC, Victory Funds, Aetna Life Insurance Co., Vision Service Plan, and The Union Labor Life Insurance Company.
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