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Calvert Investment Management, Inc. (CIM) is the Investment Advisor to the Calvert family of funds, overseeing over $11.5 billion in assets in a broad range of equity, fixed-income, balanced and asset allocation funds. CIM's Equities Department oversees the firm's nine world-class equity sub-advisors who provide expertise in their areas of specialization and offer investors a broad spectrum of investment styles and objectives. CIM directly manages a full family of fixed-income portfolios for individual and institutional accounts. CIM's investment team employs a relative-value strategy, seeking to uncover investment opportunities often overlooked by Wall Street. Calvert is an affiliate of both Ameritas Life Insurance Corp. and Ameritas Investment Corp.
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Investment Option Firm/Funds
Calvert Variable Series |
Asset Category |
Risk Ranking |
Objective/Primary Investments |
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VP SRI Strategic |
Large Cap Blend |
1 2 3 4 5 |
Seeks long-term capital appreciation and secondarily, current income, by investing in domestic equity and debt securities of all types using the Portfolios corporate responsibility standards and strategies. The Portfolio invests primarily in equity securities as selected on a value basis. However, the Portfolio may own a variety of securities, including foreign equity and debt securities and domestic debt securities. |
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| VP SRI Balanced |
Balanced |
1 2 3 4 5 |
Seeks a competitive total return, by investing in stocks (60%) and bonds and other fixed income investments (40%) which satisfy the Portfolio's investment criteria, including financial, sustainability, and social responsibility factors. Stock investments are primarily large-cap commons stocks; fixed income investments are primarily a variety of investment-grade securities, including corporate debt securities, mortgage-back securities and asset-based securities. |
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VP SRI Equity |
Large Cap Growth |
1 2 3 4 5 |
Seeks growth of capital through investment in stocks of issuers in industries believed to offer opportunities for potential capital appreciation and which met the Portfolios' investment criteria including financial, sustainability, and social responsibility factors. The Portfolio invests primarily in the common stocks of U.S. large-cap companies. |
Information on the risk ranking of investment options is provided by Ameritas Life Insurance Corp.'s Investment Products Group, and is provided as impersonal information, and not as investment advice. The Investment Products Group is not advising you personally concerning the nature, potential, value or suitability of any particular investment option. The provision of a risk ranking does not constitute a recommendation that any particular investment option is suitable for any specific person. Risk rankings are prepared from sources believed to be reliable, but the sources are not guaranteed and may not be accurate. Please consult with your own advisers concerning the advisability of selecting particular investment options within your policy. Risk rankings range from “1” (lower risk and lower reward potential) to “5” (higher risk and higher reward potential).
