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Financial Advisor/Dealer Change Form - Calvert Investments 2025

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The document is a Financial Advisor/Dealer Change Form that allows account owners to delete, add, or change their designated broker/dealer or financial advisor. It includes sections for owner information, deletion of prior designations, addition of new advisors, and acknowledgment of the changes. The form requires signatures and provides instructions for submission, along with compliance information related to the USA Patriot Act.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

When did Morgan Stanley buy Calvert?

Calvert Investment Management (CIM) was purchased by Eaton Vance in 2017 and was replaced with Calvert Research and Management (CRM). In 2021, Morgan Stanley announced it was purchasing Eaton Vance for $7 billion. The deal was completed on March 1, 2021.

What is Calvert Morgan Stanley?

A leader in. Responsible Investing. for 40 years. Calvert offers a full range of Responsible Investing solutions for individuals, advisors and institutions seeking competitive returns and positive impact.

Is Calvert a mutual fund company?

Recognized as a leader in taxable bond investing, Calvert also manages the largest family of mutual funds in the U.S. that feature integrated environmental, social, and governance research.

What is the phone number for Calvert funds?

Call one of Calverts customer service representatives at 800-368-2745, 9:00 AM to 5:30 PM Eastern Time, Monday through Thursday and until 5:00 PM on Fridays. Cash any dividend and redemption checks you receive promptly.

What is Morgan Stanley Calvert?

Calvert offers a full range of Responsible Investing solutions for individuals, advisors and institutions seeking competitive returns and positive impact.

Who is Calvert Financial?

Calvert Research and Management, established in 1976, is an investment management company that is headquartered in Washington, DC, and led by John Streur, the firms President and Chief Executive Officer. Calvert is one of the largest responsible investment companies in the United States.

What exactly does Morgan Stanley do?

Morgan Stanley. Global Leader in Financial Services. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.

What is the performance of Calvert Funds?

Fund Performance The fund has returned 3.98 percent over the past year, 5.78 percent over the past three years, 11.14 percent over the past five years, and 11.00 percent over the past decade.

Financial Advisor/Dealer Change Form - Calvert Investments 2025

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