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CASE STUDIES

CASE STUDY: CALVERT GROUP OF FUNDS

The Challenge: The company was growing rapidly, adding people and assets on a weekly basis. The two co-founders, the Chairman/CEO and the President/COO, had great business sense but knew little about how to manage a company.

The Process: Sarkady conducted the first all-staff meeting of the company. The agenda included an assessment of the company’s business reality, the internal working environment, and what could be done to enhance productivity. Sarkady and his associates worked with the senior executives to develop a definition of culture and a vision for the future of the company. Additionally, Sarkady founded the Calvert Social Investment Fund Advisory Council, including representatives from stakeholders, non-governmental organizations, non-profits and advocacy groups. The Council became the core of the company brand, and since its inception, it has been a continuing source of guidance regarding the culture and vision of the Calvert Group.

The Result: Calvert is one of the leading socially responsible investment Funds in the world. It has been recognized as one of the top 100 places for women to work, one of the most desired work environments overall and has been written about throughout the world. The company serves as a role model. The Calvert Group’s current asset size is roughly $8 billion.