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Devin Thorpe

Calvert Announces Hiring of Senior ESG Research Analysts

Daniel Dorman, Hellen Mbugua, John Patrick Miller and Daniel Rourke join Calvert

Press Release – WASHINGTON, October 8, 2018 – Calvert Research and Management (Calvert), a subsidiary of Eaton Vance Management (Eaton Vance), announced today that Daniel Dorman, Hellen Mbugua, John Patrick Miller and Daniel Rourke have joined the firm as senior ESG research analysts, based in Washington, D.C., reporting to Jessica A. Milano, director of ESG research.

“Strong and continued business growth has enabled us to expand our research team and broaden the scope of our ESG research capabilities,” said Ms. Milano. “Our new senior ESG research analysts’ collective experience enhances our ability to identify the insightful indicators of performance, while seeking to drive positive change through Responsible Investing. This positions us to better meet the needs of a broader client base.”

Mr. Dorman joins Calvert from the U.S. Treasury Department, where he held multiple roles at the Offices of Financial Institutions and Financial Stability, including senior advisor, senior policy advisor and senior investment manager. Previously, he served as a manager and analyst at JP Morgan Chase. He holds an M.B.A. from the University of Chicago Booth School of Business, an M.A. from Johns Hopkins University and a B.A. from Miami University Farmer School of Business in Ohio.

Ms. Mbugua comes to Calvert from IFG Development Group, where she was a vice president focused on due diligence and model construction and analysis. Prior to that, she worked as a director at Adaris Capital, a middle-market real estate private equity firm. Earlier in her career, she served as associate director at Pacific Alternative Asset Management Company and a senior associate at State Street Corporation. Ms. Mbugua holds an M.B.A. from the Tuck School of Business at Dartmouth College and a B.S. from the University of California Santa Barbara.

Mr. Miller joins Calvert from the Federal Energy Regulatory Commission (FERC), where he held multiple roles including branch chief, technical and policy advisor and energy industry analyst. Previously, he was lead quantitative energy analyst at IMG-Crown Energy Services JV, coal and emissions market analyst at Platts McGraw Hill Financial and EMEA equity market news analyst at TTN. He holds an M.Sc. from the London School of Economics and Political Science and a B.A. from The George Washington University.

Mr. Rourke comes to Calvert from the U.S. Department of Agriculture, where he served as senior policy advisor on infrastructure finance, economic development, impact analysis and other issues. He was previously a senior advisor to the director of the U.S. Pension Benefit Guaranty Corporation and a policy advisor at the U.S. Department of the Treasury. Prior to his government service, he worked in private equity managing real estate investments and developments for Cafritz Company, The Carlyle Group and The Archon Group, a Goldman Sachs Co. He holds an M.A. from The George Washington University and a B.A. from the University of Wisconsin.

About Calvert Research and Management

Calvert Research and Management is a leader in Responsible Investing, with approximately $15 billion of mutual fund and separate account assets under management as of July 31, 2018. The company traces its roots to Calvert Investments, which in 1982 launched the first mutual fund to avoid investment in companies doing business in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed U.S. and international equity, fixed and floating-rate income, and multi-asset strategies. Calvert Research and Management is a wholly owned subsidiary of Eaton Vance. For more information, visit calvert.com.


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