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How can I change my investment allocations?

Asked 3 months ago
To change your investment allocations with Calvert Investments, you generally have a few options depending on your specific investment account or plan. If you hold funds directly through Calvert, investors typically have the ability to adjust their allocations by accessing their account online. This may involve logging into the account, selecting the investment positions you wish to adjust, and deciding on the new allocations for each fund. If your investments are managed through a retirement plan or another financial intermediary, you may need to follow the specific procedures outlined by that organization. It is also wise to review the specific funds and their performance to ensure that your new allocations align with your investment goals and risk tolerance. Additionally, it can be helpful to consult relevant resources on the Calvert website, as they may provide guidance on how to make changes effectively. If needed, individuals can find contact information on the current webpage, ensuring they receive the most accurate and updated support for their investment decisions.
Answered Sep 5th 2025

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