Helen is the Director of Research at Calvert Research and Management, overseeing deep proprietary research, leveraging the Calvert Principles for Responsible Investment. In this role, Helen and her team seek to identify companies globally that are positioned to deliver long-term economic value stemming from secular trends such as the energy transition, circularity, social-cultural implications of innovation, biodiversity, and affordability & access. Additionally, she is also the lead Apparel & Retail analyst.
Helen began her career in 2005 and has worked in both public and private markets. Before joining Calvert in 2018, she was an actuarial analyst at Segal Consulting working with some of the largest public pension funds in California, and previously served as associate director at Pacific Alternative Asset Management Company (now PAAMCO-Prisma) seeding in and co-investing with hedge funds, and a senior investment professional at a private family office focused on EMEA. Helen earned a B.S. in Statistics from the University of California Santa Barbara and an MBA from the Tuck School of Business at Dartmouth College, where she was a Robert Toigo Fellow.
Helen is based in Washington, DC.
