Hellen Mbugua
Director of Research - Equity at Calvert Research & Management
Profile
Ms. Hellen Mbugua is a Director of Research at Calvert Research & Management.
She also overseeing deep proprietary research leveraging the Calvert Principles for Responsible Investment.
At this role, she seeks to identify global companies that are positioned to responsibly lead in current and emerging environmental and social secular trends.
She joined Calvert Research and Management in 2018.
She began her career in the investment management industry in 2005 and has worked in in both public and private markets.
Previously at Calvert, she was a Calvert senior research analyst covering the apparel and retail industries.
Before joining Calvert, she held a senior investment position at IFG Development Group, a family office focused on private investments in the Middle East and Africa.
Prior to that, she was an associate director at Pacific Alternative Asset Management Company (PAAMCO-Prisma) where she sourced, analyzed, seeded, co-invested, and oversaw a portfolio of emerging managers.
Helen started her career at Segal Consulting, where she served as an actuarial analyst for some of the largest public pension plans in California.
She received her undergraduate degree from the University of California, Santa Barbara and an MBA from Tuck School of Business at Dartmouth.
Hellen Mbugua active positions
Companies | Position | Start |
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Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Director of Research - Equity | 2018-08-31 |
Former positions of Hellen Mbugua
Companies | Position | End |
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PAAMCO Prisma LLC
PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Corporate Officer/Principal | - |
Training of Hellen Mbugua
Tuck School of Business at Dartmouth | Masters Business Admin |
University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Calvert Research & Management
Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs. | Finance |
PAAMCO Prisma LLC
PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Finance |
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