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MFWire: Eaton Vance Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Eaton Vance Investment Managers
Two International Place
Boston, MA  02110
Google Maps

Contact
Main Phone: 866-331-6470
Web Site: http://www.eatonvance.com

Mutual Fund Brand(s)
Eaton Vance Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On October 21, 2016, Eaton Vance unveiled a deal to buy SRI mutual fund shop Calvert [profile] from the insurer Ameritas. The deal is expected to close on December 31, 2016.

    One of the oldest investment management firms in the country,Eaton Vance traces its roots to 1924, when Charles F. Eaton Jr.and John Howard founded Eaton and Howard. It wouldlater be acquired by fellow Boston-based Vance, Sanders & Company, which was founded byHenry Vance and David Sanders in 1944 and became a publicly traded company in 1959. Vance, Sanders purchased Eaton and Howard in 1979 and the combinedfirm became known as Eaton & Howard, Vance Sanders Inc.

    Today, Eaton Vance Investment Managers runs a wide array of mutual funds, including domestic equity, global/international equity, tax managed equity, taxable income, tax-advantaged/municipal income-international, and municipal income-state funds.

    Thomas Faust, president and CEO, has held those posts since November 2007.In May of that year, Eaton Vance named Matt Witkos, formerly withIXIS Asset Management, as the new president of Eaton Vance Distributors.

    In October 2011, Eaton Vance launched a wholly owned subsidiary called Navigate Fund Solutions, later re-branded as NextShares Solutions. Navigate is working on commercializing net asset value (NAV)-based trading of exchange-traded funds (ETFs) and developing exchange-traded managed funds, branded NextShares.

    Acquisitions:
  • majority interest in Atlanta Capital Management Company (2001)
  • Fox Asset Management (2001)
  • 80 percent interest in Parametric Portfolio Associates (2003)
  • Weston Asset Management (2005)
  • Voyageur Asset Management - excluding Tamarack Funds (2005)
  • Tax Advantaged Bond Strategies (2008)
  • Managed ETFs (2010)
  • Pelican Investment Management (2011)
  • 49 percent stake in Hexavest (2012)
  • Parametric acquired The Clifton Group (2012)
  • Eaton Vance Investment Managers logo

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    Key People:
    Tom Faust
    Chairman and CEO, Eaton Vance Corp.
    Matt Witkos
    President, Eaton Vance Distributors
    Swaffield
    Chief Income Investment Officer, Eaton Vance
    Frederick Marius
    Chief Administrative Officer, Eaton Vance
    Laurie Hylton
    Chief Financial Officer, Eaton Vance
    Jeffrey Beale
    Chief Administrative Officer , Eaton Vance
    Maureen Gemma
    Vice President, Chief Legal Officer, Eaton Vance Funds
    David McCabe
    President, Eaton Vance Investment Counsel
    John Moninger
    Senior Vice President, Director of Retail Sales, Eaton Vance Distributors, Inc.
    Story Archive for Eaton Vance Investment Managers
    Published On Story Headline Publication
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    6/19/2017 Week In Preview, June 19-25 MFWire.com
    5/30/2017 Week In Preview, May 30-June 4 MFWire.com
    5/25/2017 The New Fund Fuss - May 25, 2017 MFWire.com
    5/5/2017 ICI GMM 2017 Wrap Up MFWire.com
    5/1/2017 Week In Preview: ICI GMM and More MFWire.com
    4/25/2017 Follow the Fundsters - April 25, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/8/2017 Faust Backs a "Spectacular" Beantown Summer Tradition MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    3/4/2017 Putnam Wins a Charitable Victory, On Ice MFWire.com
    2/27/2017 Eye for Earnings - February 27, 2017 MFWire.com
    2/17/2017 The New Fund Fuss - February 17, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    1/13/2017 Mutual Fund Milestones - January 13, 2017 MFWire.com
    1/9/2017 Eye for Earnings - January 9, 2017 MFWire.com
    1/4/2017 Follow the Fundsters - January 4, 2017 MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
    12/1/2016 The New Fund Fuss - December 1, 2016 MFWire.com
    11/28/2016 Eye for Earnings - November 28, 2016 MFWire.com
    11/10/2016 Mister Market Smiles On Asset Managers After Trump's Big Win MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    10/26/2016 Katz Smiles on Faust's $53MM Deal MFWire.com
    10/21/2016 Eaton Vance Is Buying Calvert, and Here's Why MFWire.com
    10/21/2016 Faust Makes a $12.3B SRI Acquisition MFWire.com
    10/21/2016 Eaton Vance PMs Help Reporters Ponder "What's Next" MFWire.com
    10/4/2016 The New Fund Fuss - October 4, 2016 MFWire.com
    8/17/2016 Eye for Earnings -- August 17, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    7/22/2016 Friday Feature: People on the Move MFWire.com
    6/23/2016 Moninger Refines Channels and Key Accounts at Eaton Vance MFWire.com
    5/18/2016 My How Things Have Changed For Fundsters MFWire.com
    5/17/2016 ICI GMM 2016 Is About to Begin MFWire.com
    5/16/2016 Seven Months and Counting: Vanguard Is Still On Top MFWire.com
    5/2/2016 An $870MM Eaton Vance Team's Leader Retires MFWire.com
    4/29/2016 More ETF Policing? E Tu, Gastineau? MFWire.com
    4/27/2016 A Dozen Fund Firms Win in Gotham MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/18/2016 A Year-Old Eaton Vance Fund Is Liquidating MFWire.com
    1/27/2016 More Than 300 Fundsters Make Headlines For Charity In the Big Apple MFWire.com
    1/15/2016 Don't Call Them ETMFs MFWire.com
    1/12/2016 PMs For 12 Fund Firms Catch M*'s Eye MFWire.com
    1/4/2016 Mr. Market Smiles On Two Fund Firms As the Dow Tumbles MFWire.com
    12/23/2015 Eaton Vance Navigates a Key Branding Change MFWire.com
    12/15/2015 Faust's First ETMFs Take One Last Regulatory Step MFWire.com
    11/3/2015 Eaton Vance Tags In For a Transforming Subadvisor MFWire.com
    10/27/2015 Reporters Climb the Great Wall of Worry With Eaton Vance MFWire.com
    9/17/2015 12 Fund Firms Suffer More Than $1B In Outflows, Each MFWire.com
    9/4/2015 A Beantown Fund Shop Is Leaving the Money Fund Biz MFWire.com
    8/19/2015 Clarke Lands a Key NextShares Distro Alliance MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/28/2015 The SEC Sends an Eaton Vance Rival Back to the ETF Drawing Board, Again MFWire.com
    5/18/2015 Faust Takes On Eaton Vance's Biggest ETMF Challenge: B-Ds MFWire.com
    5/1/2015 Next For Eaton Vance: a WiFi-Like Alliance? MFWire.com
    4/28/2015 Prepare For the NextShares Push MFWire.com
    4/23/2015 The Most Underpaid Fundster CEO Is Not Who You Think MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
    3/13/2015 Even More Asset Managers' Margins Are Falling MFWire.com
    3/6/2015 Faust Ponders Five Bps of $10T MFWire.com
    2/25/2015 A 3rd Fund Firm Catches Eaton Vance's Alternative to ETF Fever MFWire.com
    2/4/2015 Active Fundsters Hear ETFs Calling, Even During the Price War MFWire.com
    12/3/2014 Eaton Vance Passes Another Checkpoint For Its ETF-Like Idea MFWire.com
    11/10/2014 Eaton Vance's Next-Gen Mutual Fund Structure Could Arrive In Q2 MFWire.com
    11/7/2014 The SEC Smiles On Faust's Exchange-Traded Next Step MFWire.com
    10/15/2014 Some of Your PMs Become Stars. What About Their Traders? MFWire.com
    6/3/2014 Eaton Touts ETF Franchise to Investors and Other Fundsters MFWire.com
    12/30/2013 These Were MFWire's 13 Most Popular Stories of 2013 MFWire.com
    12/16/2013 Seven Fundsters Push to Go Off-Radar MFWire.com
    12/10/2013 Transamerica Brings Four Mandates In-House MFWire.com
    11/29/2013 Three Things to Know From Eaton Vance's Q4 2013 Earnings MFWire.com
    11/27/2013 Eaton Vance Misses Even as Profits, AUM and Revenue Rise MFWire.com
    11/26/2013 A $5.5B Eaton Vance Team Replaces Two PMs MFWire.com
    9/30/2013 Parametric Launches Two Alts MFWire.com
    9/30/2013 Active ETFs Storm the Regulatory Ramparts MFWire.com
    9/26/2013 BNY Hires Former Eaton CMO MFWire.com
    9/18/2013 Eaton's New Active ETF Gets Press MFWire.com
    9/13/2013 Actively Manage Your ETFs the Eaton Vance Way MFWire.com
    9/3/2013 Seeking Alpha Says Eaton Vance Faces "Headwinds" MFWire.com
    8/29/2013 Eaton Vance Homes in on Foreign Lands with New Fund MFWire.com
    8/26/2013 An Eaton Vance Arm Changes Its C-Suite MFWire.com
    8/22/2013 Three Things to Know From Eaton Vance's Q3 2013 Earnings MFWire.com
    8/15/2013 An Eaton Vance PM is Retiring MFWire.com
    8/8/2013 Eaton Vance Drops B Shares For a Large Cap Fund MFWire.com
    7/15/2013 Eaton Vance Gets a Bump in AUM MFWire.com
    7/1/2013 Mellon's Transition Prez Joins an Alt Shop MFWire.com
    6/19/2013 Eaton Vance Tweaks a Muni Fund MFWire.com
    6/13/2013 Eaton Vance Hires a Pioneer Alum MFWire.com
    6/12/2013 Is Eaton Vance Doing Fine? MFWire.com
    6/7/2013 Bloomberg Lauds an Eaton Vance Guru MFWire.com
    5/23/2013 Three Things to Know From Eaton Vance's Earnings MFWire.com
    5/22/2013 Faust's Bets Pay Off MFWire.com
    5/16/2013 Can Old Fundster Dogs Learn New ETF Tricks? MFWire.com
    5/15/2013 An Eaton Vance Arm Hires Not One, But Two, Consultant Honchos MFWire.com
    5/13/2013 Will Active ETFs EVER Hit Their Stride? MFWire.com
    4/23/2013 Is There a New Distribution Channel? MFWire.com
    4/22/2013 Boston Fundsters Keep Calm and Carry On MFWire.com
    4/18/2013 An Analyst Drills Down on Flows of Five Firms MFWire.com
    4/8/2013 Watch These PMs MFWire.com
    4/1/2013 Fundsters Gain Ink in the NYT MFWire.com
    3/28/2013 Stork and Reaper for the Week of March 28, 2013 MFWire.com
    3/28/2013 Eaton Vance Proposes a New Kind of ETF MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    2/21/2013 Three Things to Know from Eaton Vance's Earnings MFWire.com
    2/15/2013 Eaton Goes Parametric MFWire.com
    2/1/2013 Stork and Reaper For the Week of January 28, 2013 MFWire.com
    1/22/2013 An Eaton Vance Exec Takes a Top Spot at Hartford MFWire.com
    1/14/2013 Gaffney Gets Her Chance As A Solo Artist MFWire.com
    1/4/2013 An Eaton Vance Marketer Joins an SRI Shop MFWire.com
    1/3/2013 2013 Might Be the Year of the Asset Manager … But Not For Everyone MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/21/2012 Three Things to Know From Eaton Vance's Earnings MFWire.com
    11/21/2012 An Eaton Vance PM Stands By Dividends MFWire.com
    11/20/2012 Eaton Vance Earnings and AUM Are Up MFWire.com
    11/16/2012 Faust Outlines His Plans for Eaton Vance MFWire.com
    11/12/2012 An Eaton Vance Subsidiary Acquires MFWire.com
    10/23/2012 Loomis, Sayles PM Jumps to Eaton Vance MFWire.com
    8/22/2012 Eaton Vance Earnings Fall… Again MFWire.com
    8/21/2012 Stork and Reaper for August 21, 2012 MFWire.com
    7/24/2012 Eaton Vance and CLS Lose Gigs MFWire.com
    6/19/2012 Faust Buys in Canada MFWire.com
    5/23/2012 Eaton Vance Misses MFWire.com
    5/22/2012 Alts Mutual Fund PMs Woo Reporters MFWire.com
    5/7/2012 How Can Active ETFs Gain Traction? MFWire.com
    3/13/2012 Eaton Vance Replaces Its CFO MFWire.com
    2/23/2012 Eaton Vance Beats Expectations, Despite Outflows MFWire.com
    2/22/2012 Eaton Vance Goes to the Lion City MFWire.com
    2/6/2012 Is Eaton Vance's New ETF Active or Passive? Yes MFWire.com
    12/7/2011 Alternative Bond Funds Are Fast Growers ... Until Now MFWire.com
    12/6/2011 Many Fund Firms Now Underperform Their Own Funds MFWire.com
    12/5/2011 Will PM Teams Outshine Stars? MFWire.com
    11/30/2011 Eaton Vance Breaks a 22-Quarter Streak MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/11/2011 Fundsters Say Goodbye to Bakey's MFWire.com
    11/2/2011 Eaton Vance Offers Investors a New Way to Go Anywhere MFWire.com
    8/11/2011 Eaton Vance Gives a Fund a Facelift MFWire.com
    8/9/2011 Investing Pros Discuss the Downgrade MFWire.com
    7/18/2011 Beantown PMs Ponder a Possible U.S. Default MFWire.com
    6/27/2011 Eaton Vance and Franklin Have Good News For Stock Funds MFWire.com
    6/6/2011 Eaton Vance Tackles Absolute Return Via Commodities MFWire.com
    5/24/2011 Where Asset Managers Stand in the 'Globe 100' MFWire.com
    5/24/2011 Are Active ETFs Worth the Fees? MFWire.com
    5/12/2011 'Forward' Thinking Fund Firms Embark on an Advisor Road Show MFWire.com
    4/14/2011 Advisors Warn Against Gimmicky Absolute Return Funds MFWire.com
    4/6/2011 Eaton Vance Joins the ETF Parade MFWire.com
    4/1/2011 Eaton Vance Scoops Up an RIA MFWire.com
    3/31/2011 Go-Anywhere Bond Funds Intrigue Morningstar MFWire.com
    2/28/2011 Three Fund Firms are the 'Most Admired' in Beantown MFWire.com
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