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MFWire: Eaton Vance Funds
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Eaton Vance Investment Managers
Two International Place
Boston, MA  02110
Google Maps

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 March 1, 2021, Morgan Stanley, a publicly traded investment bank, closed on its planned acquisition of Eaton Vance.

    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.

    These days 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.

    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.

  • 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 bought bought Calvert, an ESG/SRI mutual fund shop (2016)

  • Eaton Vance Investment Managers logo

    Sponsored Opportunities

    Key People:
    Tom Faust
    Chairman and CEO, Eaton Vance Corp.
    Matt Witkos
    President, Eaton Vance Distributors
    Payson 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
    8/12/2021 A $100B-AUM AM's Wealth Channel Chief Passes the Reins MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/3/2021 Morgan Stanley and Victory Seal Deals MFWire.com
    1/20/2021 T. Rowe Gains a Nine-Year Eaton Vance Vet 401kWire.com
    10/8/2020 Morgan Stanley Will Buy a $500B-AUM Fund Firm MFWire.com
    8/24/2020 Week In Preview, August 24-30 MFWire.com
    6/3/2020 More MF Chiefs Speak Up As BLM Protests Continue MFWire.com
    3/26/2020 Faust Hires to Replace a 23-Year C-Suiter MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    12/3/2019 24 Years of Positive Net Flows MFWire.com
    11/25/2019 Week In Preview, November 25-December 1 MFWire.com
    10/22/2019 Four Fund Firms Win Big In Atlanta MFWire.com
    10/14/2019 Week In Preview, October 14-20 MFWire.com
    8/28/2019 These Five Areas Top a CEO's M&A Wishlist MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    7/17/2019 Two Eaton Vance Arms Team Up MFWire.com
    7/1/2019 A Serial VP Lands at Eaton Vance MFWire.com
    6/7/2019 An Eaton Vance DC I-O Director Departs 401kWire.com
    5/20/2019 Two Eaton Vance DC I-O Directors Depart 401kWire.com
    5/20/2019 Week In Preview, May 20-27 MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    3/5/2019 NextNextShares? Eaton Vance Preps an ETF Structure MFWire.com
    2/27/2019 What Is This $445B Firm's Chief Hunting For? MFWire.com
    2/5/2019 One of These 11 Innovators Is a Fundster MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    11/29/2018 Faust Wants Diversification Deals, Not Scale Ones MFWire.com
    10/18/2018 Will a $459.8B Asset Manager Choose Interval Funds? MFWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    10/8/2018 Week In Preview, October 8-14 MFWire.com
    10/1/2018 One Year In, a Top Sales Vet Rises at Eaton Vance MFWire.com
    9/10/2018 Week In Preview, September 10-16 MFWire.com
    8/31/2018 NextShares Puts a Spotlight on Distro Complexity MFWire.com
    7/6/2018 Bridge Builder Takes the Lead MFWire.com
    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    5/14/2018 Week In Preview, May 14-20 MFWire.com
    5/1/2018 First Trust's Inflows Double MFWire.com
    4/30/2018 Week in Preview, April 30-May 6 MFWire.com
    4/27/2018 As Long-Term Flows Rebound, Vanguard Keeps the Lead MFWire.com
    4/11/2018 Active Share Catches a Regulator's Eye MFWire.com
    4/9/2018 Week In Preview, April 9-15 401kWire.com
    4/9/2018 Week In Preview, April 9-15 MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    3/19/2018 Week In Preview, March 19-25 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    1/29/2018 Week In Preview, January 29-February 4 MFWire.com
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    12/7/2017 Will Eaton Vance or Federated Acquire Across the Pond? MFWire.com
    10/23/2017 Week In Preview - October 23-29 MFWire.com
    10/2/2017 Week In Preview, October 2-8 MFWire.com
    9/12/2017 Follow the Fundsters - September 12, 2017 MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    8/23/2017 In October, an Ex-Eaton Vance PM Will Go to Prison MFWire.com
    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
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