|
All our 23,130 stories are here...Call 212-331-8995 to add to the pile
|
Get MFWire Alerts
|
|
|
MFWire: Eaton Vance Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
|
|
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 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.
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 bought bought Calvert, an ESG/SRI mutual fund shop (2016)
|
|
|
|
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
|
|
|
|
|
Raw XML
