Bloomberg the Company & Products

Bloomberg Anywhere Login


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

May 07, 2015 1:29 AM ET

Capital Markets

Company Overview of Eaton Vance Management

Company Overview

Eaton Vance Management is a privately owned investment manager. The firm provides its services primarily to investment companies including mutual funds. It also caters to pension and profit sharing plans, high net worth individuals, banking or thrift institutions, pooled investment vehicles, and charitable organizations. The firm manages separate client focused equity and fixed income portfolios. It also launches and manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. The firm also invests in fixed income securities includ...

Two International Place

Boston, MA 02110

United States

Founded in 1924





Key Executives for Eaton Vance Management

Chief Executive Officer and President
Age: 56
Vice President and Chief Legal Officer
Age: 51
Chief Financial Officer, Vice President, Treasurer, and Director
Age: 72
Chief Income Investment Officer, Vice President, and Portfolio Manager
Age: 58
Vice President, Portfolio Manager, Director, and Head of Bank Loan Investment Group
Age: 55
Compensation as of Fiscal Year 2014.

Eaton Vance Management Key Developments

Eaton Vance Management Presents at 14th Annual Capital Link Closed-End Funds and Global ETFs Forum, Apr-23-2015 02:50 PM

Eaton Vance Management Presents at 14th Annual Capital Link Closed-End Funds and Global ETFs Forum, Apr-23-2015 02:50 PM. Venue: The Metropolitan Club, One East 60th St., New York, NY 10022-1054, United States. Speakers: Jonathan Isaac, VP, Director of Product Management.

U.S. Securities and Exchange Commission Issues Order Granting Eaton Vance Management Exemptive Relief to Permit the Offering of Exchange-Traded Managed Funds

Eaton Vance Management announced that the U.S. Securities and Exchange Commission (SEC) has issued an order (Order) granting Eaton Vance and related parties an exemption from certain provisions of the Investment Company Act of 1940, as amended, to permit the offering of exchange-traded managed funds. This action follows the notice of intent to grant exemptive relief issued by the SEC on November 6, 2014 and approval by the SEC on November 7, 2014 of a new NASDAQ Stock Market LLC rule governing the listing and trading of exchange-traded managed funds. The order applies to 18 initial exchange-traded managed funds for which Eaton Vance filed registration statements on July 30, 2014 and future funds managed by Eaton Vance and its affiliates that comply with the terms and conditions of the order. Aspects of the operation of exchange-traded managed funds are protected intellectual property held by an Eaton Vance affiliate, Navigate Fund Solutions LLC (Navigate). Navigate intends to enter into license and services agreements with Eaton Vance and other registered investment advisers (Licensed Advisers) to permit the offering of exchange-traded managed funds. The Eaton Vance exemptive application provides that other Licensed Advisers may file requests for exemptive relief that incorporate by reference the terms and conditions of the order.

Eaton Vance Management Announces Launch of Eaton Vance Bond Fund II

Eaton Vance Management announced the launch of Eaton Vance Bond Fund II (Class A: EBTAX, Class C: EBTCX, Class I: EBTIX), a non-diversified mutual fund seeking total return, managed by a team led by Kathleen Gaffney, CFA, Vice President of Eaton Vance. Eaton Vance Bond Fund II employs a bottom-up, research-driven and value-oriented approach to investing across income markets, including U.S. investment grade and high yield bonds, non-U.S. sovereign and corporate debt, floating-rate bank loans and convertible securities. Under normal market conditions, Bond Fund II invests at least 80% of its net assets in bonds and other fixed and floating-rate income instruments. In addition to Ms. Gaffney, the Fund's portfolio managers are Henry Peabody, CFA, Stephen Concannon, CFA, and Michael Turgel, CFA/CPA, each a Vice President of Eaton Vance. Different from the established Bond Fund, Bond Fund II will not have a strategic allocation to common stocks.

Similar Private Companies By Industry

Company Name Region
Mesirow Financial Inc., Research Division United States
Sun Canada Financial Co. United States
Park Sutton Advisors, LLC United States
William H. Murphy & Co., Inc. United States
Sutton Capital Trust III United States

Recent Private Companies Transactions

January 22, 2015
City National Corporation
November 19, 2014
Sonoma Resort at Saddle Rock

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Eaton Vance Management, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at