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March 27, 2015 5:31 PM 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

Phone:

617-482-8260

Fax:

617-338-8054

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

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.

Eaton Vance Management Announces Launch of Eaton Vance Global Macro Capital Opportunities Fund

Eaton Vance Management announced the launch of Eaton Vance Global Macro Capital Opportunities Fund (Class A: EACOX, Class I: EICOX), a non-diversified equity mutual fund seeking total return managed by Marshall L. Stocker, John R. Baur, Michael A. Cirami and Eric A. Stein. Eaton Vance Global Macro Capital Opportunities Fund invests in global equities and equity-related securities by employing a top-down approach that emphasizes active country selection and broad exposure to economic sectors and issuers. The Fund may invest in developed and emerging markets, including frontier market countries. The Fund invests in equities and equity index derivatives to construct country-level and sector equity exposures while attempting to minimize the structural or idiosyncratic risks of individual securities.

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