Entities

Eaton Vance Management

Acronym
EVM
Location
Founding Date
1924
Parent Entity

Eaton Vance Management is a global asset manager providing innovative investment and wealth management solutions to institutional and individual investors. It applies in-depth fundamental analysis in managing equity, income, alternative, and multi-asset strategies. EVM's investment capabilities encompass the global capital markets. Portfolios are actively managed with a focus on risk management, tax management, and consistent long-term returns.

CAPABILITIES


Floating-Rate Income

  • Floating-Rate Loan
  • Collateralized Loan Obligations (CLOs)

 

Taxable Fixed Income

  • Cash Management
  • Core Bond/Core Plus
  • Emerging-Markets Debt
  • Global Bond
  • High Yield
  • Inflation-Linked
  • Investment-Grade Corporate
  • Mortgage-Backed Securities
  • Multi-Asset Credit
  • Multisector
  • Preferred Securities
  • Short Duration
  • Taxable Municipal


Equity

  • Dividend/Global Dividend
  • Emerging/Frontier Markets
  • Equity Option
  • Global Developed
  • International
  • International Small-Cap
  • Global Small-Cap
  • Global Health Care
  • Large-Cap Core
  • Large-Cap Growth
  • Large-Cap Value
  • Multi-Cap Growth
  • Real Estate
  • US Small-Cap
  • US Small/Mid-Cap
  • Tax-Managed Equity

 

Tax-Advantaged/ Municipal Income

  • Municipal Income
  • Opportunistic Municipal


Multi-Asset

  • Asset Allocation
  • Balanced
  • Global Diversified Income


Alternative

  • Commodity
  • Currency
  • Global Macro
  • Hedged Equity