Eaton Vance
Eaton Vance is a premier investment and wealth management firm offering advanced solutions to financial advisors and high-net-worth individuals. Since its founding in 1924, Eaton Vance has combined innovation with disciplined investment strategies to deliver attractive returns across market cycles. The firm provides a full range of portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized management of multi-manager portfolios. Eaton Vance operates as part of Morgan Stanley Investment Management, the global asset management division of Morgan Stanley, leveraging extensive resources and expertise to serve clients worldwide.
ABOUT EATON VANCE
Eaton Vance is a leading provider of advanced investment strategies and wealth management solutions for investors around the world.
With a legacy spanning nearly a century, the firm combines disciplined investment processes with a long-term perspective to help clients achieve their financial goals.
Eaton Vance’s specialized investment brands deliver a broad range of strategies, from traditional and tax-managed portfolios to alternative and specialty investments.
As of October 31, 2020, the firm manages over $515.7 billion in assets, making it one of the most established investment management firms in the United States.
EATON VANCE SOLUTIONS & SERVICES
Portfolio Management – Centralized multi-manager portfolio management offers clients diversified, professionally managed investment solutions.
Tax-Managed Strategies – Eaton Vance provides tax-efficient strategies, including core and specialty index solutions designed to optimize after-tax returns.
Futures and Options Overlays – The firm uses derivatives strategies to manage risk, enhance returns, and implement tailored portfolio adjustments.
Wealth Management – Personalized wealth management solutions support high-net-worth individuals and families in achieving long-term financial objectives.
Financial Advisor Support – Advisors gain access to research, tools, and resources to effectively construct and manage client portfolios.
Alternative and Specialty Investments – Eaton Vance offers access to alternative asset classes and specialty investment opportunities for enhanced diversification.
Innovation Across Market Cycles – Leveraging decades of expertise, Eaton Vance develops strategies that aim to deliver consistent, attractive returns across all market conditions.