Eaton Vance
Eaton Vance provides advanced investing and wealth management solutions to financial advisors and high-net-worth individuals. Since 1924, Eaton Vance has been providing timely innovation and attractive returns over market cycles. The firm offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures and options-based portfolio overlays, and centralized portfolio management of multi-manager portfolios. Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
ABOUT EATON VANCE
Eaton Vance provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world.
Eaton Vance’s distinct investment brands offer a broad complement of investment strategies and wealth management solutions.
The firm provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios.
Eaton Vance is one of the oldest investment management firms in the country with over $515.7 billion of assets under management as of October 31, 2020.
EATON VANCE EXPERTISE
Equities.
Eaton Vance offers clients a diverse range of equity strategies driven by specialized teams with global reach and local expertise.
The firm invests across the world's fixed income markets to meet clients' needs for income and capital preservation.
Liquidity.
The firm offers investments across the world’s liquidity markets to meet clients’ needs for income, liquidity and capital preservation.
Specialized investment teams leverage the strength of Morgan Stanley to provide clients with a diverse range of alternative investment strategies.
Solutions and Multi-Asset.
Their investment teams create customized solutions designed to meet specific client requirements, including risk tolerance, time horizon, management of concentrated single-stock exposures, philanthropic goals and direct indexing.