EATON VANCE MANAGEMENT

Overview

Eaton Vance Management is a multi-faceted asset manager that operates strategies across traditional and alternative markets for institutional clients. The firm is organized to run pooled vehicles (including securitized asset funds and hedge strategies) and to provide portfolio management for individuals, investment companies, pooled vehicles and institutions. It also performs manager selection, acting as a selector of third-party advisors in addition to managing proprietary funds. The firm is registered as an adviser and is active as a CPO/CTA. Its listed industry affiliations span brokerage/dealer activity, municipal advisory, security‑based swap dealing, futures commission merchant functions, trust-company services, real-estate brokerage, and sponsor/GP roles for pooled vehicles — indicating breadth in both investment and distribution/sponsorship infrastructure. Fee arrangements include percentage-of-AUM and performance-based components. Eaton Vance Management identifies itself as an active ESG investor and incorporates ESG considerations into its investment process across at least some strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices