EATON VANCE Overview
Eaton Vance Management is an investment advisor that manages 88.9 BN dollars in regulatory AUM and has 700 employees, of which 200 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/22. The fund's latest filing disclosed 67BN in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/22. The fund's latest filing disclosed 67BN in positions, representing 76% of the manager's regulatory AUM.
EATON VANCE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EATON VANCE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
EATON VANCE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey P. Beale | Chief Administrative Officer, Vice President | January-2000 |
| Thomas E. Faust | Ceo, President | November-2007 |
| Paul O'Neil | Chief Compliance Officer, Vice President | January-1998 |
| Frederick S. Marius | Vice President And Chief Legal Officer | June-2008 |
| Laurie G. Hylton | Vice President & Chief Financial Officer | March-2012 |
EATON VANCE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
EATON VANCE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Eaton Vance’s evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in Eaton Vance’s judgment, may have an impact on the value of an investment.
In developing information for use in making investment decisions and recommendations for clients, Eaton Vance places considerable importance on personal visits with company management by members of its research staff, in the case of issuers of equity and corporate debt securities, and with industry representatives and governmental officials where appropriate.
Eaton Vance also uses various standard databases available to institutional investors. Eaton Vance may utilize other sources of infor...
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Methods of Analysis
Eaton Vance’s evaluation of investment alternatives places primary emphasis and reliance upon fundamental analysis of issuers of equity and debt securities; political, economic, and industry developments; money and capital market conditions, with attention to interest rate patterns; and any other factors that, in Eaton Vance’s judgment, may have an impact on the value of an investment.
In developing information for use in making investment decisions and recommendations for clients, Eaton Vance places considerable importance on personal visits with company management by members of its research staff, in the case of issuers of equity and corporate debt securities, and with industry representatives and governmental officials where appropriate.
Eaton Vance also uses various standard databases available to institutional investors. Eaton Vance may utilize other sources of infor...
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EATON VANCE Portfolio Concentration
EATON VANCE Location
TWO INTERNATIONAL PLACE
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
EATON VANCE Contact Information
Phone Number: 617-482-8260
Fax Number: 617-338-8054
Website: null
Fax Number: 617-338-8054
Website: null
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