Investment management is our only business.

At Eaton Vance, our sole purpose is to manage investment assets — so we can focus on what our clients have engaged us for at all times. We are not subject to the changing priorities of a parent company with many subsidiaries. We make strategic business decisions that are good for our clients, not simply good for a larger entity’s bottom line.

Our ownership structure means we control our firm’s destiny.

We are a publicly traded company, with our most senior managers holding all voting shares. This not only aligns our interests with our clients’, but also allows us to be nimble as we identify new managers to bring on board and new opportunities to design strategies that address client needs.

Our broad range of investment strategies serves the needs of institutional investors.

Diversification and risk management are more important than ever for institutions that need to meet their objectives. From unique strategies for managing the volatility of global markets to innovative approaches to address the prospect of a rising interest rate environment, we help institutions build portfolios designed for the outcomes they require.

Our investment managers bring their specialized expertise to bear in an environment of independence.

Our institutional strategies are managed by proprietary and affiliated teams, each following its own approach. We bring clients seasoned experience in bottom-up fundamental investing and top-down macro investing, as well as engineered portfolio solutions.

We are committed to serving institutions and meeting their mandates.

Eaton Vance has been serving institutional investors for more than 75 years, and as of March 31, 2017, we managed $380.9 billion for corporate and public pension plans, Taft-Hartley plans, and foundations and endowments. We are committed to addressing the needs and concerns of institutions with our investment strategies as well as our dedicated teams of service professionals.

 

 

Our Institutional Strategies

 

 

ASSET CLASS/CATEGORY

Eaton Vance Atlanta Capital Parametric Hexavest

FIXED INCOME

High Yield

     

Global High Yield

     

Floating-Rate Loans

     

Emerging Markets Debt Opportunities

     

Multisector Bond

     

Multi-Asset Credit

     

Investment-Grade Corporate

     

Core/Core Plus

   

Intermediate Duration

   

Preferred Securities

     

Municipals

     

Inflation-Linked

     

Cash Management/Short Duration

   

Mortgage-Backed Securities

     

ALTERNATIVE

Global Macro

     

Multi-Strategy Absolute Return

     

Currency

     

Global Tactical Asset Allocation

     

Commodity

     

IMPLEMENTATION & ALLOCATION

Centralized Portfolio Management

     

Enhanced Income

     

Policy Overlay

     

Specialty Index

     

Custom Core™

     

EQUITY

Global — All Country

   

Global — Developed

   

Global Ex-U.S.

 

Global Small-Cap

   

International Small-Cap

     

Large-Cap/Focused Value

     

Large-Cap/Focused Growth

     

Large-Cap Core

   

Dividend/Global Dividend

   

Mid-Cap Growth

     

Mid-Large Cap Growth

     

Small-Cap Core

   

SMID-Cap Core

   

Canadian

     

Emerging Markets

 

Defensive Equity

     

Hedged Equity

     

OPTIONS

Absolute Return

     

Covered Calls

     

Dynamic Hedged Equity