 | |
| Company type | Subsidiary |
|---|---|
| NYSE: EV (Non-voting) | |
| Industry | Investment management |
| Founded | Boston, Massachusetts (1924) |
| Headquarters | Two International Place Boston, Massachusetts |
Key people | Thomas E. Faust Jr., CEO & President.
Laurie G. Hylton, CFO & Vice President. Daniel C. Cataldo, CAO & Vice President. |
| Products | Mutual funds, tax-managed funds, closed-end funds, variable trust funds, managed accounts, wealth management |
| Revenue |  US$1.68 billion (2019)[1] |
| AUM | US$474.4 billion (2019)[2] |
Number of employees | 1,871[3] |
| Parent | Morgan Stanley |
| Website | www |
Eaton Vance Corp. is an American investment management firm based in Boston, Massachusetts. It is one of the oldest investment companies in the United States, with a history dating back to 1924. Through five primary investment affiliates, Eaton Vance provides investment products to individuals, institutions and financial professionals in the US, including wealth management, defined contribution investment only and sub-advisory services.[3] In 2005 it opened an office in London.[4] In March 2021, Morgan Stanley completed its acquisition of Eaton Vance, a deal announced in October 2020. With the addition of Eaton Vance, Morgan Stanley now had $5.4 trillion of client assets across its Wealth Management and Investment Management segments.[5]
- ^ "Eaton Vance Corp. Report for the Three Months and Fiscal Year Ended October 31, 2019". PR Newswire. November 26, 2019. Retrieved May 28, 2020.
- ^ "Eaton Vance Corp. Reports June 30, 2019 Assets under Management". PR Newswire. June 12, 2019. Retrieved May 28, 2020.
- ^ a b "Eaton Vance Corp - Company Profile and News". Bloomberg News. Retrieved May 30, 2020.
- ^ "Eaton Vance Opens Up Shop in London". GlobalCapital. 23 September 2005. Retrieved 2019-10-21.
- ^ "Morgan Stanley Closes Acquisition of Eaton Vance".