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Eaton Vance Investment Managers [view profile ]
Two International Place  Boston  MA  02110   ph: 866-331-6470 

http://www.eatonvance.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
A U.S. Distro Chief Will Join a $476B-AUM Firm
The Southeastern asset manager's new executive hire is based in New England...
MutualFundWire.com - Monday, September 12, 2022 Views
Schwab's Inflows Triple to $4.605B
The M* team updates U.S. flows data for July 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 15, 2022 Views
Large Firms Account For All the Industry's 2022 Net Outflows
The M* team updates U.S. flows data for June 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 20, 2022 Views
Only One-Eighth of Large Firms Net Inflows
The M* team updates U.S. flows data for April 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, May 20, 2022 Views
Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, April 18, 2022 Views
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com - Friday, April 01, 2022 Views - Reader Rating: 5
Schwab's Five-Month-Old Lead Widens
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, March 15, 2022 Views
Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com - Thursday, March 10, 2022 Views
Schwab Four-Peats As Large Firms' Marketshare Rises
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, February 15, 2022 Views
Schwab's Inflows Nearly Triple to $50B
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, January 19, 2022 Views
Schwab Leads Again As These Firms' Inflows Double
The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, December 15, 2021 Views
This Group's Inflows Fall Fourfold
The M* team updates U.S. flows data for October 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, November 16, 2021 Views
Pimco and an Eaton Vance Exec Win Big
A trade group honors three firms and one industry insider at its annual conference...
MutualFundWire.com - Thursday, October 28, 2021 Views
Large Firms' Marketshare Jumps to 31 Percent
The M* team updates U.S. flows data for September 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, October 15, 2021 Views
A $100B-AUM AM's Wealth Channel Chief Passes the Reins
The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place...
MutualFundWire.com - Thursday, August 12, 2021 Views
iM Global Invests In a $14.6B-AUM Shop
The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond...
MutualFundWire.com - Monday, August 02, 2021 Views
A $16B-AUM Boutique's CFO Passes the Reins, And ...
The new hire hails most recently from a freshly acquired fund firm...
MutualFundWire.com - Monday, June 07, 2021 Views
A $1.4T-AUM AM's Chief Rises
The move comes three months after the asset manager acquired another fund firm...
MutualFundWire.com - Friday, May 21, 2021 Views
A Biodiversity-Focused Boutique Preps More Strats For Q2 and Q3
The new strategies will be incubated as SMAs, first, but the startup already offers a mutual fund...
MutualFundWire.com - Tuesday, May 04, 2021 Views - Reader Rating: 5
MF and ETF Inflows Quintuple
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, March 15, 2021 Views
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com - Friday, March 12, 2021 Views
Morgan Stanley and Victory Seal Deals
An investment bank with an asset management and a publicly traded multiboutique each closed on acquisitions earlier this week...
MutualFundWire.com - Wednesday, March 03, 2021 Views
Week In Preview, March 1 - March 7
This week, the teams at IDC and MFDF are hosting online events...
MutualFundWire.com - Monday, March 01, 2021 Views
2021's Six Most Sustainable Fund Firms
Only the 1,000 largest publicly traded companies qualified for consideration on the list, which is powered by a mutual fund firm's ESG arm...
MutualFundWire.com - Wednesday, February 17, 2021 Views
Large Firms' Inflows Rise 11-Fold
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, December 15, 2020 Views
2020 Fund Flows Swing Back to Black
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, November 17, 2020 Views
Morgan Stanley Will Buy a $500B-AUM Fund Firm
The $7-billion deal, split between cash and stock, is expected to close in Q2 2021 and would boost MSIm to about $1.2 trillion in AUM...
MutualFundWire.com - Thursday, October 08, 2020 Views
Week In Preview, August 24-30
This week the teams at Asset-Map and NICSA are hosting online events, while the Expect Miracles team is hosting an in-person event...
MutualFundWire.com - Monday, August 24, 2020 Views
More MF Chiefs Speak Up As BLM Protests Continue
CEOs of mutual fund firms are among the business leaders talking about racism in the wake of the death last week of an unarmed, arrested black man in Minnesota...
MutualFundWire.com - Wednesday, June 03, 2020 Views
Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, April 16, 2020 Views
A 21-Year-Old Fund Firm's Prez Passes the Reins
Meanwhile, a sales and distribution leader is joining the team...
MutualFundWire.com - Friday, April 03, 2020 Views
Asset Managers Share Most of the Market's Respite
Last week fundsters had some good market news to celebrate...
MutualFundWire.com - Monday, March 30, 2020 Views
Faust Hires to Replace a 23-Year C-Suiter
The veteran fundster is expected to retire next month from the publicly traded mutual fund firm...
MutualFundWire.com - Thursday, March 26, 2020 Views
A Very Bad Monday
Yesterday was the market's worst day in more than three decades, and publicly traded asset managers felt the pain...
MutualFundWire.com - Tuesday, March 17, 2020 Views
How Long Can Fund Firms Weather the Bear Market?
A retired fundster chief talks to his hometown paper about what might be coming next for fundsters...
MutualFundWire.com - Friday, March 13, 2020 Views - Reader Rating: 4
The 33 Most Influential Women In the U.S. Fund Biz
An investing publication puts together a new list of influencers...
MutualFundWire.com - Tuesday, March 10, 2020 Views
Asset Managers Slip As the NYSE Circuit Breaker Trips
20 publicly traded asset managers tracked by MFWire are down an average of 7.7 percent today, as the S&P 500 fell 7.6 percent...
MutualFundWire.com - Monday, March 09, 2020 Views
170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com - Friday, March 06, 2020 Views
As Markets Swoon, Asset Managers Fall Nearly 12 Percent
It's been a rough week in the stock market, and it's taken its toll on publicly traded asset managers...
MutualFundWire.com - Friday, February 28, 2020 Views - Reader Rating: 5
The Six Most Sustainable Fund Firms
A magazine teams up with an asset manager's ESG arm to rank publicly traded companies on how well they treat the planet...
MutualFundWire.com - Tuesday, February 11, 2020 Views
24 Years of Positive Net Flows
The team at a publicly traded fund firm recently released their fiscal Q4 earnings...
MutualFundWire.com - Tuesday, December 03, 2019 Views
Week In Preview, November 25-December 1
This week the team at a Baltimore fund firm is hosting a Big Apple event and a Boston fund firm will release earnings...
MutualFundWire.com - Monday, November 25, 2019 Views
Four Fund Firms Win Big In Atlanta
Other winners included a wirehouse, another big B-D, and a direct indexer...
MutualFundWire.com - Tuesday, October 22, 2019 Views - Reader Rating: 5
Week In Preview, October 14-20
This week, the teams at AIMSE, ALFI, Eaton Vance, FPA, MMI, NICSA, PGIM, and Schwab are hosting events...
MutualFundWire.com - Monday, October 14, 2019 Views
These Five Areas Top a CEO's M&A Wishlist
A publicly traded mutual fund firm's chief talks about his "areas of interest" for future acquisitions...
MutualFundWire.com - Wednesday, August 28, 2019 Views
A Rough Week? How About a Rough 12 Months?
Despite a strong 2019, asset managers' shares have not yet recovered from a painful end to 2018...
MutualFundWire.com - Tuesday, August 06, 2019 Views
Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com - Wednesday, July 17, 2019 Views
An Ex-Schroders Sales Exec Lands at NYL
After a year at Schroders, a director joins the team at New York Life Investments..
MutualFundWire.com - Friday, July 12, 2019 Views
A Serial VP Lands at Eaton Vance
The Eaton Vance team welcomes a 15-year American Century Investments vet...
MutualFundWire.com - Monday, July 01, 2019 Views
The Fundster 401k Roundup, May 17-June 14
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com - Friday, June 14, 2019 Views
Week In Preview, May 20-27
This week the teams at ALFI, Capital Market Strategies, DAI Partners, ETFGI, FIASI, and Irish Funds will all host events...
MutualFundWire.com - Monday, May 20, 2019 Views
SEC Blesses a New Kind of Active ETF
The regulatory agency gives its conditional approval to a structure nearly five years in the making. Other active ETF ideas still await a verdict...
MutualFundWire.com - Tuesday, April 09, 2019 Views
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com - Friday, March 08, 2019 Views
NextNextShares? Eaton Vance Preps an ETF Structure
Stephen Clarke and his team are creating another way to balance active PMs' transparency concerns with the benefits of trading on an exchange and the importance of distribution...
MutualFundWire.com - Tuesday, March 05, 2019 Views
What Is This $445B Firm's Chief Hunting For?
The head of a publicly traded mutual fund firm talks about what he looks for when kicking the tires on potential deals...
MutualFundWire.com - Wednesday, February 27, 2019 Views
Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com - Monday, February 25, 2019 Views
One of These 11 Innovators Is a Fundster
A trade publication recognizes an investment research giant's chief, an academic, a wirehouse's tech guru, a B-D network's chair, a tech ally to FAs, a KPA RIA's co-founder, and four other advisory firm's leaders...
MutualFundWire.com - Tuesday, February 05, 2019 Views
Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com - Friday, January 25, 2019 Views
Asset Managers Fall 31 Percent
As Mister Market frowns, publicly traded asset managers' share price drops continue...
MutualFundWire.com - Wednesday, December 19, 2018 Views
What Do FAs Want In an ESG Fund?
New research sheds light on financial advisors' perspectives on ESG and SRI investing...
MutualFundWire.com - Wednesday, December 05, 2018 Views
After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting
A liquid alts chief is looking for more external wholesalers...
MutualFundWire.com - Thursday, November 29, 2018 Views
Faust Wants Diversification Deals, Not Scale Ones
The Eaton Vance chief talks about the publicly traded asset manager's fiscal 2018 results...
MutualFundWire.com - Thursday, November 29, 2018 Views
Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com - Tuesday, October 30, 2018 Views
Will a $459.8B Asset Manager Choose Interval Funds?
Execs at a publicly traded mutual fund shop express interest in a special kind of mutual fund...
MutualFundWire.com - Thursday, October 18, 2018 Views
Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com - Monday, October 15, 2018 Views
Bad Day? Asset Managers Are Having a Bad Year.
Many publicly traded asset managers' stocks fell with the market yesterday ... yet unlike the market overall, asset managers are down year-to-date, too...
MutualFundWire.com - Thursday, October 11, 2018 Views - Reader Rating: 5
Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com - Monday, October 08, 2018 Views
One Year In, a Top Sales Vet Rises at Eaton Vance
The exec previously led retail sales for another fund firm...
MutualFundWire.com - Monday, October 01, 2018 Views
Week In Preview, September 10-16
This week the teams at Echelon, Finra, FRA, the IDC, InvestmentNews, MMI, Opal, and the SEC are all hosting events...
MutualFundWire.com - Monday, September 10, 2018 Views
NextShares Puts a Spotlight on Distro Complexity
The Eaton Vance chief speaks candidly about the successes and difficulties of the mutual fund shop's new fund structure...
MutualFundWire.com - Friday, August 31, 2018 Views - Reader Rating: 5
Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com - Friday, July 06, 2018 Views
Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com - Monday, June 04, 2018 Views
Week In Preview, May 14-20
The teams at Capital Link, Capital Market Strategies, Envestnet, ETFGI, Fund Intelligence, Irish Funds, the MFEA, and the NYSE are all hosting events. ..
MutualFundWire.com - Monday, May 14, 2018 Views
First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com - Tuesday, May 01, 2018 Views
Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com - Monday, April 30, 2018 Views
As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com - Friday, April 27, 2018 Views
Hung Hires a U.S. Distro Chief
The new hire will oversee DC I-O, relationship management, third-party distribution, and more...
MutualFundWire.com - Thursday, April 19, 2018 Views
For $351MM, Federated Buys an ESG Shop
Chris Donahue's publicly traded U.S. fund firm has agreed to take a 60-percent stake in an asset manager across the pond...
MutualFundWire.com - Friday, April 13, 2018 Views
Active Share Catches a Regulator's Eye
The New York Attorney General is a fan of the metric, and 13 big mutual fund shops have agreed to disclose the metric about all of their actively managed equity funds...
MutualFundWire.com - Wednesday, April 11, 2018 Views
Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com - Monday, April 09, 2018 Views
T. Rowe, Fido, and PrimeCap Lead This Pack
An investing publication recognizes 627 outperforming funds...
MutualFundWire.com - Tuesday, March 20, 2018 Views
Week In Preview, March 19-25
The teams at Crane Data, ETF.com FRA, ICI, and MMI are all hosting industry events this week, and a multinational asset manager is expected to IPO...
MutualFundWire.com - Monday, March 19, 2018 Views
Heavey Ramps Up and Shifts Expect Miracles' Golf Game
The charity's chief unveils a new fall event and shifts an existing event...
MutualFundWire.com - Thursday, March 08, 2018 Views
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com - Wednesday, February 28, 2018 Views - Reader Rating: 5
Asset Managers Feel Mister Market's Two Days of Pain
With the S&P 500 down more than six percent and the Dow down more than seven percent, publicly traded mutual fund firms have seen their shares fall. Yet the pain has not been evenly spread...
MutualFundWire.com - Tuesday, February 06, 2018 Views
Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com - Monday, January 29, 2018 Views
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com - Wednesday, January 03, 2018 Views - Reader Rating: 5
Will Eaton Vance or Federated Acquire Across the Pond?
They are rumored to be two of the four bidders for a British asset manager...
MutualFundWire.com - Thursday, December 07, 2017 Views
Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com - Monday, October 23, 2017 Views
Filings For Fundsters October 11, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Wednesday, October 11, 2017 Views
New Fund Fuss - October 5, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com - Thursday, October 05, 2017 Views
Week In Preview, October 2-8
Managed accounts execs gather in Chitown while fundsters converge on Beantown and KPAs meet outside LA...
MutualFundWire.com - Monday, October 02, 2017 Views
Follow the Fundsters - September 12, 2017
Hires, fires and the like!..
MutualFundWire.com - Tuesday, September 12, 2017 Views
Moninger Brings a Top RidgeWorth Alum to Eaton Vance
The new hire will focus on the independent broker-dealer channel for the Beantown mutual fund shop...
MutualFundWire.com - Monday, September 11, 2017 Views - Reader Rating: 5
Filings For Fundsters - September 5, 2017
The latest mutual fund filings .....
MutualFundWire.com - Tuesday, September 05, 2017 Views
In October, an Ex-Eaton Vance PM Will Go to Prison
After pleading guilty to securities fraud, the former VP at the fund firm is scheduled to start a 1.5-year sentence in federal prison. He's also been ordered to pay more than $1.5 million in restitution...
MutualFundWire.com - Wednesday, August 23, 2017 Views - Reader Rating: 5
Filings for Fundsters - August 16, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, August 16, 2017 Views
Mutual Funds Only? Fundsters Explain LPL's New Platform
Here's what some executives of the fund firms on the platform are saying.....
MutualFundWire.com - Friday, August 04, 2017 Views
Filings for Fundsters - July 14, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, July 14, 2017 Views
20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com - Thursday, July 13, 2017 Views
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