Eaton Vance

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Eaton Vance Corporation
Public
Traded as NYSEEV
S&P 400 Component
Industry Investment management
Founded Boston, Massachusetts (1924)
Headquarters Two International Place
Boston, Massachusetts
Key people
Thomas E. Faust Jr., CEO & Chief Executive
Products Mutual funds,
tax-managed funds,
closed-end funds,
variable trust funds,
managed accounts,
wealth management
Revenue DecreaseUS$1.3 billion (2016)[1]
AUM Increase$405.6 billion as of 7/31/17[2]
Number of employees
1,024
Website www.eatonvance.com

Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924.

Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. It provides investment products to individuals, institutions and financial professionals in the US, including wealth management solutions, defined contribution investment only and sub-advisory services.[3]

History[edit]

Eaton Vance was formed by the 1979 merger of two Boston-based investment management firms: Eaton & Howard, Inc., founded in 1924, and Vance, Sanders & Company, organized in 1934.

Landon T. Clay, founder of the Clay Institute was its former chairman.

In 2011, Eaton Vance and Richard Bernstein Advisors launched the Eaton Vance Richard Bernstein All Asset Strategy.

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