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Mutual funds for people who pay taxes
|Traded as||NYSE: EV
S&P 400 Component
|Founded||Boston, Massachusetts (1924)|
|Headquarters||Two International Place
|Thomas E. Faust Jr., CEO & Chief Executive|
variable trust funds,
|Revenue||US$1.3 billion (2016)|
|AUM||$405.6 billion as of 7/31/17|
Number of employees
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.
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.
In 2011, Eaton Vance and Richard Bernstein Advisors launched the Eaton Vance Richard Bernstein All Asset Strategy.
- "Eaton Vance Corp. Report for the Three and Nine Month Periods Ended July 31, 2017". Eaton Vance Corp. Retrieved August 24, 2017.
- "Eaton Vance Corp". Bloomberg Business Week. Retrieved August 31, 2013.