1995: Investors Bank & Trust Company, a highly successful offshoot of Eaton Vance, is spun off as a separate company. 1996: In November 1996, Jim Hawkes is made president and CEO of Eaton Vance, and two years later also becomes chairman.

What is Eaton Vance fund?

We offer mutual funds that invest across a wide array of equity, income and alternative strategies. Each of them seeks to address the varied investment goals of today. Browse our mutual funds that have a five- or four-star Morningstar rating.

Is Eaton Vance a good company?

As the current market leader, Eaton Vance is in a good spot, but the company is not standing still as it looks to increase its market share. “As we consider our strategic position in the evolving asset management industry, we feel very good about where Eaton Vance sits,” Faust said.

Who are Eaton Vance competitors?

The top 10 competitors in Eaton Vance’s competitive set are AMG, AllianceBernstein, Franklin Templeton, Artisan Partners Asset Management Inc., BlackRock, BrightSphere, Cohen & Steers, Federated Investors , GAMCO, Invesco.

When did Eaton Vance move to the NYSE?

In April, Eaton Vance launches its Tax-Managed Growth Fund, which became very successful, and the start of a continuing focus on tax-managed products “for people who pay taxes.” Eaton Vance moves its stock listing from NASDAQ to the New York Stock Exchange.

When did Eaton Vance start issuing municipal bonds?

Late 1980s: Eaton Vance begins to develop its municipal bond offerings. During the first half of the 1990s, Eaton Vance broadly expands the number of offerings of state “muni” funds and adopts three fund payment methods — “Classic,” “Marathon” and “Traditional”—for them.

When did Eaton Vance start offering eTMFs?

December 2, 2014: Eaton Vance receives approval from the SEC to offer exchange-traded managed funds (ETMFs), the first actively managed exchange-traded products that do not require full-transparency of portfolio holdings and trading activity.

When did Eaton Vance start the Nautilus fund?

1978: Vance, Sanders launches Nautilus Fund, a closed-end fund, which invests a portion of its capital in emerging private companies such as Apple Computer and Compaq.