Eaton Vance

Eaton Vance is an American investment management firm headquartered in Boston, Massachusetts. Established in 1924, it is one of the oldest investment companies in the United States. The firm offers a diverse range of investment products and services, including mutual funds, tax-managed funds, closed-end funds, variable trust funds, managed accounts, and wealth management solutions. Eaton Vance operates through a multi-affiliate structure, leveraging the expertise of several specialist investment management firms, such as Eaton Vance Management, Parametric, Atlanta Capital, Calvert Research and Management, and Hexavest. This structure enables the firm to provide a broad array of high-quality, specialized investment strategies across various asset classes, including fixed income, equities, real estate, and private equity. In March 2021, Eaton Vance was acquired by Morgan Stanley, enhancing its capabilities and expanding its global reach.