Eaton Vance

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Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From offices in North America, Europe, Asia and Australia, Eaton Vance’s affiliates offer a broad complement of investment strategies and wealth management solutions. Exemplary service, timely innovation and attractive returns over market cycles have been hallmarks of Eaton Vance since 1924. A veritable supermarket of investing, Eaton Vance offers more than 100 mutual funds and manages investments for retail, high-net-worth, and institutional clients. Its investment specialties include tax-managed equity funds, municipal bond funds, floating-rate bank-loan funds, income and value equity funds, closed-end funds, private equity funds, global and high-yield bonds, tax-efficient separate accounts, and managed accounts. Its Eaton Vance Distributors unit markets and sells its products through sales associates in the US, Europe, the Asia/Pacific region, and Latin America, as well as a network of brokers, independent financial advisors, banks, and insurance firms.

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2.9

Overall Excellence Rating

Industry

Management Consultants

ESG/Ethical Impact

A responsible investing leader with a full range of customization options to help clients create portfolios that reflect their values and investment preferences. As a recognized leader in Responsible Investing, Calvert uses a research-based approach and active engagement to identify opportunities and risks and drive shareholder value. Parametric focuses on exercising ownership rights and specialized portfolio construction techniques to create customized portfolios that reflect client values.

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Awards Received

2023

Revenues

$235,700,000.00

Website Traffic

Employee Rating

4.2

Customer Rating

Company Size

5000-10000

ESG Risk Rating

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2.9