United States

Profile: Eaton Vance Corp (EV.N)

EV.N on New York Stock Exchange

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Eaton Vance Corp., incorporated on January 29, 1981, is managing investment funds and providing investment management and advisory services to institutions and high-net-worth individuals. The Company develops and sustains management expertise across a range of investment disciplines and offers investment products and services through multiple distribution channels. Through its subsidiaries Eaton Vance Management (EVM) and Atlanta Capital Management, LLC (Atlanta Capital) and other affiliates, the Company manages active equity, income and alternative strategies across a range of investment styles and asset classes, including U.S. and global equities, floating-rate bank loans, municipal bonds, global income, high-yield and investment grade bonds. Through its subsidiary Parametric Portfolio Associates LLC (Parametric), the Company manages a range of engineered alpha strategies, including systematic equity, systematic alternatives and managed options strategies, and provides portfolio implementation services, including tax-managed core and specialty index strategies, futures- and options-based portfolio overlay, and centralized portfolio management of multi-manager portfolios. The Company also oversees the management of investment funds sub-advised by third-party managers, including global, regional and sector equity, commodity and asset allocation strategies. The Company offers a range of products and services to fund shareholders, retail managed account investors, institutional investors and high-net-worth clients. The Company distributes funds and separately managed accounts through financial intermediaries in the advisory channel. The Company reaches this market place with distribution partners including national and regional broker-dealers, independent broker-dealers, independent advisory firms, banks and insurance companies. The Company supports these distribution partners with a team of approximately 135 sales professionals covering U.S. and international markets.

The Company’s principal investment affiliates Eaton Vance Management, Parametric, Atlanta Capital and Hexavest offer a range of strategies. The Eaton Vance Management offers Equity, income and alternative strategies based on in-depth fundamental analysis. The Parametric offers rules-based alpha-seeking equity, alternative and options strategies and implementation services. The Atlanta Capital actively manages high-quality US stock and bond portfolios constructed using bottom-up fundamental analysis. The Hexavest offer global equity and tactical allocation strategies combining fundamental research and quantitative models.

The Company’s consolidated assets under management by investment mandate includes Equity, Fixed Income, Floating-rate Income, Alternative, Implementation Services and Cash Management, with investment proportion of 33.3%, 15.8%, 14.9%, 5.4%, 30.5% and 0.1% respectively, as of fiscal year ended October 31, 2013. The Company’s consolidated assets under management by vehicle include Fund Assets and Separate Account Assets. The Fund Assets are further consisting of open-end funds, close-end funds and private funds, while Separate Account Assets consists of institutional account assets, high-net-worth account assets and retail managed account assets. Open-end funds represented 31 percent of the total assets under management on October 31, 2013, while closed-end and private funds represented 9 percent and 8 percent, respectively. Institutional, high-net-worth and retail managed account assets represented 34 percent, 7 percent and 11 percent of total assets under management, respectively, on October 31, 2013.

The Company conducts its investment management business through direct and indirect wholly owned subsidiaries Boston Management and Research (BMR), Eaton Vance Investment Counsel (EVIC), Eaton Vance (Ireland) Limited (EVAI), Eaton Vance Trust Company (EVTC) and Fox Asset Management, and three other consolidated subsidiaries, Atlanta Capital, Parametric and Parametric Risk Advisors, each with a range of investment capabilities and one or more investment styles. The Company has offices in Atlanta, Georgia; Minneapolis, Minnesota; New York, New York; Seattle, Washington; Shrewsbury, New Jersey; Westport, Connecticut; London, England; Singapore; and Sydney, Australia. Its sales representatives operate throughout the United States and in Europe, Asia Pacific and Latin America. The Company is represented in the Middle East through an agreement with a third-party distributor.

Company Address

Eaton Vance Corp

2 International Pl
BOSTON   MA   02110-4104
P: +1617.4828260
F: +1617.4822396

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