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Institutional Investors

Opportunities in the Bank Loan Asset Class - Scott Page, Lisa Jones



Important Information and Disclosure:
These comments are presented as the views and opinions of the contributors to this webinar as of the date hereof, and not necessarily those of Eaton Vance Management (EVM) as a firm.  The data and information presented is for informational and illustrative purposes only.  This material does not constitute investment advice and should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy.  Any investment views and market opinions/analyses expressed constitute judgments as of the date of this presentation and are subject to change at any time without notice.  Any investment views and market opinions/analyses expressed may not reflect those of EVM as a whole, and different views may be expressed based on different investment styles, objectives, views or philosophies.  Each investor’s portfolio is individually managed and may differ significantly from the information discussed in terms of portfolio holdings, characteristics and performance.  Viewers should not assume that any investments in securities, companies, sectors or markets described were or will be profitable.  Viewers should not consider this material as representative of any particular investor’s experience or assume that any investor will have an investment experience similar to any returns shown or to any previous or existing investor.  There are no guarantees concerning the achievement of investment objectives, target returns or measurements such as alpha, tracking error, stock weightings and information ratios.  The use of tools cannot guarantee performance. 
 
This presentation has been prepared on the basis of publicly available information, internally developed data and other third party sources believed to be reliable.  However, no assurances are provided regarding the reliability of such information and EVM has not sought to independently verify information taken from public and third party sources.
Broad-based indices are unmanaged and are not subject to fees and expenses typically associated with institutional accounts.  It is not possible to directly invest in an Index.
 
Investing entails risks and there can be no assurance that EVM will achieve profits or avoid incurring losses.  Past performance does not predict future results.

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