Our Capabilities

Eaton Vance offers a wide range of investment management expertise across equity, income and floating-rate asset classes.

Our portfolios adhere to established investment disciplines beginning with our in-depth fundamental analysis at the security level.

With equity assets under management of $105.6 billion*, our broad equity investment expertise is captured through strategies that are global or domestic, across market capitalizations and style disciplines.

We manage $78.9 billion* in fixed income and alternative strategies as well, either as a dedicated mandate or combined in a multi sector approach.

In addition, our investment management expertise provides us the opportunity to customize solutions that help meet our clients' complex investment needs.

Our strategies are available in separate accounts, commingled and mutual funds.

* As of 12/31/2011. Includes Eaton Vance Management and Affiliates

Equity
• Large-Cap Value / Focused Large Value
• Large-Cap Growth / Focused  Large Growth
• Small- and SMID-Cap
• Dividend Income
• Real Estate

Fixed Income
• Cash Management / Low Duration
• Tax-Advantaged Bond / Municipal Income
• Core / Core Plus
• Long Duration
• High Yield / Preferred
• Inflation-Linked / Inflation-Linked Credit
• International / EM Local Income

Floating-Rate Income
• Floating-Rate Loans
• Global Floating-Rate Loans
• Floating-Rate & High Income

Alternative
• Global Macro Absolute Return
• Option Absolute Return
• Structured Absolute Return
• Multi-Strategy Absolute Return
• Structured Commodity

Multi-Strategy
• Multi-Strategy Absolute Return
• Multi-Strategy Income
• Multi-Strategy All Asset
• Multi-Strategy Customized Solutions

Structured
• Structured Emerging Markets Equity
• Structured International / Global Equity
• Structured Commodity / Currencies
• Structured Absolute Return
• Stock DeltaShift™ / Portfolio DeltaShift™           
• ParaHedge™
• Option Absolute Return                                                   

 

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