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Eaton Vance Investment Managers [view profile ]
Two International Place  Boston  MA  02110   ph: 866-331-6470 

http://www.eatonvance.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
MFs and ETFs Surpass $30T and 43K Funds
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, October 21, 2024
Titans' Inflows Shrink By $25B In August
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, September 24, 2024
Netting $33.619B, BlackRock Threepeats
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 26, 2024
BlackRock Wins Q2 With $62B
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 17, 2024 Views
BlackRock Leads a $30B Inflows Spike
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, June 25, 2024 Views
April Breaks Funds' Five-Month, $279B Inflows Streak
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds...
MutualFundWire.com - Tuesday, May 14, 2024 Views
Titans' Inflows Rise By $68B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, April 19, 2024 Views
Fido's Inflows Rise By $15B
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, March 19, 2024 Views
A $1.5T-AUM Firm Adds Its 12th ETF
The new, actively managed fund debuted last week on the NYSE Arca...
MutualFundWire.com - Wednesday, February 14, 2024 Views
The $443.748B Comeback
The M* team updates U.S. flows data for December 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, January 22, 2024 Views
Hurtsellers Passes the Reins After 8 Years, And ...
A familiar leader is taking over Voya IM, and a senior Morgan Stanley alum is joining the leadership team...
MutualFundWire.com - Wednesday, January 10, 2024 Views
With $29.98B, BlackRock Dominated In November
The M* team updates U.S. flows data for November 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, December 13, 2023 Views
30 of the Best Fund Firms For LGBTQ+ Workers In 2023
An advocacy group recognizes 545 employers, including some in the asset management industry...
MutualFundWire.com - Wednesday, December 6, 2023 Views
A $1.4T-AUMS AM Adds Five Active ETFs
The move nearly doubles the asset manager's ETF lineup...
MutualFundWire.com - Monday, October 30, 2023 Views
A BondBloxx Alum Returns and a 16-Year BlackRock Vet Joins
One new hire reports to the startup's distribution chief, while the other reports to its COO...
MutualFundWire.com - Friday, September 29, 2023 Views
Watch For Interval Funds' Widening Lead Over Tender-Offer Funds
The team at a research ally to fundsters expects very different fates for the two product structures...
MutualFundWire.com - Wednesday, August 23, 2023 Views - Reader Rating: 4
Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com - Friday, May 26, 2023 Views - Reader Rating: 5
DFA Leads As Large Firms' Flows Improve By $20.6B
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, May 16, 2023 Views
Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, April 20, 2023 Views
Schwab Dominates, Raking In $38B
The M* team updates U.S. flows data for December 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, January 19, 2023 Views
11 Months, $205B In Outflows
The M* team updates U.S. flows data for November 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, December 16, 2022 Views
A U.S. Distro Chief Will Join a $476B-AUM Firm
The Southeastern asset manager's new executive hire is based in New England...
MutualFundWire.com - Monday, September 12, 2022 Views
Schwab's Inflows Triple to $4.605B
The M* team updates U.S. flows data for July 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 15, 2022 Views
Large Firms Account For All the Industry's 2022 Net Outflows
The M* team updates U.S. flows data for June 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 20, 2022 Views
Only One-Eighth of Large Firms Net Inflows
The M* team updates U.S. flows data for April 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, May 20, 2022 Views
Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, April 18, 2022 Views
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com - Friday, April 1, 2022 Views - Reader Rating: 5
Schwab's Five-Month-Old Lead Widens
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, March 15, 2022 Views
Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com - Thursday, March 10, 2022 Views
Schwab Four-Peats As Large Firms' Marketshare Rises
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, February 15, 2022 Views
Schwab's Inflows Nearly Triple to $50B
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, January 19, 2022 Views
Schwab Leads Again As These Firms' Inflows Double
The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, December 15, 2021 Views
This Group's Inflows Fall Fourfold
The M* team updates U.S. flows data for October 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, November 16, 2021 Views
Pimco and an Eaton Vance Exec Win Big
A trade group honors three firms and one industry insider at its annual conference...
MutualFundWire.com - Thursday, October 28, 2021 Views
Large Firms' Marketshare Jumps to 31 Percent
The M* team updates U.S. flows data for September 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, October 15, 2021 Views
A $100B-AUM AM's Wealth Channel Chief Passes the Reins
The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place...
MutualFundWire.com - Thursday, August 12, 2021 Views
iM Global Invests In a $14.6B-AUM Shop
The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond...
MutualFundWire.com - Monday, August 2, 2021 Views
A $16B-AUM Boutique's CFO Passes the Reins, And ...
The new hire hails most recently from a freshly acquired fund firm...
MutualFundWire.com - Monday, June 7, 2021 Views
A $1.4T-AUM AM's Chief Rises
The move comes three months after the asset manager acquired another fund firm...
MutualFundWire.com - Friday, May 21, 2021 Views
A Biodiversity-Focused Boutique Preps More Strats For Q2 and Q3
The new strategies will be incubated as SMAs, first, but the startup already offers a mutual fund...
MutualFundWire.com - Tuesday, May 4, 2021 Views - Reader Rating: 5
MF and ETF Inflows Quintuple
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, March 15, 2021 Views
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com - Friday, March 12, 2021 Views
Morgan Stanley and Victory Seal Deals
An investment bank with an asset management and a publicly traded multiboutique each closed on acquisitions earlier this week...
MutualFundWire.com - Wednesday, March 3, 2021 Views
Week In Preview, March 1 - March 7
This week, the teams at IDC and MFDF are hosting online events...
MutualFundWire.com - Monday, March 1, 2021 Views
2021's Six Most Sustainable Fund Firms
Only the 1,000 largest publicly traded companies qualified for consideration on the list, which is powered by a mutual fund firm's ESG arm...
MutualFundWire.com - Wednesday, February 17, 2021 Views
Large Firms' Inflows Rise 11-Fold
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, December 15, 2020 Views
2020 Fund Flows Swing Back to Black
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, November 17, 2020 Views
Morgan Stanley Will Buy a $500B-AUM Fund Firm
The $7-billion deal, split between cash and stock, is expected to close in Q2 2021 and would boost MSIm to about $1.2 trillion in AUM...
MutualFundWire.com - Thursday, October 8, 2020 Views
After 13 Years, an AllianzGI Director Moves On
The Gotham exec previously worked at Whitebeam, Citi, BofA, and JPMAM...
MutualFundWire.com - Wednesday, September 2, 2020 Views
Week In Preview, August 24-30
This week the teams at Asset-Map and NICSA are hosting online events, while the Expect Miracles team is hosting an in-person event...
MutualFundWire.com - Monday, August 24, 2020 Views
More MF Chiefs Speak Up As BLM Protests Continue
CEOs of mutual fund firms are among the business leaders talking about racism in the wake of the death last week of an unarmed, arrested black man in Minnesota...
MutualFundWire.com - Wednesday, June 3, 2020 Views
Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, April 16, 2020 Views
A 21-Year-Old Fund Firm's Prez Passes the Reins
Meanwhile, a sales and distribution leader is joining the team...
MutualFundWire.com - Friday, April 3, 2020 Views
Asset Managers Share Most of the Market's Respite
Last week fundsters had some good market news to celebrate...
MutualFundWire.com - Monday, March 30, 2020 Views
Faust Hires to Replace a 23-Year C-Suiter
The veteran fundster is expected to retire next month from the publicly traded mutual fund firm...
MutualFundWire.com - Thursday, March 26, 2020 Views
A Very Bad Monday
Yesterday was the market's worst day in more than three decades, and publicly traded asset managers felt the pain...
MutualFundWire.com - Tuesday, March 17, 2020 Views
How Long Can Fund Firms Weather the Bear Market?
A retired fundster chief talks to his hometown paper about what might be coming next for fundsters...
MutualFundWire.com - Friday, March 13, 2020 Views - Reader Rating: 4
The 33 Most Influential Women In the U.S. Fund Biz
An investing publication puts together a new list of influencers...
MutualFundWire.com - Tuesday, March 10, 2020 Views
Asset Managers Slip As the NYSE Circuit Breaker Trips
20 publicly traded asset managers tracked by MFWire are down an average of 7.7 percent today, as the S&P 500 fell 7.6 percent...
MutualFundWire.com - Monday, March 9, 2020 Views
170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com - Friday, March 6, 2020 Views
As Markets Swoon, Asset Managers Fall Nearly 12 Percent
It's been a rough week in the stock market, and it's taken its toll on publicly traded asset managers...
MutualFundWire.com - Friday, February 28, 2020 Views - Reader Rating: 5
The Six Most Sustainable Fund Firms
A magazine teams up with an asset manager's ESG arm to rank publicly traded companies on how well they treat the planet...
MutualFundWire.com - Tuesday, February 11, 2020 Views
24 Years of Positive Net Flows
The team at a publicly traded fund firm recently released their fiscal Q4 earnings...
MutualFundWire.com - Tuesday, December 3, 2019 Views
Week In Preview, November 25-December 1
This week the team at a Baltimore fund firm is hosting a Big Apple event and a Boston fund firm will release earnings...
MutualFundWire.com - Monday, November 25, 2019 Views
Four Fund Firms Win Big In Atlanta
Other winners included a wirehouse, another big B-D, and a direct indexer...
MutualFundWire.com - Tuesday, October 22, 2019 Views - Reader Rating: 5
Week In Preview, October 14-20
This week, the teams at AIMSE, ALFI, Eaton Vance, FPA, MMI, NICSA, PGIM, and Schwab are hosting events...
MutualFundWire.com - Monday, October 14, 2019 Views
These Five Areas Top a CEO's M&A Wishlist
A publicly traded mutual fund firm's chief talks about his "areas of interest" for future acquisitions...
MutualFundWire.com - Wednesday, August 28, 2019 Views
A Rough Week? How About a Rough 12 Months?
Despite a strong 2019, asset managers' shares have not yet recovered from a painful end to 2018...
MutualFundWire.com - Tuesday, August 6, 2019 Views
Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com - Wednesday, July 17, 2019 Views
An Ex-Schroders Sales Exec Lands at NYL
After a year at Schroders, a director joins the team at New York Life Investments..
MutualFundWire.com - Friday, July 12, 2019 Views
A Serial VP Lands at Eaton Vance
The Eaton Vance team welcomes a 15-year American Century Investments vet...
MutualFundWire.com - Monday, July 1, 2019 Views
The Fundster 401k Roundup, May 17-June 14
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com - Friday, June 14, 2019 Views
Week In Preview, May 20-27
This week the teams at ALFI, Capital Market Strategies, DAI Partners, ETFGI, FIASI, and Irish Funds will all host events...
MutualFundWire.com - Monday, May 20, 2019 Views
SEC Blesses a New Kind of Active ETF
The regulatory agency gives its conditional approval to a structure nearly five years in the making. Other active ETF ideas still await a verdict...
MutualFundWire.com - Tuesday, April 9, 2019 Views
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com - Friday, March 8, 2019 Views
NextNextShares? Eaton Vance Preps an ETF Structure
Stephen Clarke and his team are creating another way to balance active PMs' transparency concerns with the benefits of trading on an exchange and the importance of distribution...
MutualFundWire.com - Tuesday, March 5, 2019 Views
What Is This $445B Firm's Chief Hunting For?
The head of a publicly traded mutual fund firm talks about what he looks for when kicking the tires on potential deals...
MutualFundWire.com - Wednesday, February 27, 2019 Views
Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com - Monday, February 25, 2019 Views
One of These 11 Innovators Is a Fundster
A trade publication recognizes an investment research giant's chief, an academic, a wirehouse's tech guru, a B-D network's chair, a tech ally to FAs, a KPA RIA's co-founder, and four other advisory firm's leaders...
MutualFundWire.com - Tuesday, February 5, 2019 Views
Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com - Friday, January 25, 2019 Views
Asset Managers Fall 31 Percent
As Mister Market frowns, publicly traded asset managers' share price drops continue...
MutualFundWire.com - Wednesday, December 19, 2018 Views
What Do FAs Want In an ESG Fund?
New research sheds light on financial advisors' perspectives on ESG and SRI investing...
MutualFundWire.com - Wednesday, December 5, 2018 Views
After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting
A liquid alts chief is looking for more external wholesalers...
MutualFundWire.com - Thursday, November 29, 2018 Views
Faust Wants Diversification Deals, Not Scale Ones
The Eaton Vance chief talks about the publicly traded asset manager's fiscal 2018 results...
MutualFundWire.com - Thursday, November 29, 2018 Views
Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com - Tuesday, October 30, 2018 Views
Will a $459.8B Asset Manager Choose Interval Funds?
Execs at a publicly traded mutual fund shop express interest in a special kind of mutual fund...
MutualFundWire.com - Thursday, October 18, 2018 Views
Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com - Monday, October 15, 2018 Views
Bad Day? Asset Managers Are Having a Bad Year.
Many publicly traded asset managers' stocks fell with the market yesterday ... yet unlike the market overall, asset managers are down year-to-date, too...
MutualFundWire.com - Thursday, October 11, 2018 Views - Reader Rating: 5
Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com - Monday, October 8, 2018 Views
One Year In, a Top Sales Vet Rises at Eaton Vance
The exec previously led retail sales for another fund firm...
MutualFundWire.com - Monday, October 1, 2018 Views
Week In Preview, September 10-16
This week the teams at Echelon, Finra, FRA, the IDC, InvestmentNews, MMI, Opal, and the SEC are all hosting events...
MutualFundWire.com - Monday, September 10, 2018 Views
NextShares Puts a Spotlight on Distro Complexity
The Eaton Vance chief speaks candidly about the successes and difficulties of the mutual fund shop's new fund structure...
MutualFundWire.com - Friday, August 31, 2018 Views - Reader Rating: 5
Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com - Friday, July 6, 2018 Views
Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com - Monday, June 4, 2018 Views
Week In Preview, May 14-20
The teams at Capital Link, Capital Market Strategies, Envestnet, ETFGI, Fund Intelligence, Irish Funds, the MFEA, and the NYSE are all hosting events. ..
MutualFundWire.com - Monday, May 14, 2018 Views
First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com - Tuesday, May 1, 2018 Views
Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com - Monday, April 30, 2018 Views
As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com - Friday, April 27, 2018 Views
Hung Hires a U.S. Distro Chief
The new hire will oversee DC I-O, relationship management, third-party distribution, and more...
MutualFundWire.com - Thursday, April 19, 2018 Views
For $351MM, Federated Buys an ESG Shop
Chris Donahue's publicly traded U.S. fund firm has agreed to take a 60-percent stake in an asset manager across the pond...
MutualFundWire.com - Friday, April 13, 2018 Views
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