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Advanced investing for forward-thinking investors

Basic asset management is fine for basic investment needs. But when your clients have more sophisticated demands, you need advanced investment and wealth management solutions.



Tradition of Stewardship

Throughout our history, Eaton Vance has operated with one purpose: to serve our clients’ investment needs. We seek to provide investors with consistent performance, top-quality service and value-added strategies across a range of investment disciplines. In managing client portfolios, we continuously adhere to established investment disciplines and balance the pursuit of return with the careful management of portfolio risk.

Commitment to Innovation

Fast-changing markets require dynamic thinking and forward-looking solutions. Eaton Vance has a longstanding reputation as a leading developer of innovative strategies with strong investment merit. The ability to anticipate the evolving needs of investors and to develop timely innovations continues to be a hallmark of our organization.

Culture of Collaboration

The secret to Eaton Vance’s success has been one thing: our people. We believe the congenial, collaborative work environment we maintain is a key reason Eaton Vance is able to attract and retain so many talented professionals throughout our organization. Among major asset managers, we are distinguished by the continuity of our investment teams, senior management and other staff. Having talented people, engaged and committed over the long term, is a powerful competitive advantage.


Focused on what’s next

Our approach is grounded in independent insight and a unique perspective that anticipates investors’ needs rather than merely following industry trends.

It’s a progressive mindset that has served our clients well for more than 90 years.


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