Eaton Vance

About The Fund

Eaton Vance is a global asset manager founded in 1924 with headquarters in Boston, Massachusetts. The firm specializes in diverse investment management and advisory services, catering to both individual and institutional clients. Eaton Vance operates primarily in the investment adviser segment where they manage a range of funds and separate accounts. Through its subsidiaries, including Eaton Vance Management and Atlanta Capital Management, as well as other affiliates, the firm offers expertise in active equity, income, and alternative investment strategies. This encompasses a wide array of asset classes such as U.S. and global equities, floating-rate bank loans, municipal bonds, and investment-grade bonds. Additionally, they are adept in a variety of investment styles, leveraging engineered alpha strategies through its subsidiary Parametric Portfolio Associates. Notably, parametric strategies include systematic equity, systematic alternatives, and managed options strategies. Eaton Vance's product lineup is extensive and includes mutual funds, ETFs, separately managed accounts, closed-end funds, and term trusts. Investment options cover sectors such as domestic and global equities, equity income, multi-asset, alternative investments, and also encompass tax-managed equity and municipal income. Eaton Vance emphasizes tax-efficient investing and responsible investment practices, aiming to serve the advanced needs of forward-thinking investors. Among the distinctive offerings, they provide engineered portfolio solutions that address various portfolio needs, including tax management and high-net-worth investing. Consistent with their investment thesis that stresses flexibility and credit focus, their products are designed to suit changing market conditions and different investor profiles. With extensive experience and resources, Eaton Vance remains committed to delivering time-tested investment principles and fostering deep, rewarding client experiences through evolving strategies.