Eaton Vance Files Exemptive Order Application for Exchange-Traded Managed Funds

BOSTON, MA, March 28, 2013 – Eaton Vance Management (Eaton Vance), a subsidiary of Eaton Vance Corp. (NYSE: EV), today announced that it has filed an application with the U.S. Securities and Exchange Commission (SEC) seeking exemptive relief to permit the offering of exchange-traded managed funds (ETMFs). ETMFs are a proposed new type of open-end fund designed to bring the cost and tax efficiencies and shareholder protections of the exchange-traded fund (ETF) structure to active investment strategies, while maintaining the confidentiality of current portfolio trading information.

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Eaton Vance Floating-Rate Loan Funds Recognized By Lipper; Awarded All Three Lipper 2013 U.S. Fund Awards for Loan Participation Classification

BOSTON, March 21, 2013 – Eaton Vance Management (Eaton Vance), a subsidiary of Eaton Vance Corp. (NYSE:EV) today announced that two of the Eaton Vance floating rate loan open-end funds were awarded Lipper 2013 U.S. Fund Awards, sweeping the awards in the Lipper Loan Participation Funds classification.

Lipper Fund Awards honor funds that have excelled in delivering consistently strong risk-adjusted performance relative to peers. Lipper designates award-winning funds in most fund classifications for each of the three-, five-, and 10-year periods.

Eaton Vance Floating-Rate Advantage Fund Class I (EIFAX) and Class B (EBFAX) earned the best fund award in the Loan Participation Classification for Lipper’s three-year and five-year periods, respectively. Eaton Vance Floating-Rate & High Income Fund Class I (EIFHX) earned the best fund award in the Loan Participation Classification for Lipper’s 10-year period. Awards were determined based on fund performance through November 30, 2012.

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Eaton Vance Repositions Parametric Mutual Funds

BOSTON, February 15, 2013 – Eaton Vance Management (Eaton Vance), a subsidiary of Eaton Vance Corp. (NYSE:EV), announced today that, effective March 1, 2013, the following mutual funds sub-advised by its controlled subsidiaries Parametric Portfolio Associates LLC and Parametric Risk Advisors LLC (collectively, Parametric) will be renamed ...

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2012

2012

News

Listed below are links to press releases and other announcements relating to Eaton Vance and certain of the products it sponsors. The information contained in these documents was considered to be important or of public interest when released. Such information may become dated or incomplete over time.

Dec 2012

12/31/2012 - Parametric Portfolio Associates LLC, a Subsidiary of Eaton Vance Corp., Completes Acquisition of The Clifton Group Investment Management Company

12/18/2012 - Eaton Vance Floating-Rate Trust Announces Private Placement of Variable Rate Term Preferred Shares

12/17/2012 - Eaton Vance Atlanta Capital SMID-Cap Fund Closing to New Investors

12/04/2012 - Eaton Vance Declares Quarterly Dividend and Special Dividend

Nov 2012

11/27/2012 - Michael A. Cirami, CFA, and Eric A. Stein, CFA, Appointed Co-Directors of Eaton Vance Global Income Group; Mark S. Venezia, CFA, to Retire

11/27/2012 - Eric A. Stein to Join Portfolio Management Team of Eaton Vance Limited Duration Income Fund and Eaton Vance Short Duration Diversified Income Fund

11/27/2012 - Eaton Vance Equity Option Closed-End Funds Approve Change to Monthly Distributions

11/12/2012 - Parametric Portfolio Associates LLC, a Subsidiary of Eaton Vance Corp., to Acquire The Clifton Group Investment Management Company

11/12/2012 - The Clifton Group Investment Management Company Acquisition Conference Call Notification

11/05/2012 - Eaton Vance Updates Results of Equity Option CEF Share Repurchase Program

Oct 2012

10/29/2012 - Eaton Vance Appoints John K. Moninger Director of Retail Sales

10/23/2012 - Kathleen C. Gaffney, CFA, Joins Eaton Vance as Vice President and Co-Director, Investment Grade Fixed Income

10/15/2012 - Beth S. Milkovits joins Eaton Vance Investment Counsel as a Vice President of Sales & Business Development

Sep 2012

09/04/2012 - Eaton Vance Launches Four Equity Funds Sub-Advised by Hexavest Inc.

Aug 2012

08/06/2012 - Eaton Vance Corp. Completes Acquisition of 49 Percent Interest in Hexavest Inc.

Jul 2012

07/02/2012 - William M. Gillen joins Eaton Vance Investment Counsel as VP, Business Development

Jun 2012

06/18/2012 - Eaton Vance Corp. to Acquire 49 Percent Interest in Hexavest Inc.

06/07/2012 - Eaton Vance Hires Three Senior Analysts for Equity Research Team

06/05/2012 - Eaton Vance Appoints Michael T. Dirstine, CFA, CAIA as Vice President, Institutional Business Development

May 2012

05/30/2012 - Eaton Vance Launches Second eUnits Trust; eUnits 2 Year U.S. Market Participation Trust II: Upside to Cap / Buffered Downside Raises $20,002,480 in Initial Public Offering

05/08/2012 - Parametric Bolsters Institutional Team; Structured Active Approach Gaining Traction

05/02/2012 - Eaton Vance and AGF Announce Launch of New Mutual Funds in the U.S. and Canada

Apr 2012

04/09/2012 - Parametric Selected to Manage Covered Call Mandate for Seattle City Employees' Retirement System

Mar 2012

03/13/2012 - Laurie G. Hylton Elected Chief Financial Officer and Daniel C. Cataldo Elected Treasurer of Eaton Vance Corp.

03/13/2012 - Eaton Vance Equity Income Closed-End Funds Declare Distributions and Announce Distribution Changes

Feb 2012

02/21/2012 - One of America's Oldest Investment Management Firms, Eaton Vance, Expands into Asia with Newly Licensed Singapore Office

02/01/2012 - Parametric Names Scott Lawrence as Managing Director- Australia

Jan 2012

01/27/2012 - Eaton Vance Launches First eUnitsTM: eUnitsTM 2 Year U.S. Market Participation Trust: Upside to Cap / Buffered Downside; Raises $26.2 Million in Initial Public Offering

01/19/2012 - Launch of Eaton Vance Parametric Structured Absolute Return Fund and Eaton Vance Structured Currency Fund

2011

2011

News

Listed below are links to press releases and other announcements relating to Eaton Vance and certain of the products it sponsors. The information contained in these documents was considered to be important or of public interest when released. Such information may become dated or incomplete over time.

Dec 2011

12/09/2011 - Eaton Vance Promotes William Delahunty to Director of Municipal Research

Nov 2011

11/02/2011 - Launch of Eaton Vance Multi-Strategy All Market Fund

11/01/2011 - David C. McCabe Named President of Eaton Vance Investment Counsel

Oct 2011

10/31/2011 - Eaton Vance Closed End Fund Data Now Available

10/17/2011 - Eaton Vance Global Macro Absolute Return Fund to Reopen

10/13/2011 - Eaton Vance Corp. Announces Formation of Navigate Fund Solutions LLC and Appointment of Stephen W. Clarke as President

10/03/2011 - Launch of Eaton Vance Richard Bernstein All Asset Strategy Fund

Aug 2011

08/30/2011 - Eaton Vance Appoints Michael B. Kotarski and Joseph L. Furey as Co-Directors of Institutional Sales

08/11/2011 - Eaton Vance Atlanta Capital Horizon Growth Fund

08/01/2011 - Eaton Vance Closed-End Fund Data Now Available

Jul 2011

07/13/2011 - Eaton Vance Declares Quarterly Dividend and Authorizes Repurchase of Up to 8,000,000 Shares

Jun 2011

06/15/2011 - Eaton Vance Launches Municipal Opportunities Fund

06/06/2011 - Eaton Vance Corp. Scheduled to Present at the Keefe, Bruyette & Woods 2011 Investment Management & Specialty Finance Conference

May 2011

05/18/2011 - Eaton Vance Corp Report for the Three and Six Month Periods Ended April 30, 2011

05/11/2011 - Eaton Vance Corp Second Quarter Earnings Conference Call Notification

05/02/2011 - Eaton Vance Closed-End Fund Quarterly Data Now Available

Apr 2011

04/28/2011 - Eaton Vance Investment Counsel Announces Leadership Transition

04/27/2011 - Eaton Vance Closed-End Municipal Bond Funds Data Now Available

04/13/2011 - Eaton Vance Reports March 31, 2011 Assets Under Management

04/13/2011 - Eaton Vance Declares Quarterly Dividend

04/04/2011 - Eaton Vance Appoints Rodrigo Soto as Vice President, Institutional Business Development

04/01/2011 - Eaton Vance Corp. Announces Asset Purchase of Pelican Investment Management

Mar 2011

03/09/2011 - Stephen B. Kistner Joins Eaton Vance Investment Counsel

03/02/2011 - Eaton Vance Appoints Charles G. Turgeon as Vice President, Institutional Business Development

Feb 2011

02/23/2011 - Eaton Vance Corp Report for the Three Months Ended January 31,2011

02/16/2011 - Eaton Vance Corp. First Quarter Earnings Conference Call and Webcast Notification

02/09/2011 - Eaton Vance Management International Announces Management Appointments

Jan 2011

01/12/2011 - Eaton Vance Declares Quarterly Dividend

2010

2010

News

Listed below are links to press releases and other announcements relating to Eaton Vance and certain of the products it sponsors. The information contained in these documents was considered to be important or of public interest when released. Such information may become dated or incomplete over time.

Dec 2010

12/23/2010 - Board of Trustees of Eaton Vance Closed-End Funds Rejects Demands

Nov 2010

11/23/2010 - Eaton Vance Corp. Report for the Three Months and Fiscal Year Ended October 31, 2010

11/22/2010 - Eaton Vance Corp. Announces Asset Purchase of Managed ETFs LLC

11/17/2010 - Eaton Vance Corp Fourth Quarter 2010 Earnings Conference Call Notification

11/15/2010 - Eaton Vance Corp. Scheduled to Present at the Bank of America Merrill Lynch Banking and Financial Services Conference

Oct 2010

10/20/2010 - Eaton Vance Increases Quarterly Dividend

10/14/2010 - Eaton Vance Corp Reports September 30, 2010 Assets Under Management

10/12/2010 - Eaton Vance Richard Bernstein Multi-Market Equity Strategy Fund Launches

10/06/2010 - Robert White to Head Eaton Vance Management International (Asia) Pte. Ltd

10/05/2010 - Eaton Vance Launches Option Absolute Return Strategy Fund

Sep 2010

09/30/2010 - Eaton Vance Executive Philanthropic in Fight Against Cancer

09/27/2010 - Eaton Vance Global Macro Absolute Return Fund Closing to New Investors

09/20/2010 - Eaton Vance Announces Launch of Global Macro Absolute Return Advantage Fund

09/13/2010 - Scott Ruddick named Head of Institutional Matthew Witkos to lead distribution across all channels globally

Aug 2010

08/18/2010 - Eaton Vance Corp. Report for the Three and Nine Month Periods Ended July 31, 2010

08/16/2010 - Board of Trustees of Eaton Vance Closed-End Funds Rejects Demands

08/11/2010 - Eaton Vance Corp. Third Quarter Earnings Conference Call Notification

Jul 2010

07/14/2010 - Eaton Vance Reports June 30, 2010 Assets Under Management

07/07/2010 - Eaton Vance Declares Quarterly Dividend

Jun 2010

06/25/2010 - Eaton Vance Tax-Advantaged Bond and Option Strategies Fund (EXD) Raises $200 Million in Initial Public Offering

06/21/2010 - Eaton Vance Provides Statement on Closed-End Fund Demand Letters and Lawsuits

May 2010

05/18/2010 - Eaton Vance Announces Transition Leadership for Institutional and International Distribution

Apr 2010

04/29/2010 - Duke Laflamme Transitions To Eaton Vance Investment Counsel

04/12/2010 - Eaton Vance Launches Short Term Real Return Fund

Feb 2010

02/24/2010 - Eaton Vance Corp. Names Pepijn Heins International Business Development Director

02/19/2010 - Eaton Vance Names New Municipal Bond Group Leadership Team

Jan 2010

01/08/2010 - Eaton Vance's 2009 Investor Survey Shows Investors are Pessimistic

 

Press Contacts


For general media inquiries (members of the media only) please contact: 

Robyn Tice

Director of Media Relations

617-672-8940

Email

Colleen Lavery

Senior Media Relations Associate

617-672-8995

Email

 

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