Our Mission and Values

Eaton Vance strives to be the premier investment management organization


We seek to provide superior performance, top-quality service and value-added strategies across a range of investment disciplines and distribution channels. We seek to provide an attractive work environment and fulfilling careers for our dedicated employees.

Through the success of clients and associates, we thereby seek to build long-term shareholder value.

Integrity

  • Is honest in word and deed.
  • Adheres to the company's code of ethics, industry standards of business conduct and applicable law.
  • Deals fairly and forthrightly with clients, colleagues and business partners.

Teamwork

  • Communicates openly and collaborates with others to achieve shared goals.
  • Enhances the work experience of colleagues.
  • Supports workforce diversity and an inclusive work environment.

Creativity/Adaptability

  • Develops business opportunities and process improvements.
  • Is open and adaptable to change.
  • Works to achieve personal development.

Professionalism

  • Demonstrates maturity, dedication and a strong work ethic.
  • Behaves appropriately; is respectful of clients, colleagues and business partners and uses the company's resources wisely.
  • Responsible citizen of the communities in which we live and work.

Client Focus

  • Meets or exceeds client performance expectations.
  • Places the interests of clients first.

Excellence

  • Achieves outstanding results for clients and shareholders.
  • Advances the record and reputation of Eaton Vance as an industry leader.

Our Clients are as Varied as Our Solutions

Eaton Vance and its affiliates offer a wide range of investment strategies and wealth management solutions.

Individual Investors

Eaton Vance provides a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the retirement savings, lifetime income and other needs of individual investors in the United States. Unique among major fund sponsors, Eaton Vance offers a full spectrum of equity, income and alternative funds designed to meet the particular needs of taxpaying investors. Outside the U.S., we serve individual investors principally through Ireland and Cayman Islands–based fund families.

Institutional Investors

We offer a range of equity, income and alternative strategies to institutional investors, both in the U.S. and internationally. Our clients include corporate, public and Taft-Hartley Act retirement plans, foundations and endowments, settlement trusts, and sovereign wealth funds located across the Americas, Europe, the Middle East and the Asia-Pacific regions. We also provide subadvisory services to investment funds of other sponsors.

High-Net-Worth and Family Office Investors

Eaton Vance Investment Counsel (EVIC) offers customized financial guidance and wealth management solutions to high-net-worth individuals and their families, as well as to endowments and foundations. Parametric, an Eaton Vance affiliate, is a leading provider to the family office market of core equity portfolios seeking to outperform client-specified benchmarks on an after-tax basis using active tax management.

Financial Professionals

Eaton Vance is committed to providing financial advisors with the investment solutions and market intelligence they need to help meet their clients’ goals — while offering practice management tools to help build their businesses. Our network of field representatives covers national, regional and independent broker-dealer firms, registered investment advisors, banks, insurance companies and private wealth managers, across the U.S. and internationally.