Eaton Vance is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. It provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through its distinct investment brands Eaton Vance Management, Parametric, Atlanta Capital, and Calvert, the Company offers a diversity of investment approaches, encompassing bottom-up fundamental active management, Responsible Investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Eaton Vance since 1924.

EVM

Fundamental active managers

History dating to 1924

Equity
Dividend/Global Dividend
Emerging/Frontier Markets
Equity Option
Global Developed
Global ex U.S.
Global ex U.S. Small-Cap
Global Small-Cap
Health Care
Large-Cap Core
Large-Cap Growth
Large-Cap Value
Multi-Cap Growth
Real Estate
Small-Cap
Small/Mid-Cap
Tax-Managed

Alternative
Currency
Global Macro
Hedged Equity

Multi-Asset
Asset Allocation
Balanced
Global Diversified Income
Multi-Asset Credit

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Floating-Rate Income
Floating-Rate Loan
Municipal Floating-Rate Loan

Taxable Fixed Income
Cash Management
Core Bond/Core Plus
Emerging-Markets Debt
Global
High Yield
Inflation-Linked
Investment-Grade Corporate
Mortgage-Backed Securities
Multisector
Preferred Securities
Short Duration
Taxable Municipal
Tax-Exempt Fixed Income

Municipal Income/Tax-Advantaged
Municipal Income
Floating Rate
High Yield
National
State-Specific
Opportunistic Municipal
Tax-Advantaged Bond


Parametric

Investment science in action

Founded in 1987

Systematic Equity
Dividend
Emerging Markets
Global
Global ex U.S.
Socially Responsible
Tax-Managed
U.S.

Options-Based
Absolute Return
Covered Calls
Defensive Equity
Dynamic Hedged Equity
Put-Selling

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Systematic Alternative
Commodity

Systematic Income
Enhanced Income

Portfolio Implementation
Centralized Portfolio Management
Custom Core™
Laddered Fixed Income

Overlay Services
Overlay Services


Atlanta Capital

Specialists in high-quality investing

Founded in 1969

Equity
Large-Cap Growth
Mid-Large Cap
Small-Cap
SMID-Cap

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Taxable Fixed Income
Core Bond
Intermediate Duration
Short Duration


Calvert

Global leader in Responsible Investing

History dating to 1976

Active Equity
Emerging Markets
Global ex U.S.
Global ex U.S. Small/Mid-Cap
Large-Cap
Mid-Cap
Small-Cap

Equity Index
Global Energy
Global ex U.S.
Global Water
U.S. Large-Cap Core
U.S. Large-Cap Growth
U.S. Large-Cap Value
U.S. Mid-Cap Core

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Alternative
Absolute Return Bond

Multi-Asset
Asset Allocation
Balanced

Floating-Rate Income
Floating-Rate Loan

Taxable Fixed Income
Core/Core Plus
Green Bond
High Yield
Long Duration
Short Duration/Ultra-Short

Tax-Exempt Income
Municipal