Eaton Vance provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through principal investment affiliates Eaton Vance Management, Parametric, Atlanta Capital, Hexavest and Calvert, the Company offers a diversity of investment approaches, encompassing bottom-up and top-down 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. For more information, visit eatonvance.com.
OTHER: Portfolio implementation overlay services; Centralised portfolio management implementation.
Eaton Vance affiliates operate independently, but share an enduring commitment to independent thinking, innovation and investment excellence. At the affiliate level, approaches to investing are fully consistent with their respective investment beliefs.
Eaton Vance Management is a fundamental active manager of equity, income, alternative and multi-asset strategies.
Parametric provides systematic investment strategies and custom portfolio solutions built on a foundation of investment science.
Hexavest are global equity managers utilizing a contrarian, top-down approach.
Calvert Research and Management is a global leader in responsibly invested equity, income, alternative and multi-asset strategies.
The market views held by investment teams will vary by the investment strategies of our different affiliates. We publish regular market views and thought leadership pieces as white papers, blog posts, asset-class specific market monitors and videos.
To find out more, please visit: https://www.eatonvance.nl/
Eaton Vance strives to be the premier investment management organisation. We seek to provide clients with superior performance, top quality service and value-added products 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.
Eaton Vance’s six core values are the cornerstones of our culture, guiding how we conduct our business and how we interact with one another each day.
· Integrity
· Professionalism
· Teamwork
· Client Focus
· Creativity/Adaptability
· Excellence
Fee structures will vary depending on the asset class, the complexity and type of mandate (pooled vehicles/segregated accounts) as well as by the amount of assets invested.
This material is issued by Eaton Vance Management (International) Limited ("EVMI") who is authorised and regulated in the United Kingdom by the Financial Conduct Authority. This material does not constitute an offer or solicitation to invest in the strategy mentioned herein. Past performance is not a reliable indicator of future results. Investment return and principal value will fluctuate. Performance is for the stated time period only; due to market volatility, the strategy's performance may be lower or higher than quoted. This communication and any investment or service to which it may relate is exclusively intended for persons who are Professional Clients or Eligible Counterparties for the purposes of the FCA Rules. This communication is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.