Le Lézard
Classified in: Business

Eaton Vance Corp. Reports December 31, 2020 Assets under Management


BOSTON, Jan. 15, 2021 /PRNewswire/ -- Eaton Vance Corp. (NYSE: EV) today reported consolidated assets under management of $583.1 billion on December 31, 2020. This compares to $515.7 billion on October 31, 2020, the close of the Company's fourth fiscal quarter.











Assets under Management





(in billions)





December 31,


October 31,





2020


2020




By investment vehicle:







Funds

$           201.5


$       181.4




Institutional separate accounts

188.9


163.7




Individual separate accounts

192.7


170.6




  Total

$           583.1


$       515.7











By investment mandate:







Equity(1)

$           154.9


$       135.2




Fixed income(2)

77.1


73.3




Floating-rate income

30.2


28.9




Alternative(3)

7.6


7.4




Parametric custom portfolios(4)

202.2


176.4




Parametric overlay services

111.1


94.5




  Total

$           583.1


$       515.7











By investment affiliate:







Eaton Vance Management

$           168.5


$       154.4




Parametric

355.4


310.2




Atlanta Capital

28.7


24.9




Calvert 

30.5


26.2




  Total

$           583.1


$       515.7












(1) Includes balanced and other multi-asset mandates.  Excludes equity mandates reported as Parametric custom portfolios.



(2) Includes cash management mandates.  Excludes benchmark-based fixed income separate accounts reported as Parametric custom portfolios. 



(3) Consists of absolute return and commodity mandates.




(4) Equity, fixed income and multi-asset separate accounts managed by Parametric for which customization is a primary feature; other Parametric strategies may also be customized. 

Eaton Vance Corp. regularly reports assets under management as of the end of each fiscal quarter (January, April, July and October) and each calendar quarter.

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, Calvert and Hexavest, 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.

 

SOURCE Eaton Vance Corp.


These press releases may also interest you

at 23:16
Flash News: OKX Wallet Integrates with Side Protocol
OKX, a leading Web3 technology company, today announced the integration of Side Protocol with the OKX Wallet. Side Protocol is a cross-chain middleware protocol designed to enable seamless communication and asset transfer between heterogeneous...

at 23:05
Flash News: OKX Wallet Integrates with Bitrubo
OKX, a leading Web3 technology company, today announced the integration of Biturbo with the OKX Wallet. Bitrubo is an innovative layer 2 solution that brings the power of Ethereum's smart contracts to the Bitcoin network. Biturbo is designed as an...

at 22:45
SSR MINING SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: Kahn Swick & Foti, LLC Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against SSR Mining Inc. - SSRM
Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until May 17, 2024 to file lead plaintiff applications in a securities class action lawsuit against SSR Mining...

at 22:45
SHOALS TECHNOLOGIES SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Shoals Technologies Group, Inc. - SHLS
Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until May 21, 2024 to file lead plaintiff applications in a securities class action lawsuit against Shoals...

at 22:10
LNC INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Lincoln National Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit!
Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Lincoln National Corporation ("Lincoln National" or "the Company") and certain of its...

at 21:29
TSX Venture Exchange Stock Maintenance Bulletins
TSX VENTURE COMPANIES BULLETIN V2024-1211 ALPHAMIN RESOURCES CORP.  ("AFM")BULLETIN TYPE:  Declaration of DividendBULLETIN DATE:  April 26, 2024TSX Venture Tier 2 Company The Issuer has declared the following dividend: Dividend Amount per Common...

More news about Business...


News published on and distributed by: