Nicole Anderes leaves Eaton Vance
- Eaton Vance Plans Major Focus on Separate Accounts. Hunter, Matthew // American Banker;1/29/2002, Vol. 167 Issue 19, p6
Reports the goal of Eaton Vance Corp. toward separate accounts. Amount of assets owned by the company; Assignment of wholesalers to separate account business; Advantages of separate accounts.
- Eaton Vance names executives to boost bank sales. Garmhausen, Stephen // American Banker;8/25/1998, Vol. 163 Issue 162, p8
States that Eaton Vance Distributors, a mutual fund company has added three bank sales executives to its business. Names of these executives includes Mark Carlson, Theresa Sheehan and Peter Skyes; Positions acquired by these executives; Number of bank wholesalers Eaton Vance has; Identification...
- Eaton Vance to stick with hub and spoke offering despite... Kapiloff, Howard // American Banker;3/5/1996, Vol. 161 Issue 43, p8
Reports that Eaton Vance Corporation has been unsuccessful with its `hub and spoke' fund structure in the United States. Reasons for lack of success; Banks that have used the approach; Statistics on hub portfolio assets.
- Eaton Vance says it doubled sales through banks in year. Garmhausen, Stephen // American Banker;3/26/1998, Vol. 163 Issue 58, p12
Presents information on the growth of sales for Eaton Vance Corporation. Information on an increase of equity fund assets; How tax managed funds minimized taxes; Comments from William M. Gillen, senior vice president of Eaton Vance; Information on Gillen.
- Big board, health care funds in Eaton Vance's plans. Kapiloff, Howard // American Banker;8/1/1996, Vol. 161 Issue 146, p15
Reports on Eaton Vance Corp.'s strategies to attract new investors to its stock and mutual fund portfolios. Application for stock listing on the New York Stock Exchange; Launching of a portfolio that invests in health care stocks in the United States and overseas.
- Eaton Vance to pay service fees to brokers. Holliday, Kalen // American Banker;9/1/1993, Vol. 158 Issue 168, p15
Reports on the decision of Eaton Vance Corp. to pay service fees or trail commissions to brokers who sell its mutual funds. Rates for Marathon Funds and selected limited-maturity funds; Expected modest sales growth.
- Bond fund specialist Eaton Vance revives a stock fund. Kapiloff, Howard // American Banker;5/21/1996, Vol. 161 Issue 97, p20
Reports that Eaton Vance Corporation, which is known for its tax-exempt bond funds, is promoting a `tax-efficient,' equity offering to capitalize on investors' demand for stock portfolios. Reopening of a growth and income fund, dormant for 30 years; Limiting of portfolio turnover by the fund;...
- A Lone Star Stampede. Fine, Jacob // Bond Buyer;2/13/2002, Vol. 339 Issue 31324, p1
Reports on the decision of Eaton Vance Management to de-register a state-specific Texas municipal bond fund. Merger of Texas Municipals Portfolio with the National Municipals Portfolio; Incentives for municipal bond funds investors; Imposition of personal income tax.
- New Eaton Fund Lets Families Dodge Estate Tax Hit on Up to $10K a Year. Burke, Jeanne // Bank Investment Consultant;Jul2000, Vol. 8 Issue 7, p24
Reports on Eaton Vance Corp.'s introduction of the Tax-Managed Young Shareholder Fund, a mutual fund that offers new means of making gifts to children, in the United States. Target clients of the fund; Strategies by the company to minimize taxes; Marketing plans.