Eaton Vance AUM Explained in Simple Terms

Eaton Vance's Assets Under Management (AUM) have been steadily increasing over the years, reaching $658 billion in 2020.

This growth is a testament to the company's ability to adapt to changing market conditions and meet the evolving needs of its clients.

Eaton Vance's AUM have been influenced by a combination of factors, including the company's strategic acquisitions and the overall performance of its investment products.

One notable example is the company's acquisition of Calvert Investments, which significantly expanded its AUM in the socially responsible investing space.

Eaton Vance's AUM are managed by a team of experienced investment professionals who use a range of investment strategies to generate returns for clients.

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Eaton Vance Corp. had $583.1 billion in assets under management as of December 31, 2020.

This represents a significant increase from the $515.7 billion in assets under management as of October 31, 2020.

The majority of Eaton Vance's assets under management are in the form of funds, with $201.5 billion in funds and $192.7 billion in individual separate accounts.

Eaton Vance's assets under management are also broken down by investment mandate, with $154.9 billion in equity, $77.1 billion in fixed income, and $30.2 billion in floating-rate income.

Here's a breakdown of Eaton Vance's assets under management by investment affiliate:

These figures demonstrate the significant growth and diversification of Eaton Vance's assets under management across various investment affiliates and mandates.

Eaton Vance AUM has a diverse range of assets under management, with a total of $434 billion in assets as of 2020.

The company's assets are comprised of a variety of funds, including its flagship funds, which have been around since 1924.

Eaton Vance's funds cover a range of asset classes, including equities, fixed income, and alternatives.

The company's fixed income funds have a strong track record, with some funds dating back to the 1970s.

Eaton Vance's alternative funds, such as its hedge fund platform, have also seen significant growth in recent years.

The company's assets under management have grown steadily over the years, with a compound annual growth rate of 12% from 2015 to 2020.

This growth can be attributed to the company's strong investment performance and its ability to adapt to changing market conditions.

Curious to learn more? Check out: Eaton Vance Enhanced Equity Income