Investment management is our only business.

At Eaton Vance, our sole purpose is to manage investment assets — so we can focus on what our clients have engaged us for at all times. We are not subject to the changing priorities of a parent company with many subsidiaries. We make strategic business decisions that are good for our clients, not simply good for a larger entity’s bottom line.

Our ownership structure means we control our firm’s destiny.

We are a publicly traded company, with our most senior managers holding all voting shares. This not only aligns our interests with our clients’, but also allows us to be nimble as we identify new managers to bring on board and new opportunities to design strategies that address client needs.

Our broad range of investment strategies serves the needs of institutional investors.

Diversification and risk management are more important than ever for institutions that need to meet their objectives. From unique strategies for managing the volatility of global markets to innovative approaches to address the prospect of a rising interest rate environment, we help institutions build portfolios designed for the outcomes they require.

Our investment managers bring their specialized expertise to bear in an environment of independence.

Our institutional strategies are managed by proprietary and affiliated teams, each following its own approach. We bring clients seasoned experience in bottom-up fundamental investing and top-down macro investing, as well as engineered portfolio solutions.

We are committed to serving institutions and meeting their mandates.

Eaton Vance has been serving institutional investors for more than 75 years. We are committed to addressing the needs and concerns of institutions with our investment strategies as well as our dedicated teams of service professionals.

Our Team

Eaton Vance is focused on helping clients diversify risk as the markets evolve. We anticipate and respond to the evolving needs of our clients, delivering customized solutions, exemplary service, and innovative strategies.

Susan Brengle

Managing Director, Institutional

Brad Thomas

Director of Global Consultant Relations

Joe Furey

Director of Institutional Business Development,

Charles Turgeon, CFA

Director of Institutional Business Development

Our Institutional Strategies


Eaton Vance Atlanta Capital Parametric Hexavest


High Yield


Global High Yield


Floating-Rate Loans


Emerging Markets Debt Opportunities


Multisector Bond


Multi-Asset Credit


Investment-Grade Corporate


Core/Core Plus


Intermediate Duration


Preferred Securities






Cash Management/Short Duration


Mortgage-Backed Securities



Global Macro


Multi-Strategy Absolute Return




Global Tactical Asset Allocation





Centralized Portfolio Management


Enhanced Income


Policy Overlay


Specialty Index


Custom Core™



Global — All Country


Global — Developed


Global Ex-U.S.


Global Small-Cap


International Small-Cap


Large-Cap/Focused Value


Large-Cap/Focused Growth


Large-Cap Core


Dividend/Global Dividend


Mid-Cap Growth


Mid-Large Cap Growth


Small-Cap Core


SMID-Cap Core




Emerging Markets


Defensive Equity


Hedged Equity



Absolute Return


Covered Calls


Dynamic Hedged Equity