Eaton Vance Corp.
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Eaton Vance Corp. - Company Capsule
Reference Code: FS0035CC
Published Date: April 2011
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Eaton Vance Corp. - Company Capsule Page 1
Eaton Vance Corp.
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Eaton Vance Corp. - Company Overview
Eaton Vance Corp. (Eaton Vance) is an investment management company. The company is an investment manager
which provides counseling, investment management services to individuals and corporate customers. Eaton Vance
provides mutual funds, investment counsel services, institutional services, closed-end funds, managed accounts, offshore
funds, variable trust funds and real estate investment services to its customers. The company also provides charitable
giving and international services. Eaton Vance principally operates in the US. The company’s key subsidiaries include
Eaton Vance Distributors, Inc., Eaton Vance Investment Counsel, Eaton Vance Management, Eaton Vance Acquisitions,
Atlanta Capital Management Company, LLC, Fox Asset Management LLC, Parametric Portfolio Associates LLC. The
company is headquartered in Boston, Massachusetts, US.
Financial Performance
The company reported revenue of US$1121.66 million during the fiscal year ended 2010. The company's revenue grew at
a CAGR of 1.17% during the period 2008-2010 with a year on year growth of 25.98% over fiscal year 2009. During the
fiscal year 2010, its operating margin was 31.5% as against the operating margin of 25.98% in fiscal year 2009. During
the fiscal year 2010, the company registered a net margin of 15.54% as against the net margin of 14.61% in the fiscal
year 2009.
Eaton Vance Corp. - Key Facts
Eaton Vance Corp., Key Facts
255 State Street, Boston,
Massachusetts (MA), 02109, Ticker Symbol, Stock
Corporate Address: EV (New York Stock Exchange)
Exchange
United States
Telephone + 1 617 4828260 No. of Employees 1,094
Fax + 1 617 4822396 Financial Year End October
URL www.eatonvance.com Revenue (in USD Million) 1,121.66
Industry Financial Services
Locations United Kingdom, United States
Source: Annual Report, Company Website, Primary and Secondary Research
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Eaton Vance Corp. - Company Capsule Page 2
Eaton Vance Corp.
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Eaton Vance Corp. - Major Products and Services
Eaton Vance Corp. is engaged in managing investment funds and providing investment management and counseling
services to rich individuals and institutions. The company’s key services include the following:
Eaton Vance Corp., Major Products and Services
Services:
Mutual Funds
Investment Counsel services
Managed Accounts
Offshore Funds
Charitable Giving
Institutional Services
Closed-End Funds
Variable Trust Funds
International Services
Real Estate Investment services
Source: Annual Report, Company Website, Primary and Secondary Research
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Eaton Vance Corp. - Company Capsule Page 3
Eaton Vance Corp.
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Eaton Vance Corp. - Key Competitors
The following companies are the major competitors of Eaton Vance Corp.:
The Vanguard Group, Inc.
The Bank of New York Mellon Corporation
AllianceBernstein Holding L.P.
BlackRock, Inc.
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Eaton Vance Corp. - Company Capsule Page 4
Eaton Vance Corp.
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Eaton Vance Corp. - Key Employees
Eaton Vance Corp., Key Employees
Name Job Title Board Level Since Age
Richard Spillane Director Non Executive Board 2009 58
Ann E. Berman Director Non Executive Board 2006 57
Dorothy E. Puhy Director Non Executive Board 2006 58
Chief Equity Investment Officer,
Duncan W. Richardson Executive Board 2008 52
Executive Vice President, Director
Vice President, Chief Legal Officer,
Frederick S. Marius Senior Management 2008 46
Secretary
Chief Administrative Officer, Vice
Jeffrey P. Beale Senior Management 1999 53
President
Vice President, Chief Accounting
Laurie G. Hylton Senior Management 1997 43
Officer
Leo I. Higdon Director Non Executive Board 2000 63
President - of Eaton Vance Distributors,
Matthew J. Witkos Senior Management 2007 43
Inc.
Vice President, Treasurer, Chief
Robert J. Whelan Senior Management 2007 48
Financial Officer
Chief Executive Officer, President,
Thomas E. Faust Executive Board 2007 52
Chairman
Winthrop H. Smith, Jr. Director Non Executive Board 2004 60
Source: Annual Report, Company Website, Primary and Secondary Research
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Eaton Vance Corp. - Company Capsule Page 5
Eaton Vance Corp.
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Eaton Vance Corp. - Locations and Subsidiaries
Head Office
Eaton Vance Corp.
255 State Street
Boston
Massachusetts (MA)
Zip: 02109
United States
Tel: + 1 617 4828260
Fax: + 1 617 4822396
Other Locations & Subsidiaries
Eaton Vance Corp., Subsidiaries
Atlanta Capital Management Company, LLC Boston Management and Research
United States United States
Eaton Vance Acquisitions Eaton Vance Distributors, Inc.
United States United States
Eaton Vance Investment Counsel Eaton Vance Management
United States United States
Eaton Vance Management (International) Limited Fox Asset Management LLC
United Kingdom