Eaton Vance Corp. - Company Capsule - PDF

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					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
				
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