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Eaton Vance Corp.

PRI reporting framework 2017

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Eaton Vance Corp. (“EVC”) is a leading global asset manager whose history dates to 1924. It established its reputation as an investment manager by offering clients a conservative approach to managing money and an uncompromising commitment to integrity and quality. Today, Eaton Vance continues to build on the legacy of investment excellence, distribution strength and product innovation inherited from our predecessors.

On December 30, 2016, EVC completed its purchase of substantially all of the business assets of Calvert Investment Management, Inc. by Calvert Research and Management (“Calvert”, "CRM"), a newly formed Eaton Vance subsidiary.

CRM’s purchase of the assets of Calvert Investments, Inc. included all technology, know-how, intellectual property and the Calvert Research System and processes.  CRM also became the successor investment manager to the registered investment management companies that Calvert Investments, Inc. had been manager of prior to the transaction.  In addition, CRM hired the vast majority of the employees that were part of Calvert Investments, Inc.’s sustainability research department.  As a result, references related to the activity of Calvert Investments, Inc. prior to the purchase of its assets on December 30, 2016, are deemed herein to be the activity of CRM.

Where applicable, EVC has reported across the entire corporation and in the event that one or more of our subsidiaries has done work on responsible investment, we have incorporated that into our responses. Since Calvert has been a leader in responsible investment for many years and we are a recent PRI signatory, many of our responses across the framework address Calvert’s work in this area.

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OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

1548 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.2. List your subsidiaries that are separate PRI signatories and indicate if you would like to report their RI activities in your organisation’s consolidated report.

Name of PRI signatory subsidiary

(Up to six subsidiaries may be reported)

RI implementation reported here
on a consolidated basis
          Calvert Research and Management
        
          
        
          
        
          
        
          
        
          
        

03.3. Additional information. [Optional]

EVC’s affiliates: Eaton Vance Management, Parametric Portfolio Associates LLC ("Parametric"), and Atlanta Capital Management Company LLC ("Atlanta Capital") are not signatories in their own right. Calvert Research and Management ("CRM" or "Calvert"), an indirect wholly-owned subsidiary of Eaton Vance Corp, purchased the assets of Calvert Investments, Inc on December 30, 2016.

CRM will be completing its own filing. Calvert Investments, Inc. was a signatory to PRI. Calvert  Investments, Inc. has been an original signatory to PRI since 2006.


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

Assets above represent Eaton Vance Corp and its affiliates:

Eaton Vance Management (41% of total AUM)

Calvert Research and Management (3% of total AUM)

Parametric (50% of total AUM)

Atlanta Capital (6% of total AUM)


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 48 <10% 1
Fixed income 10-50% 28 0 0
Private equity <10% 0.003 <10% 0.005
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities <10% 3 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance <10% 0.002 <10% 0.01
Cash 0 0 0 0
Other (1), specify 10-50% 20 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified

          Alternatives
        

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

The AUM reported represents Eaton Vance Corp. and its affiliates.

Where applicable, EVC has reported across the entire corporation and in the event that one or more of our subsidiaries has done work on responsible investment, we have incorporated that into our responses. Since Calvert has been a leader in responsible investment for many years and we are a recent PRI signatory, many of our responses across the framework address Calvert’s work in this area.

It should be noted that Calvert represents 3% of EVC’s total AUM.


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
47 SSA
4 Corporate (financial)
48 Corporate (non-financial)
1 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds

New selection options have been added to this indicator. Please review your prefilled responses carefully.

08.1. Provide a breakdown of your organisation’s externally managed assets between segregated mandates and pooled funds.

Asset class breakdown
Segregated mandate(s)
Pooled fund(s)
[a] Listed equity
[f] Private equity
[m] Inclusive finance
Total externally managed assets
Please ensure the entire table
(both columns combined)
totals to 100%

08.2. Additional information. [Optional]


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

 

 

Developed Markets

 

 

Emerging, Frontier and Other Markets

Total
100%

09.2. Additional information. [Optional]


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