DCIO & Sub-Advisory Services

As one of the most experienced investment management firms in America, Eaton Vance has extensive experience working with financial institutions and providers of defined contribution plans, variable annuities and other investment vehicles.

We understand the individual needs of each enterprise, and we recognize the value of a collaborative approach in accomplishing their specific objectives. We offer complete solutions tailored to the requirements of each provider, through a broad array of investment products, strategies and sub-advisory capabilities, and we provide comprehensive client services along with collaborative marketing and sales support.

Access to a full range of investment capabilities

Our clients have access to the full range of Eaton Vance’s investment expertise across the equity, fixed-income and bank loan asset classes. We can customize solutions for virtually any type of product, from mutual funds to collective trusts. For retirement plan providers, Eaton Vance also has a presence on all the major defined contribution platforms.

Our commitment to exemplary client service

We seek to deliver exemplary service by emphasizing easy communication, approachability and fast turnaround, so you can be confident your service requests will be met on time and in good order. Our client service team offers a convenient single point of contact for the entire Eaton Vance organization, from operations and portfolio management to compliance and marketing. We provide everything from annual investment/compliance due diligence information to reporting matched to your standing monthly, quarterly and annual schedules – all customized to your specific requirements.

A collaborative approach to sales and marketing

To support your sales and marketing efforts, we assign an external and an internal wholesaler, who will focus on creating a collaborative partnership with your firm’s sales team. If you are a defined contribution plan provider, our wholesalers are available to accompany your sales team and provide in-depth insights into our investment strategies and customized products. If you seek more value-added support, we can provide a range of options—from seminar presentations on topical issues such as politics and taxes, to wholesaler tips and education offered through our Advisor Institute. Whatever your specific need, we want you to feel that we are fully engaged as your business partner and committed to helping you grow your business.

Sean P. Kelly, CFA
Vice President
Managing Director
617-672-8802
skelly@eatonvance.com

David Michaud, CFA, CFP
Vice President
Director
617-672-8869
dmichaud@eatonvance.com

DCIO & Sub-Advisory Coverage Map

Before investing in any Eaton Vance fund, prospective investors should consider carefully the fund's investment objective(s), risks, and charges and expenses. For open-end mutual funds, the fund's current prospectus contains this and other information about the Fund. To obtain a fund prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. Read the prospectus carefully before you invest or send money. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.

The information on this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Publication details: 2009-11-19 11:31