Displaying 35 results
Morgan Stanley targets $10 trillion in AUM: Gorman
The wirehouse reported new records for net new assets of $105 billion, up 43% from the end of December and an increase of 183% from the same period a year earlier. 'My target is $10 trillion of money under management,' said CEO James Gorman. 'I've told the team internally, they hate that.'
It’s final: Morgan Stanley owns Eaton Vance
CEO James Gorman says the acquisition advances the wirehouse's 'transformation’ by adding fee-based business.
Tesla FOMO puts focus on direct indexing
The electric car maker is about to join the S&P, but investors in S&P 500 index funds have missed a huge rally in the company’s shares
Eaton Vance completes takeover of $2.3 billion WaterOak
Assets of the Florida-based RIA were acquired by Eaton Vance Investment Counsel
Trump tax cut sets off boom in taxable munis
Once sleepy corner of municipal bond market has seen issuance double this year
Bank-heavy ETFs see brisk demand amid rising interest rates
A steeper yield curve can help banks earn more on the money they lend out.
Muni funds take on water as rates rise
Long durations, low credit quality spell trouble.
Seeing green, asset managers ramp up purchases of ESG shops
Eaton Vance, Goldman Sachs, FOLIOfn among those firms going for goodness.
Eaton Vance to buy Calvert Investments
Acquisition of $12.3B social investment manager marks big step into the ESG market.
Eaton Vance fund loads up on cash after making 15% during bond rally
Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney
UBS to offer NextShares exchange-traded managed funds
Firm also plans to enter into an agreement with NextShares to develop and launch their own version of these hybrid funds.
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
Broker-sold fund companies lag since new regulation released.
Eaton Vance’s NextShares fund meets critical reviews
Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.
Pimco and Eaton Vance funds hit unsuspecting investors with big capital gains
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
NextShares wins its first adviser platform partner with Envestnet
Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.
Massachusetts’ Galvin to investigate alternative fund sales by advisers
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
Eaton Vance’s NextShares gets its first custodian on board
FOLIOfn Investments said it plans to offer the exchange-traded managed funds when they start trading.
Precidian goes back to SEC for approval of active ETF plan
A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.
SEC denies active ETF proposal as NextShares launches salvo against competitors
Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.
United Capital pivots away from mutual funds to proprietary asset management program
Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.
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