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Articles tagged "Eaton Vance"


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James Gorman: 'Perfect fit.'

Morgan Stanley's Eaton Vance deal yields a golden nugget-- Parametric--and a means to own the direct-indexing super trend -- at a bargain $7 billion

The New York wirehouse bought $507 billion of AUM, but Seattle-based subsidiary Parametric, which has no equal in its category, is the key to the deal.

October 13, 2020 at 3:00 AM

Tom Faust: I thought it would be an hour commitment and we'd move on.

Eaton Vance leads a $40-million investment round in SigFig with an eye toward capturing some of its lightning to spark NextShares

For his millions, Eaton Vance's Tom Faust gets a seat at the SigFig table, which he hopes his firm can leverage

May 26, 2016 at 8:18 PM

Justin Carbonneau: Even though we're active, we always make changes on a Friday and it's a 28-day-cycle and we're changing 10% of the portfolio each month.

Fleet-footed RIAs storm into the active ETF market as fund giants tie pretzel dough

Front-running is real concern for the likes of American Funds or Fidelity Investments but not for little guys with no track records

May 11, 2015 at 7:32 PM

Ben Johnson: The bigger risk is to not participate.

An outflow-plagued American Funds holds its ETF fire until it can resolve the vehicle's front-running exposure, which defies a resolution

Edward Jones and other legacy American customers consider ETFs a niche solution to a main portfolio -- lessening the urgency for change

February 10, 2015 at 9:57 PM

Anthony Rochte:  We're not trying to build a passive-ETF business.

Why Fidelity's Anthony Rochte could still laugh best in the ETF game -- despite a late, late start

The Boston fund giant, with its hired gun ETF czar, has an outside shot at jumping from laughing stock also-ran in ETFs to first-mover if it pulls off its deep-in-the-rockies launch of active ETFs

October 25, 2013 at 3:20 AM

Richard Bernstein: This is the world’s greatest story – U.S. small caps.

Former Merrill Lynch analyst tells RIAs to steer clear of emerging markets

Richard Bernstein sees Greece as the tip of the iceberg

June 24, 2011 at 2:50 PM

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