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Extraction Summary
1
People
9
Organizations
0
Locations
4
Events
5
Relationships
1
Quotes
Document Information
Type:
Financial conference document / research note
File Size:
Summary
This document is a Bank of America Merrill Lynch financial research note from the '2016 Future of Financials Conference' dated November 17, 2016. It analyzes the company 'EV' (likely Eaton Vance), detailing its Q4 assets under management ($336.4B), its recent acquisition of Calvert Investments, and its market position with NextShares ETMFs. The note also discusses the potential impacts of the DOL Fiduciary Rule and changes in corporate tax rates on the company's earnings. NOTE: The document provided is a financial analysis and is not related to Jeffrey Epstein.
People (1)
| Name | Role | Context |
|---|---|---|
| EV management | Management |
Mentioned in the context of their thoughts on the DOL Fiduciary Rule and the industry's direction.
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Organizations (9)
| Name | Type | Context |
|---|---|---|
| Bank of America Merrill Lynch |
Author/publisher of the research document, as indicated by the logo and source line.
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| EV |
The subject company of the analysis, likely Eaton Vance. The document discusses its AUM, acquisitions, products (Next...
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| Calvert Investments |
A company recently acquired by EV, noted as a leader in ESG (socially responsible) investing with ~$12B AUM.
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| Waddell and Reed |
A company that also launched NextShares products, competing with EV in the non-transparent active ETF market.
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| Folio |
A broker/distributor through which NextShares are available.
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| Interactive Brokers |
A broker/distributor through which NextShares are available.
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| UBS |
Mentioned as a future distributor for EV's NextShares, with a distribution deal signed for 2017.
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| Envestnet |
Mentioned as a future distributor for EV's NextShares, with a distribution deal signed for 2017.
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| DOL (Department of Labor) |
Mentioned in relation to its Fiduciary Rule and its potential impact on the financial industry.
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Timeline (4 events)
17 November 2016
2016 Future of Financials Conference, where this document was likely presented.
October (prior to Nov 2016)
Waddell and Reed launched 3 of their own NextShares products.
Recent (prior to Nov 2016)
EV's acquisition of Calvert Investments.
EV
Calvert Investments
Relationships (5)
EV
→
Acquirer/Acquired
→
Calvert Investments
EV also commented on their recent acquisition of Calvert Investments.
Both companies have launched NextShares products, making up the total of 6 in the market.
EV signing on UBS and Envestnet for distribution in 2017.
EV signing on UBS and Envestnet for distribution in 2017.
The document is a research note by Bank of America Merrill Lynch analyzing the company EV.
Key Quotes (1)
"management thinks that whatever happens to the DOL Fiduciary Rule (delay, modify, etc.), the industry has already been shifting in a fiduciary direction, and they expect that to continue"Source
HOUSE_OVERSIGHT_014352.jpg
Quote #1
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