Event Details
November 17, 2016
Description
EV acquired Calvert Investments.
Participants (1)
| Name | Type | Mentions | |
|---|---|---|---|
| Calvert Investments | person | 0 | View Entity |
Source Documents (1)
HOUSE_OVERSIGHT_014352.jpg
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.
Related Events
Events with shared participants
Planned distribution of EV's NextShares through UBS and Envestnet.
2017-01-01
The 2016 Future of Financials Conference was held.
2016-11-17 • Unknown
EV disclosed its F4Q AUM and C3Q/F4Q flows.
Date unknown • Unknown
EV has signed agreements with UBS and Envestnet for distribution of NextShares.
2017-01-01 • Unknown
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