Event Details
January 01, 2017
Description
EV has signed agreements with UBS and Envestnet for distribution of NextShares.
Participants (2)
| Name | Type | Mentions | |
|---|---|---|---|
| Envestnet | organization | 4 | View Entity |
| UBS | organization | 284 | 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 acquired Calvert Investments.
2016-11-17 • Unknown
Corporate announcements
2012-10-30 • Switzerland
Date of data source for charts
2012-06-18 • China
Date of UBS Subpoena Return listed in the index
2020-12-15 • Unknown
Date associated with UBS Subpoena Return listed in index
2020-12-15 • Unknown
Subpoena served on UBS (inferred from attachment name '2020-06-29,_subpoena_to_UBS.pdf' and text saying it was served 'last week').
2020-06-29 • Unknown
Issuance and mailing of a subpoena to UBS.
2020-06-29 • Southern District of New York
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