Relationship Details
NextShares
→
Distribution channel
→
Folio
Connected Entities
Entity A
NextShares
Type: person
Mentions: 0
Entity B
Folio
Type: organization
Mentions: 22
Also known as: Portfolio, Conde Nast Portfolio, Portfolio Companies, Portfolio Company, Sprout Healthcare Technology Portfolios, Portfolio Media, Inc
Evidence
...they are only available through Folio and Interactive Brokers.
Source Documents (1)
HOUSE_OVERSIGHT_014352.jpg
Financial Conference Document / Research Note
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.
Relationship Metadata
Type
Distribution channel
Relationship Strength
5/10
Medium strength relationship
Source Documents
1
Extracted
2025-11-19 13:45
Entity Network Stats
NextShares
1 relationships
Folio
6 relationships
Mutual connections
0
Discussion 0
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