We bring institutional clients seasoned experience in fundamental bottom-up and top-down investing, global macro investing, rules-based investing and responsible/ESG investing.

Fixed Income

Active management, in-depth fundamental research and downside risk management are at the core of our fixed-income approach. Specialized sector teams calibrate risk and reward as we strive to meet the unique objectives of each institutional client.


We offer actively managed US, international and global equity strategies that include top-down and bottom-up approaches for a full range of market capitalisation and investment styles. Our equity approach is centred on pursuing risk-adjusted long-term performance to help institutions meet their objectives.

Equities | Markets and Economy

Quarterly Equity Outlook - October 2021

Picture of Edward J. Perkin, CFA

Article published byEdward J. Perkin, CFA

Chief Investment Officer


Eaton Vance Management


Alternatives can play a powerful role in institutional portfolios, as they offer the potential to enhance diversification, lower portfolio volatility, provide incremental income and improve risk-adjusted performance. We offer absolute return strategies, a commodity strategy and option overlay strategies.