{"name":"Eaton Vance","domain":"eatonvance.com","url":"https://optimly.ai/brand/eaton-vance","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Investment management firm offering equity, fixed income, liquidity, alternative investment, multi-asset and digital asset capabilities.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"description","label":"Description","shape":"text","content":"Eaton Vance provides investment capabilities and products across equities, fixed income, liquidity, alternative investments, solutions and multi-asset strategies, and digital assets. Its offerings include mutual funds, ETFs and ETPs, registered alternatives, separately managed accounts, money market funds, liquidity funds, variable insurance funds, closed-end funds and term trusts, and model portfolios.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"}]},{"header":"Identity","sections":[{"key":"website","label":"Website","shape":"text","content":"https://eatonvance.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, educational and solutions-oriented.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps investors and advisors access diversified investment strategies, liquidity solutions, alternative investments, tax-aware strategies and cryptocurrency exposure.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Equities, including global equity strategies\nFixed income across global fixed income markets\nLiquidity investments for income, liquidity and capital preservation\nAlternative investments, including private equity, private credit, real estate, infrastructure and hedge funds\nSolutions and multi-asset strategies with customized investment and tax control\nDigital asset and cryptocurrency investment solutions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Mutual funds\nETFs and ETPs\nRegistered alternatives\nSeparately managed accounts\nMoney market funds\nLiquidity funds\nVariable insurance funds\nClosed-end funds and term trusts","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Investment management and financial services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Financial advisors, institutional investors and capital seekers.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Financial advisors and institutional investors seeking investment products and customized strategies across public markets, liquidity, alternatives, tax-aware investing and digital assets.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Building equity portfolios with global reach and local expertise\nInvesting across global fixed income markets\nMeeting income, liquidity and capital preservation needs\nAccessing private equity, private credit, real estate, infrastructure and hedge fund solutions\nCustomizing investment strategies and managing investment taxes\nGaining cryptocurrency exposure through exchange-traded solutions\nSupporting advisors with market education, tax tools and client-conversation resources","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Greater access to diversified investment strategies\nIncome, liquidity and capital preservation\nGreater control over investments and taxes\nGreater clarity, oversight and portfolio integration for digital asset exposure\nSupport for advisors in attracting clients and deepening client conversations","source_type":"1p_website","source_label":"Brand's website","source_url":"https://eatonvance.com","updated_at":"2026-11-07T05:26:28.612291+00:00"}]}],"last_refreshed_at":"2026-11-07T05:26:28.649743+00:00","last_changed_at":"2026-11-07T05:26:28.656072+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=fb7a4a09-788c-485e-a9c9-d9b660392e4f"}