EATON VANCE MANAGEMENT

https://www.linkedin.com/company/eaton-vance/ • BOSTON, MA • Investment Advisor How do I update this listing?

Eaton Vance Management is based out of Boston. Eaton Vance Management is a large advisory firm with 44007 clients and discretionary assets under management (AUM) of $99,829,291,099 (Form ADV from 2019-02-21). Their last reported 13F filing for Q1 2019 included $43,576,227,000 in managed 13F securities and a top 10 holdings concentration of 21.03%. Eaton Vance Management's largest holding is Amazon.com Inc. with shares held of 805,718. Whalewisdom has at least 92 13F filings, and 218 13G filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $43.576 Billion
  • Prior Market Value $38.492 Billion
  • New Purchases91 stocks
  • Additional Purchases430 stocks
  • Sold out of27 stocks
  • Reduced holdings in416 stocks
  • Top 10 Holdings % 21.03 %
  • Turnover % [1]:9.56%
  • Turnover Alt % [2]: 5.52 %
  • Time Held Top20:13.10 quarters
  • Time Held Top10:11.90 quarters
  • Time Held All:24.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 8.95%
Performance Last 4 Quarters: 11.22%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR/A (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
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  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR/A (Subscription required)
  • 2008-03-31 - 13F-HR/A (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR/A (Subscription required)
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  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
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  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
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  • 2001-12-31 - 13F-HR (Subscription required)
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  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
ATLANTA CAPITAL MANAGEMENT CO L L C
PARAMETRIC PORTFOLIO ASSOCIATES LLC

View Last Form Adv Compilation Report on Record

EATON VANCE MANAGEMENT
Classified as Hedge Fund
TWO INTERNATIONAL PLACE
BOSTON MA    02110
Country: United States
Business Phone: 617-482-8260
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company,Related Advisor
Form of Organization: Other (specify) BUSINESS TRUST
Organized in: MA
Number of employees: 842
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees,PERCENTAGE OF PORTFOLIO INCOME
Amount of client funds and securities: 10,680,100,000
Total Number of Clients: 44007
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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EATON VANCE MANAGEMENT

ownership team - last updated 2019-02-21
Name Title Start Date Direct/Indirect % Ownership
FAUST, THOMAS, E. CEO, PRESIDENT 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 1996-12-01
HEXAVEST INC. TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 1996-12-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2003-09-01
EATON VANCE MANAGEMENT CEO, PRESIDENT direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CEO, PRESIDENT direct 2007-11-01
EATON VANCE INVESTMENT COUNSEL EXECUTIVE VICE PRESIDENT direct 2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-03-30
EATON VANCE MANAGEMENT CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-08-08
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
EATON VANCE INVESTMENT COUNSEL CIO, EXECUTIVE VICE PRESIDENT direct 2004-07-01 2007-04-25
PPA ACQUISITION CORP. MANAGER direct 2003-09-01 2014-01-28
EATON VANCE INVESTMENT ADVISORS PRESIDENT direct 2016-09-01 2016-09-15
EATON VANCE INC. SOLE TRUSTEE OF EVM 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EATON VANCE MANAGEMENT direct 1992-08-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVBT, EVM AND EVCBT indirect 2002-02-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM AND EVCBT indirect 2002-02-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM indirect 2004-03-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM AND EVCBT indirect 2004-03-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, EVBT, AND EVCBT direct 2002-02-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, AND EVCBT direct 2002-02-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, AND EVCBT direct 2004-03-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM direct 2004-07-01
PPA ACQUISITION CORP. SOLE TRUSTEE FOR EVM, EVCBT AND EVBT indirect 2001-01-01
HEXAVEST INC. SOLE TRUSTEE OF EATON VANCE MANAGEMENT indirect 2004-03-01
EATON VANCE INVESTMENT COUNSEL SOLE TRUSTEE OF EVM direct 2004-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED OWNER direct 2001-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED SOLE TRUSTEE OF EATON VANCE MANAGEMENT indirect 1992-08-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED OWNER direct 2001-06-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE OF EATON VANCE INVESTMENT ADVISORS direct 2016-09-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE OF CALVERT RESEARCH AND MANAGEMENT direct 2016-09-01
EATON VANCE CORP. ("EVC") EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM") 07/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
HEXAVEST INC. SHAREHOLDER indirect 1990-10-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED WHOLLY OWNS EVM indirect 1990-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED WHOLLY OWNS EVM indirect 1990-10-01
PARAMETRIC RISK ADVISORS LLC EVC WHOLLY OWNS EVA indirect 2001-01-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVA indirect 2001-01-01
BOSTON MANAGEMENT AND RESEARCH EVC, A CORPORATION, WHOLLY OWNS EVM indirect 2004-07-01
EATON VANCE MANAGEMENT EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM") direct 2004-07-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. EVC, A CORPORATION, WHOLLY OWNS EVA indirect 2004-07-01
HEXAVEST INC. SHAREHOLDER indirect 2004-07-01
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION, WHOLLY OWNS EVIC indirect 2008-05-01
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION WHOLLY OWNS EATON VANCE INVESTMENT COUNSEL direct 2008-05-01
HEXAVEST INC. SHAREHOLDER direct 2012-08-01
EATON VANCE MANAGEMENT EVC OWNS ALL OUTSTANDING SHARES OF EATON VANCE MANAGEMENT ("EVM") direct 1981-02-01 2001-01-23
BOSTON MANAGEMENT AND RESEARCH EVC OWNS ALL OUTSTANDING SHARES OF EVM indirect 1992-08-01 2001-01-23
BOSTON MANAGEMENT AND RESEARCH EVC WHOLLY OWNS EVBT indirect 2001-01-01 2003-12-18
PPA ACQUISITION CORP. EVC WHOLLY OWNS EVBT indirect 2001-01-01 2004-01-16
EATON VANCE MANAGEMENT WHOLLY OWNS EVBT indirect 2001-01-01 2004-01-21
EATON VANCE MANAGEMENT WHOLLY OWNS EVCBT indirect 2004-03-01 2004-04-23
BOSTON MANAGEMENT AND RESEARCH EVC WHOLLY OWNS EVCBT indirect 2004-03-01 2004-04-23
EATON VANCE INVESTMENT COUNSEL EVC WHOLLY OWNS EVM indirect 2004-07-01 2004-07-01
EATON VANCE MANAGEMENT A CORPORATION, WHICH WHOLLY OWNS EVM indirect 2004-07-01 2004-07-06
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. WHOLLY OWNS EVA indirect 2001-01-01 2005-01-24
EATON VANCE INVESTMENT COUNSEL TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01 2005-08-22
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION, WHOLLY OWNS EVM indirect 2004-07-01 2007-12-19
PARAMETRIC RISK ADVISORS LLC EVC WHOLLY OWNS EVABT indirect 2001-01-01 2009-01-20
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. EVC WHOLLY OWNS EVABT indirect 2001-01-01 2012-01-31
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVABT indirect 2001-01-01 2014-01-28
HEXAVEST INC. SHAREHOLDER indirect 2012-08-01 2015-03-26
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVA HOLDINGS, LLC indirect 2009-11-01 2015-05-04
MARIUS, FREDERICK, STEWART VICE PRESIDENT AND CHIEF LEGAL OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
U. S. BOSTON CAPITAL CORPORATION PRESIDENT AND GENERAL COUNSEL direct 1999-07-01
EATON VANCE MANAGEMENT VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE INVESTMENT COUNSEL VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-07-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-07-01
HEXAVEST INC. TRUSTEE indirect 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2013-10-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED DIRECTOR direct 2015-05-01
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & SECRETARY direct 2016-09-01
QUANTITATIVE ADVISORS INC PRESIDENT direct 2000-07-01 2003-10-02
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2008-06-01 2016-09-01
HYLTON, LAURIE, GREENWALD VICE PRESIDENT & CHIEF FINANCIAL OFFICER 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER direct 2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT & TREASURER direct 2004-07-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT direct 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS CHIEF FINANCIAL OFFICER & VICE PRESIDENT direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
Froio, Richard, Francis CHIEF COMPLIANCE OFFICER, VICE PRESIDENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
EATON VANCE INVESTMENT COUNSEL CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
CATALDO, DANIEL, CARL CHIEF ADMINISTRATIVE OFFICER, VICE PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE CORP. VOTING TRUST TRUST HOLDING 100% OF EVC VOTING TRUST SHARES EATON VANCE CORP.("EVC") 02/01/1981 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1992-08-01
EATON VANCE MANAGEMENT TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
HEXAVEST INC. TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE INVESTMENT COUNSEL TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUST HOLDING 100% OF EVC VOTING SHARES indirect 1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUST HOLDING 100% OF EVC VOTING SHARES indirect 1981-02-01
EATON VANCE INVESTMENT ADVISORS TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
FAUST, JR, THOMAS E TRUSTEE EATON VANCE CORP. VOTING TRUST 12/01/1996 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 1996-12-01
HEXAVEST INC. TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 1996-12-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2003-09-01
EATON VANCE MANAGEMENT CEO, PRESIDENT direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CEO, PRESIDENT direct 2007-11-01
EATON VANCE INVESTMENT COUNSEL EXECUTIVE VICE PRESIDENT direct 2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-03-30
EATON VANCE MANAGEMENT CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-08-08
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
EATON VANCE INVESTMENT COUNSEL CIO, EXECUTIVE VICE PRESIDENT direct 2004-07-01 2007-04-25
PPA ACQUISITION CORP. MANAGER direct 2003-09-01 2014-01-28
EATON VANCE INVESTMENT ADVISORS PRESIDENT direct 2016-09-01 2016-09-15
PAGE, SCOTT, HAMMOND TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
SWAFFIELD, PAYSON, FREDERICK TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
WEILHEIMER, MICHAEL, WILLIAM TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
CLEMSON, CYNTHIA, J. TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2006-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2006-01-01
HEXAVEST INC. TRUSTEE indirect 2006-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2006-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2006-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2006-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2006-01-01
WITKOS, MATTHEW, JOSEPH TRUSTEE EATON VANCE CORP. VOTING TRUST 07/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2007-07-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2007-07-01
IXIS ASSET MANAGEMENT ADVISORS, L.P. EXECUTIVE VICE PRESIDENT (EVP) direct 2004-02-01
IXIS ASSET MANAGEMENT ADVISORS, L.P. EXECUTIVE VICE PRESIDENT (EVP) OF ASSET MANAGEMENT MARKETING direct 2004-02-01
HEXAVEST INC. TRUSTEE indirect 2007-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2007-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2007-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2007-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2007-07-01
GEMMA, MAUREEN, ANN TRUSTEE EATON VANCE CORP. VOTING TRUST 06/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-06-01
HEXAVEST INC. TRUSTEE indirect 2008-06-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-06-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-06-01
MARIUS, FREDERICK, STEWART TRUSTEE EATON VANCE CORP. VOTING TRUST 07/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
U. S. BOSTON CAPITAL CORPORATION PRESIDENT AND GENERAL COUNSEL direct 1999-07-01
EATON VANCE MANAGEMENT VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE INVESTMENT COUNSEL VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-07-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-07-01
HEXAVEST INC. TRUSTEE indirect 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2013-10-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED DIRECTOR direct 2015-05-01
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & SECRETARY direct 2016-09-01
QUANTITATIVE ADVISORS INC PRESIDENT direct 2000-07-01 2003-10-02
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2008-06-01 2016-09-01
LANGSTRAAT, BRIAN, DEAN TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER, CEO direct 2001-06-01
PARAMETRIC PORTFOLIO ASSOCIATES MANAGING DIRECTOR/ DIRECTOR, CEO direct 2001-06-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2009-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2009-01-01
HEXAVEST INC. TRUSTEE indirect 2009-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2009-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2009-01-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2009-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2009-01-01
PARAMETRIC PORTFOLIO ASSOCIATES MANAGING DIRECTOR direct 1998-01-01 2001-02-27
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGING DIRECTOR/DIRECTOR, CEO direct 2001-06-01 2010-01-29
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER indirect 2001-06-01 2012-05-02
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER CEO direct 2001-06-01 2014-01-28
MCCABE, DAVID, CONNOR TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2011-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2011-11-01
HEXAVEST INC. TRUSTEE indirect 2011-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2011-11-01
EATON VANCE INVESTMENT COUNSEL PRESIDENT direct 2011-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2011-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2011-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2011-11-01
HYLTON, LAURIE, GREENWALD TRUSTEE EATON VANCE CORP. VOTING TRUST 03/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER direct 2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT & TREASURER direct 2004-07-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT direct 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS CHIEF FINANCIAL OFFICER & VICE PRESIDENT direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
CATALDO, DANIEL, CARL TRUSTEE EATON VANCE CORP. VOTING TRUST 03/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EVANS, JAMES, HAMILTON TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
M.A. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. SENIOR PORTFOLIO MANAGER, SENIOR VICE PRESIDENT direct 2006-05-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. MEMBER indirect 2006-06-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. MEMBER direct 2006-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
REED, CHARLES, BASS TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGING DIRECTOR/MANAGER direct 2009-09-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC indirect 2009-09-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
WILLIAMS, RAY, KELLY TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. VICE PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2006-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC indirect 2007-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2003-11-01
RUSS, CRAIG TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
PERKIN, EDWARD, JAMES TRUSTEE EATON VANCE CORP. VOTING TRUST 05/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2014-05-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2014-05-01
HEXAVEST INC. TRUSTEE indirect 2014-05-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2014-05-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2014-05-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2014-05-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2014-05-01
SHEA, JOHN, LAWRENCE TRUSTEE EATON VANCE CORP. VOTING TRUST 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2014-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2014-12-01
HEXAVEST INC. TRUSTEE indirect 2014-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2014-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2014-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2014-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2014-12-01
Piantedosi, Lewis, Richard TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2015-11-01
Cirami, Michael, Andrew TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2015-11-01
Brandon, Craig, Robert TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2015-11-01
STEIN, ERIC, A TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2015-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EATON VANCE INSTITUTIONAL SENIOR LOAN PLUS FUND Cayman Islands 805-4201821891 Hedge Fund 78,329,432 1,000,000
EATON VANCE CASH RESERVES FUND, LLC United States 805-2972039610 Liquidity Fund 3,306,094,398 0
EATON VANCE INSTITUTIONAL SENIOR LOAN FUND Cayman Islands 805-1689999406 Other Private Fund PRIVATE INVESTMENT FUND 6,212,273,736 1,000,000
EATON VANCE CDO VIII LTD Cayman Islands 805-9192397082 Securitized Asset Fund 4,866,878 250,000
EATON VANCE CDO X PLC Ireland 805-8947877686 Securitized Asset Fund 2,419,585 100,000
EATON VANCE CLO 2014-1 LTD. Cayman Islands 805-8898554902 Securitized Asset Fund 487,607,082 250,000
EATON VANCE CLO 2015-1 LTD. Cayman Islands 805-9211428118 Securitized Asset Fund 401,453,881 250,000
EATON VANCE CLO 2013-1 LTD. Cayman Islands 805-9227395755 Securitized Asset Fund 422,162,523 250,000
EATON VANCE CLO 2018-1 LTD. Cayman Islands 805-1140263588 Securitized Asset Fund 449,205,767 250,000

EATON VANCE MANAGEMENT

ownership team - last updated 2018-12-05
Name Title Start Date Direct/Indirect % Ownership
FAUST, THOMAS, E. CEO, PRESIDENT 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 1996-12-01
HEXAVEST INC. TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 1996-12-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2003-09-01
EATON VANCE MANAGEMENT CEO, PRESIDENT direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CEO, PRESIDENT direct 2007-11-01
EATON VANCE INVESTMENT COUNSEL EXECUTIVE VICE PRESIDENT direct 2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-03-30
EATON VANCE MANAGEMENT CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-08-08
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
EATON VANCE INVESTMENT COUNSEL CIO, EXECUTIVE VICE PRESIDENT direct 2004-07-01 2007-04-25
PPA ACQUISITION CORP. MANAGER direct 2003-09-01 2014-01-28
EATON VANCE INVESTMENT ADVISORS PRESIDENT direct 2016-09-01 2016-09-15
EATON VANCE INC. SOLE TRUSTEE OF EVM 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EATON VANCE MANAGEMENT direct 1992-08-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVBT, EVM AND EVCBT indirect 2002-02-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM AND EVCBT indirect 2002-02-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM indirect 2004-03-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM AND EVCBT indirect 2004-03-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, EVBT, AND EVCBT direct 2002-02-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, AND EVCBT direct 2002-02-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, AND EVCBT direct 2004-03-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM direct 2004-07-01
PPA ACQUISITION CORP. SOLE TRUSTEE FOR EVM, EVCBT AND EVBT indirect 2001-01-01
HEXAVEST INC. SOLE TRUSTEE OF EATON VANCE MANAGEMENT indirect 2004-03-01
EATON VANCE INVESTMENT COUNSEL SOLE TRUSTEE OF EVM direct 2004-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED OWNER direct 2001-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED SOLE TRUSTEE OF EATON VANCE MANAGEMENT indirect 1992-08-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED OWNER direct 2001-06-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE OF EATON VANCE INVESTMENT ADVISORS direct 2016-09-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE OF CALVERT RESEARCH AND MANAGEMENT direct 2016-09-01
EATON VANCE CORP. ("EVC") EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM") 07/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
HEXAVEST INC. SHAREHOLDER indirect 1990-10-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED WHOLLY OWNS EVM indirect 1990-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED WHOLLY OWNS EVM indirect 1990-10-01
PARAMETRIC RISK ADVISORS LLC EVC WHOLLY OWNS EVA indirect 2001-01-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVA indirect 2001-01-01
BOSTON MANAGEMENT AND RESEARCH EVC, A CORPORATION, WHOLLY OWNS EVM indirect 2004-07-01
EATON VANCE MANAGEMENT EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM") direct 2004-07-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. EVC, A CORPORATION, WHOLLY OWNS EVA indirect 2004-07-01
HEXAVEST INC. SHAREHOLDER indirect 2004-07-01
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION, WHOLLY OWNS EVIC indirect 2008-05-01
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION WHOLLY OWNS EATON VANCE INVESTMENT COUNSEL direct 2008-05-01
HEXAVEST INC. SHAREHOLDER direct 2012-08-01
EATON VANCE MANAGEMENT EVC OWNS ALL OUTSTANDING SHARES OF EATON VANCE MANAGEMENT ("EVM") direct 1981-02-01 2001-01-23
BOSTON MANAGEMENT AND RESEARCH EVC OWNS ALL OUTSTANDING SHARES OF EVM indirect 1992-08-01 2001-01-23
BOSTON MANAGEMENT AND RESEARCH EVC WHOLLY OWNS EVBT indirect 2001-01-01 2003-12-18
PPA ACQUISITION CORP. EVC WHOLLY OWNS EVBT indirect 2001-01-01 2004-01-16
EATON VANCE MANAGEMENT WHOLLY OWNS EVBT indirect 2001-01-01 2004-01-21
EATON VANCE MANAGEMENT WHOLLY OWNS EVCBT indirect 2004-03-01 2004-04-23
BOSTON MANAGEMENT AND RESEARCH EVC WHOLLY OWNS EVCBT indirect 2004-03-01 2004-04-23
EATON VANCE INVESTMENT COUNSEL EVC WHOLLY OWNS EVM indirect 2004-07-01 2004-07-01
EATON VANCE MANAGEMENT A CORPORATION, WHICH WHOLLY OWNS EVM indirect 2004-07-01 2004-07-06
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. WHOLLY OWNS EVA indirect 2001-01-01 2005-01-24
EATON VANCE INVESTMENT COUNSEL TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01 2005-08-22
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION, WHOLLY OWNS EVM indirect 2004-07-01 2007-12-19
PARAMETRIC RISK ADVISORS LLC EVC WHOLLY OWNS EVABT indirect 2001-01-01 2009-01-20
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. EVC WHOLLY OWNS EVABT indirect 2001-01-01 2012-01-31
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVABT indirect 2001-01-01 2014-01-28
HEXAVEST INC. SHAREHOLDER indirect 2012-08-01 2015-03-26
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVA HOLDINGS, LLC indirect 2009-11-01 2015-05-04
MARIUS, FREDERICK, STEWART VICE PRESIDENT AND CHIEF LEGAL OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
U. S. BOSTON CAPITAL CORPORATION PRESIDENT AND GENERAL COUNSEL direct 1999-07-01
EATON VANCE MANAGEMENT VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE INVESTMENT COUNSEL VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-07-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-07-01
HEXAVEST INC. TRUSTEE indirect 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2013-10-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED DIRECTOR direct 2015-05-01
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & SECRETARY direct 2016-09-01
QUANTITATIVE ADVISORS INC PRESIDENT direct 2000-07-01 2003-10-02
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2008-06-01 2016-09-01
HYLTON, LAURIE, GREENWALD VICE PRESIDENT & CHIEF FINANCIAL OFFICER 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER direct 2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT & TREASURER direct 2004-07-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT direct 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS CHIEF FINANCIAL OFFICER & VICE PRESIDENT direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
Froio, Richard, Francis CHIEF COMPLIANCE OFFICER, VICE PRESIDENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
EATON VANCE INVESTMENT COUNSEL CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
CATALDO, DANIEL, CARL CHIEF ADMINISTRATIVE OFFICER, VICE PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE CORP. VOTING TRUST TRUST HOLDING 100% OF EVC VOTING TRUST SHARES EATON VANCE CORP.("EVC") 02/01/1981 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1992-08-01
EATON VANCE MANAGEMENT TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
HEXAVEST INC. TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE INVESTMENT COUNSEL TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUST HOLDING 100% OF EVC VOTING SHARES indirect 1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUST HOLDING 100% OF EVC VOTING SHARES indirect 1981-02-01
EATON VANCE INVESTMENT ADVISORS TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
FAUST, JR, THOMAS E TRUSTEE EATON VANCE CORP. VOTING TRUST 12/01/1996 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 1996-12-01
HEXAVEST INC. TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 1996-12-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2003-09-01
EATON VANCE MANAGEMENT CEO, PRESIDENT direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CEO, PRESIDENT direct 2007-11-01
EATON VANCE INVESTMENT COUNSEL EXECUTIVE VICE PRESIDENT direct 2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-03-30
EATON VANCE MANAGEMENT CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-08-08
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
EATON VANCE INVESTMENT COUNSEL CIO, EXECUTIVE VICE PRESIDENT direct 2004-07-01 2007-04-25
PPA ACQUISITION CORP. MANAGER direct 2003-09-01 2014-01-28
EATON VANCE INVESTMENT ADVISORS PRESIDENT direct 2016-09-01 2016-09-15
PAGE, SCOTT, HAMMOND TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
SWAFFIELD, PAYSON, FREDERICK TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
WEILHEIMER, MICHAEL, WILLIAM TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
CLEMSON, CYNTHIA, J. TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2006-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2006-01-01
HEXAVEST INC. TRUSTEE indirect 2006-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2006-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2006-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2006-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2006-01-01
WITKOS, MATTHEW, JOSEPH TRUSTEE EATON VANCE CORP. VOTING TRUST 07/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2007-07-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2007-07-01
IXIS ASSET MANAGEMENT ADVISORS, L.P. EXECUTIVE VICE PRESIDENT (EVP) direct 2004-02-01
IXIS ASSET MANAGEMENT ADVISORS, L.P. EXECUTIVE VICE PRESIDENT (EVP) OF ASSET MANAGEMENT MARKETING direct 2004-02-01
HEXAVEST INC. TRUSTEE indirect 2007-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2007-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2007-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2007-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2007-07-01
GEMMA, MAUREEN, ANN TRUSTEE EATON VANCE CORP. VOTING TRUST 06/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-06-01
HEXAVEST INC. TRUSTEE indirect 2008-06-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-06-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-06-01
MARIUS, FREDERICK, STEWART TRUSTEE EATON VANCE CORP. VOTING TRUST 07/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
U. S. BOSTON CAPITAL CORPORATION PRESIDENT AND GENERAL COUNSEL direct 1999-07-01
EATON VANCE MANAGEMENT VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE INVESTMENT COUNSEL VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-07-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-07-01
HEXAVEST INC. TRUSTEE indirect 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2013-10-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED DIRECTOR direct 2015-05-01
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & SECRETARY direct 2016-09-01
QUANTITATIVE ADVISORS INC PRESIDENT direct 2000-07-01 2003-10-02
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2008-06-01 2016-09-01
LANGSTRAAT, BRIAN, DEAN TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER, CEO direct 2001-06-01
PARAMETRIC PORTFOLIO ASSOCIATES MANAGING DIRECTOR/ DIRECTOR, CEO direct 2001-06-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2009-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2009-01-01
HEXAVEST INC. TRUSTEE indirect 2009-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2009-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2009-01-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2009-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2009-01-01
PARAMETRIC PORTFOLIO ASSOCIATES MANAGING DIRECTOR direct 1998-01-01 2001-02-27
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGING DIRECTOR/DIRECTOR, CEO direct 2001-06-01 2010-01-29
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER indirect 2001-06-01 2012-05-02
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER CEO direct 2001-06-01 2014-01-28
MCCABE, DAVID, CONNOR TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2011-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2011-11-01
HEXAVEST INC. TRUSTEE indirect 2011-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2011-11-01
EATON VANCE INVESTMENT COUNSEL PRESIDENT direct 2011-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2011-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2011-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2011-11-01
HYLTON, LAURIE, GREENWALD TRUSTEE EATON VANCE CORP. VOTING TRUST 03/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER direct 2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT & TREASURER direct 2004-07-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT direct 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS CHIEF FINANCIAL OFFICER & VICE PRESIDENT direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
CATALDO, DANIEL, CARL TRUSTEE EATON VANCE CORP. VOTING TRUST 03/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EVANS, JAMES, HAMILTON TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
M.A. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. SENIOR PORTFOLIO MANAGER, SENIOR VICE PRESIDENT direct 2006-05-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. MEMBER indirect 2006-06-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. MEMBER direct 2006-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
REED, CHARLES, BASS TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGING DIRECTOR/MANAGER direct 2009-09-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC indirect 2009-09-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
WILLIAMS, RAY, KELLY TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. VICE PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2006-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC indirect 2007-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2003-11-01
RUSS, CRAIG TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
PERKIN, EDWARD, JAMES TRUSTEE EATON VANCE CORP. VOTING TRUST 05/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2014-05-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2014-05-01
HEXAVEST INC. TRUSTEE indirect 2014-05-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2014-05-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2014-05-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2014-05-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2014-05-01
SHEA, JOHN, LAWRENCE TRUSTEE EATON VANCE CORP. VOTING TRUST 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2014-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2014-12-01
HEXAVEST INC. TRUSTEE indirect 2014-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2014-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2014-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2014-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2014-12-01
Piantedosi, Lewis, Richard TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2015-11-01
Cirami, Michael, Andrew TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2015-11-01
Brandon, Craig, Robert TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2015-11-01
STEIN, ERIC, A TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2015-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EATON VANCE INSTITUTIONAL SENIOR LOAN PLUS FUND Cayman Islands 805-4201821891 Hedge Fund 63,602,396 1,000,000
EATON VANCE CASH RESERVES FUND, LLC United States 805-2972039610 Liquidity Fund 3,359,876,843 0
EATON VANCE INSTITUTIONAL SENIOR LOAN FUND Cayman Islands 805-1689999406 Hedge Fund 6,215,523,588 1,000,000
EATON VANCE CDO VIII LTD Cayman Islands 805-9192397082 Securitized Asset Fund 4,946,648 250,000
EATON VANCE CDO X PLC Ireland 805-8947877686 Securitized Asset Fund 162,997,743 100,000
EATON VANCE CLO 2014-1 LTD. Cayman Islands 805-8898554902 Securitized Asset Fund 487,523,855 250,000
EATON VANCE CLO 2015-1 LTD. Cayman Islands 805-9211428118 Securitized Asset Fund 401,223,248 250,000
EATON VANCE CLO 2013-1 LTD. Cayman Islands 805-9227395755 Securitized Asset Fund 419,619,261 250,000

EATON VANCE MANAGEMENT

ownership team - last updated 2018-06-06
Name Title Start Date Direct/Indirect % Ownership
FAUST, THOMAS, E. CEO, PRESIDENT 11/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 1996-12-01
HEXAVEST INC. TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 1996-12-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2003-09-01
EATON VANCE MANAGEMENT CEO, PRESIDENT direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CEO, PRESIDENT direct 2007-11-01
EATON VANCE INVESTMENT COUNSEL EXECUTIVE VICE PRESIDENT direct 2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-03-30
EATON VANCE MANAGEMENT CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-08-08
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
EATON VANCE INVESTMENT COUNSEL CIO, EXECUTIVE VICE PRESIDENT direct 2004-07-01 2007-04-25
PPA ACQUISITION CORP. MANAGER direct 2003-09-01 2014-01-28
EATON VANCE INVESTMENT ADVISORS PRESIDENT direct 2016-09-01 2016-09-15
EATON VANCE INC. SOLE TRUSTEE OF EVM 07/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EATON VANCE MANAGEMENT direct 1992-08-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVBT, EVM AND EVCBT indirect 2002-02-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM AND EVCBT indirect 2002-02-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM indirect 2004-03-01
BOSTON MANAGEMENT AND RESEARCH SOLE TRUSTEE OF EVM AND EVCBT indirect 2004-03-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, EVBT, AND EVCBT direct 2002-02-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, AND EVCBT direct 2002-02-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM, AND EVCBT direct 2004-03-01
EATON VANCE MANAGEMENT SOLE TRUSTEE OF EVM direct 2004-07-01
PPA ACQUISITION CORP. SOLE TRUSTEE FOR EVM, EVCBT AND EVBT indirect 2001-01-01
HEXAVEST INC. SOLE TRUSTEE OF EATON VANCE MANAGEMENT indirect 2004-03-01
EATON VANCE INVESTMENT COUNSEL SOLE TRUSTEE OF EVM direct 2004-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED OWNER direct 2001-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED SOLE TRUSTEE OF EATON VANCE MANAGEMENT indirect 1992-08-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED OWNER direct 2001-06-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE OF EATON VANCE INVESTMENT ADVISORS direct 2016-09-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE OF CALVERT RESEARCH AND MANAGEMENT direct 2016-09-01
EATON VANCE CORP. ("EVC") EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM") 07/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
HEXAVEST INC. SHAREHOLDER indirect 1990-10-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED WHOLLY OWNS EVM indirect 1990-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED WHOLLY OWNS EVM indirect 1990-10-01
PARAMETRIC RISK ADVISORS LLC EVC WHOLLY OWNS EVA indirect 2001-01-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVA indirect 2001-01-01
BOSTON MANAGEMENT AND RESEARCH EVC, A CORPORATION, WHOLLY OWNS EVM indirect 2004-07-01
EATON VANCE MANAGEMENT EVC, A CORPORATION, WHOLLY OWNS EATON VANCE MANAGEMENT ("EVM") direct 2004-07-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. EVC, A CORPORATION, WHOLLY OWNS EVA indirect 2004-07-01
HEXAVEST INC. SHAREHOLDER indirect 2004-07-01
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION, WHOLLY OWNS EVIC indirect 2008-05-01
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION WHOLLY OWNS EATON VANCE INVESTMENT COUNSEL direct 2008-05-01
HEXAVEST INC. SHAREHOLDER direct 2012-08-01
EATON VANCE MANAGEMENT EVC OWNS ALL OUTSTANDING SHARES OF EATON VANCE MANAGEMENT ("EVM") direct 1981-02-01 2001-01-23
BOSTON MANAGEMENT AND RESEARCH EVC OWNS ALL OUTSTANDING SHARES OF EVM indirect 1992-08-01 2001-01-23
BOSTON MANAGEMENT AND RESEARCH EVC WHOLLY OWNS EVBT indirect 2001-01-01 2003-12-18
PPA ACQUISITION CORP. EVC WHOLLY OWNS EVBT indirect 2001-01-01 2004-01-16
EATON VANCE MANAGEMENT WHOLLY OWNS EVBT indirect 2001-01-01 2004-01-21
EATON VANCE MANAGEMENT WHOLLY OWNS EVCBT indirect 2004-03-01 2004-04-23
BOSTON MANAGEMENT AND RESEARCH EVC WHOLLY OWNS EVCBT indirect 2004-03-01 2004-04-23
EATON VANCE INVESTMENT COUNSEL EVC WHOLLY OWNS EVM indirect 2004-07-01 2004-07-01
EATON VANCE MANAGEMENT A CORPORATION, WHICH WHOLLY OWNS EVM indirect 2004-07-01 2004-07-06
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. WHOLLY OWNS EVA indirect 2001-01-01 2005-01-24
EATON VANCE INVESTMENT COUNSEL TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01 2005-08-22
EATON VANCE INVESTMENT COUNSEL EVC, A CORPORATION, WHOLLY OWNS EVM indirect 2004-07-01 2007-12-19
PARAMETRIC RISK ADVISORS LLC EVC WHOLLY OWNS EVABT indirect 2001-01-01 2009-01-20
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. EVC WHOLLY OWNS EVABT indirect 2001-01-01 2012-01-31
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVABT indirect 2001-01-01 2014-01-28
HEXAVEST INC. SHAREHOLDER indirect 2012-08-01 2015-03-26
PARAMETRIC PORTFOLIO ASSOCIATES LLC EVC WHOLLY OWNS EVA HOLDINGS, LLC indirect 2009-11-01 2015-05-04
MARIUS, FREDERICK, STEWART VICE PRESIDENT AND CHIEF LEGAL OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
U. S. BOSTON CAPITAL CORPORATION PRESIDENT AND GENERAL COUNSEL direct 1999-07-01
EATON VANCE MANAGEMENT VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE INVESTMENT COUNSEL VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-07-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-07-01
HEXAVEST INC. TRUSTEE indirect 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2013-10-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED DIRECTOR direct 2015-05-01
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & SECRETARY direct 2016-09-01
QUANTITATIVE ADVISORS INC PRESIDENT direct 2000-07-01 2003-10-02
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2008-06-01 2016-09-01
HYLTON, LAURIE, GREENWALD VICE PRESIDENT & CHIEF FINANCIAL OFFICER 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER direct 2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT & TREASURER direct 2004-07-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT direct 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS CHIEF FINANCIAL OFFICER & VICE PRESIDENT direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
Froio, Richard, Francis CHIEF COMPLIANCE OFFICER, VICE PRESIDENT 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
EATON VANCE INVESTMENT COUNSEL CHIEF COMPLIANCE OFFICER, VICE PRESIDENT direct 2017-11-01
CATALDO, DANIEL, CARL CHIEF ADMINISTRATIVE OFFICER, VICE PRESIDENT 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE CORP. VOTING TRUST TRUST HOLDING 100% OF EVC VOTING TRUST SHARES EATON VANCE CORP.("EVC") 02/01/1981 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1992-08-01
EATON VANCE MANAGEMENT TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
HEXAVEST INC. TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE INVESTMENT COUNSEL TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUST HOLDING 100% OF EVC VOTING SHARES indirect 1981-02-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUST HOLDING 100% OF EVC VOTING SHARES indirect 1981-02-01
EATON VANCE INVESTMENT ADVISORS TRUST HOLDING 100% OF EVC VOTING TRUST SHARES indirect 1981-02-01
FAUST, JR, THOMAS E TRUSTEE EATON VANCE CORP. VOTING TRUST 12/01/1996 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 1996-12-01
HEXAVEST INC. TRUSTEE indirect 1996-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 1996-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 1996-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 1996-12-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2003-09-01
EATON VANCE MANAGEMENT CEO, PRESIDENT direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CEO, PRESIDENT direct 2007-11-01
EATON VANCE INVESTMENT COUNSEL EXECUTIVE VICE PRESIDENT direct 2007-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2007-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2007-11-01
BOSTON MANAGEMENT AND RESEARCH CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-03-30
EATON VANCE MANAGEMENT CHIEF EQUITY INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 1995-02-01 2001-08-08
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT direct 2001-11-01 2007-03-05
EATON VANCE MANAGEMENT CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
BOSTON MANAGEMENT AND RESEARCH CHIEF INVESTMENT OFFICER, PRESIDENT direct 2001-11-01 2007-04-25
EATON VANCE INVESTMENT COUNSEL CIO, EXECUTIVE VICE PRESIDENT direct 2004-07-01 2007-04-25
PPA ACQUISITION CORP. MANAGER direct 2003-09-01 2014-01-28
EATON VANCE INVESTMENT ADVISORS PRESIDENT direct 2016-09-01 2016-09-15
PAGE, SCOTT, HAMMOND TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
SWAFFIELD, PAYSON, FREDERICK TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
WEILHEIMER, MICHAEL, WILLIAM TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2000-01-01
HEXAVEST INC. TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2000-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2000-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2000-01-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2000-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2000-01-01
CLEMSON, CYNTHIA, J. TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2006-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2006-01-01
HEXAVEST INC. TRUSTEE indirect 2006-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2006-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2006-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2006-01-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2006-01-01
WITKOS, MATTHEW, JOSEPH TRUSTEE EATON VANCE CORP. VOTING TRUST 07/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2007-07-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2007-07-01
IXIS ASSET MANAGEMENT ADVISORS, L.P. EXECUTIVE VICE PRESIDENT (EVP) direct 2004-02-01
IXIS ASSET MANAGEMENT ADVISORS, L.P. EXECUTIVE VICE PRESIDENT (EVP) OF ASSET MANAGEMENT MARKETING direct 2004-02-01
HEXAVEST INC. TRUSTEE indirect 2007-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2007-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2007-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2007-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2007-07-01
GEMMA, MAUREEN, ANN TRUSTEE EATON VANCE CORP. VOTING TRUST 06/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-06-01
HEXAVEST INC. TRUSTEE indirect 2008-06-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-06-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-06-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-06-01
MARIUS, FREDERICK, STEWART TRUSTEE EATON VANCE CORP. VOTING TRUST 07/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
U. S. BOSTON CAPITAL CORPORATION PRESIDENT AND GENERAL COUNSEL direct 1999-07-01
EATON VANCE MANAGEMENT VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE INVESTMENT COUNSEL VICE PRESIDENT AND CHIEF LEGAL OFFICER direct 2008-06-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2008-07-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2008-07-01
HEXAVEST INC. TRUSTEE indirect 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED DIRECTOR direct 2008-07-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2008-07-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2008-07-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2008-07-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2013-10-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2013-10-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED DIRECTOR direct 2015-05-01
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & SECRETARY direct 2016-09-01
QUANTITATIVE ADVISORS INC PRESIDENT direct 2000-07-01 2003-10-02
EATON VANCE INVESTMENT ADVISORS VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2008-06-01 2016-09-01
LANGSTRAAT, BRIAN, DEAN TRUSTEE EATON VANCE CORP. VOTING TRUST 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER, CEO direct 2001-06-01
PARAMETRIC PORTFOLIO ASSOCIATES MANAGING DIRECTOR/ DIRECTOR, CEO direct 2001-06-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2009-01-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2009-01-01
HEXAVEST INC. TRUSTEE indirect 2009-01-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2009-01-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2009-01-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2009-01-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2009-01-01
PARAMETRIC PORTFOLIO ASSOCIATES MANAGING DIRECTOR direct 1998-01-01 2001-02-27
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGING DIRECTOR/DIRECTOR, CEO direct 2001-06-01 2010-01-29
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER indirect 2001-06-01 2012-05-02
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER CEO direct 2001-06-01 2014-01-28
MCCABE, DAVID, CONNOR TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2011-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2011-11-01
HEXAVEST INC. TRUSTEE indirect 2011-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2011-11-01
EATON VANCE INVESTMENT COUNSEL PRESIDENT direct 2011-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2011-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2011-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2011-11-01
HYLTON, LAURIE, GREENWALD TRUSTEE EATON VANCE CORP. VOTING TRUST 03/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
EATON VANCE MANAGEMENT VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC EATON VANCE ACQUISITIONS, REPRESENTATIVE, TREASURER direct 2012-03-01
PARAMETRIC PORTFOLIO ASSOCIATES LLC MANAGER direct 2012-03-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER direct 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT & TREASURER direct 2004-07-01
EATON VANCE INVESTMENT COUNSEL CFO, VICE PRESIDENT direct 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS CHIEF FINANCIAL OFFICER & VICE PRESIDENT direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH VICE PRESIDENT & CHIEF FINANCIAL OFFICER direct 2012-03-01
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
CATALDO, DANIEL, CARL TRUSTEE EATON VANCE CORP. VOTING TRUST 03/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2012-03-01
HEXAVEST INC. TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2012-03-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2012-03-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2012-03-01
EVANS, JAMES, HAMILTON TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
M.A. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. SENIOR PORTFOLIO MANAGER, SENIOR VICE PRESIDENT direct 2006-05-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. MEMBER indirect 2006-06-01
M.D. SASS TAX ADVANTAGED BOND STRATEGIES, L.L.C. MEMBER direct 2006-06-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
REED, CHARLES, BASS TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGING DIRECTOR/MANAGER direct 2009-09-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC indirect 2009-09-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
WILLIAMS, RAY, KELLY TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. VICE PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2004-01-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. PRESIDENT-CHIEF COMPLIANCE OFFICER direct 2006-11-01
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. MANAGER OF ATLANTA CAPITAL MANAGEMENT HOLDINGS, LLC indirect 2007-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2003-11-01
RUSS, CRAIG TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2013-11-01
HEXAVEST INC. TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2013-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2013-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2013-11-01
PERKIN, EDWARD, JAMES TRUSTEE EATON VANCE CORP. VOTING TRUST 05/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2014-05-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2014-05-01
HEXAVEST INC. TRUSTEE indirect 2014-05-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2014-05-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2014-05-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2014-05-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2014-05-01
SHEA, JOHN, LAWRENCE TRUSTEE EATON VANCE CORP. VOTING TRUST 12/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2014-12-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2014-12-01
HEXAVEST INC. TRUSTEE indirect 2014-12-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2014-12-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2014-12-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2014-12-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2014-12-01
Piantedosi, Lewis, Richard TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2015-11-01
Cirami, Michael, Andrew TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT ADVISORS TRUSTEE indirect 2015-11-01
Brandon, Craig, Robert TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2015-11-01
STEIN, ERIC, A TRUSTEE EATON VANCE CORP. VOTING TRUST 11/01/2015 Indirect Other
Fund Name Position direct/indirect start date end date
BOSTON MANAGEMENT AND RESEARCH TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT TRUSTEE indirect 2015-11-01
HEXAVEST INC. TRUSTEE indirect 2015-11-01
EATON VANCE INVESTMENT COUNSEL TRUSTEE indirect 2015-11-01
EATON VANCE MANAGEMENT (INTERNATIONAL) LIMITED TRUSTEE indirect 2015-11-01
EATON VANCE ADVISERS INTERNATIONAL LIMITED TRUSTEE indirect 2015-11-01
CALVERT RESEARCH AND MANAGEMENT TRUSTEE indirect 2015-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EATON VANCE CASH RESERVES FUND, LLC United States 805-2972039610 Liquidity Fund 3,359,876,843 0
EATON VANCE INSTITUTIONAL SENIOR LOAN FUND Cayman Islands 805-1689999406 Hedge Fund 6,215,523,588 1,000,000
EATON VANCE CDO VII PLC Ireland 805-5183295762 Securitized Asset Fund 123,061 100,000
EATON VANCE CDO VIII LTD Cayman Islands 805-9192397082 Securitized Asset Fund 4,946,648 250,000
EATON VANCE CDO IX LTD Cayman Islands 805-1783965559 Securitized Asset Fund 2,419,585 250,000
EATON VANCE CDO X PLC Ireland 805-8947877686 Securitized Asset Fund 162,997,743 100,000
EATON VANCE CLO 2014-1 LTD. Cayman Islands 805-8898554902 Securitized Asset Fund 487,523,855 250,000
EATON VANCE CLO 2015-1 LTD. Cayman Islands 805-9211428118 Securitized Asset Fund 401,223,248 250,000
EATON VANCE CLO 2013-1 LTD. Cayman Islands 805-9227395755 Securitized Asset Fund 419,619,261 250,000

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