BOSTON, May 13, 2021 /PRNewswire/ -- Eaton Vance
Management ("Eaton Vance"), an indirect wholly-owned subsidiary of
Morgan Stanley (NYSE: MS), announced today that Michael A. Allison, CFA, CFP®, Vice President
and director of equity strategy implementation will retire from
Eaton Vance on or about December 31,
2021. His fund management responsibilities are being
assumed by other Eaton Vance portfolio managers as described
below.
Mr. Allison joined Eaton Vance in 2000 as an equity analyst
covering companies in the capital goods and telecommunications
industries. He began managing portfolios in 2005, and
currently serves as a portfolio management of a number of Eaton
Vance's global and U.S. equity income and tax-managed equity
strategies. He is a member of Eaton Vance Management's Equity
Strategy Committee. Prior to joining Eaton Vance, Mr. Allison
was an equity analyst for Schroder Investment Management North
America, and was also affiliated with Fleet Investment Advisors and
Phoenix Home Life Mutual Fund Insurance.
"During his more than two decades at Eaton Vance, Mike has worn
many important hats," said Eddie
Perkin, Chief Investment Officer, Equity. "In
particular, his tax-management expertise, talents as an investor
and skill at communicating complex investment concepts have
contributed to excellent client outcomes and the growth of our
active equity business."
Effective July 1, 2021, portfolio
managers of the Funds currently co-managed by Mr. Allison will be
as follows:
|
Fund
|
Portfolio
Manager(s)
|
|
Closed-End
Funds
|
|
Eaton Vance Enhanced
Equity Income Fund
(NYSE:
EOI)
|
G.R.
Nelson
|
|
Eaton Vance Enhanced
Equity Income Fund II*
(NYSE:
EOS)
|
Lewis R.
Piantedosi
Douglas R.
Rogers
|
|
Eaton Vance
Risk-Managed Diversified Equity Income Fund
(NYSE:
ETJ)
|
G.R.
Nelson
|
|
Eaton Vance
Tax-Advantaged Dividend Income Fund
(NYSE:
EVT)
|
John H.
Croft
Derek
DiGregorio
Aaron S.
Dunn
Bradley
Galko
Edward
Perkin
|
|
Eaton Vance
Tax-Advantaged Global Dividend Income Fund
(NYSE:
ETG)
|
John H.
Croft
Derek
DiGregorio
Christopher M.
Dyer
|
|
Eaton Vance
Tax-Advantaged Global Dividend Opportunities Fund
(NYSE:
ETO)
|
John H.
Croft
Derek
DiGregorio
Christopher M.
Dyer
|
|
Eaton Vance
Tax-Managed Buy-Write Income Fund
(NYSE:
ETB)
|
G.R.
Nelson
Thomas
Seto
|
|
Eaton Vance
Tax-Managed Buy-Write Opportunities Fund
(NYSE:
ETV)
|
G.R.
Nelson
Thomas
Seto
|
|
Eaton Vance
Tax-Managed Buy-Write Strategy Fund
(NYSE:
EXD)
|
G.R.
Nelson
Thomas
Seto
|
|
Eaton Vance
Tax-Managed Diversified Equity Income Fund
(NYSE:
ETY)
|
G.R.
Nelson
|
|
Eaton Vance
Tax-Managed Global Buy-Write Opportunities Fund
(NYSE:
ETW)
|
G.R.
Nelson
Thomas
Seto
|
|
Eaton Vance
Tax-Managed Global Diversified Equity Income Fund
(NYSE:
EXG)
|
Christopher M.
Dyer
|
|
Mutual
Funds
|
|
Eaton Vance Global
Income Builder Fund
|
John H.
Croft
Derek
DiGregorio
Christopher M.
Dyer
Jeffrey
Mueller
|
|
Eaton Vance
Tax-Managed Global Dividend Income Fund
|
John H.
Croft
Derek
DiGregorio
Christopher M.
Dyer
|
|
Eaton Vance
Tax-Managed Growth Fund 1.0
|
Yana S.
Barton
Kenneth D.
Zinner
|
|
Eaton Vance
Tax-Managed Growth Fund 1.1
|
Yana S.
Barton
Kenneth D.
Zinner
|
|
Eaton Vance
Tax-Managed Growth Fund 1.2
|
Yana S.
Barton
Kenneth D.
Zinner
|
|
NextShares
Funds
|
|
Eaton Vance Global
Income Builder NextShares
|
John H.
Croft
Derek
DiGregorio
Christopher M.
Dyer
Jeffrey
Mueller
|
|
* Also reflects the
appointment of Mr. Rogers as a portfolio manager.
|
Eaton Vance Corp. was acquired by Morgan Stanley on March 1, 2021. Its former Eaton Vance,
Parametric, Atlanta Capital and Calvert investment affiliates are
now part of Morgan Stanley Investment Management, the asset
management division of Morgan Stanley.
This press release is for informational purposes only and is
not intended to, and does not, constitute an offer to purchase or
sell shares of a Fund. Additional information about the Funds,
including performance and portfolio characteristic information, is
available at eatonvance.com.
Statements in this press release that are not historical
facts may be forward-looking statements, as defined by the U.S.
securities laws. You should exercise caution in interpreting and
relying on forward-looking statements because they are subject to
uncertainties and other factors that may be beyond a Fund's control
and could cause actual results to differ materially from those set
forth in the forward-looking statements.
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SOURCE Eaton Vance Management