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Financial Services

Eaton Vance Launches a New Type of Fund on the NASDAQ
Eaton Vance acquired the IP for a new type of fund, a hybrid that combined a ‘40 Act structure with active management with the tax efficiency of an Exchange-Traded Product (ETP). It faced three key hurdles: SEC approval, RIA adoption, and industry licensing and distribution support.
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Financial Services

Fixed Income Manager Appoints Its First CEO
Income Research + Management, a Boston-based fixed income manager, appointed its first CEO after operating under three managing principals. This created new opportunities for positioning its leadership to institutional investors and for raising its brand profile.
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Financial Services

North American Insurance Asset Manager Seeks AUM Growth
SLC Management, the institutional asset management arm of Canadian insurer Sun Life Financial, wanted to grow awareness among U.S. liability-driven investors of its fixed income and alternative asset solutions.
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Financial Services

Standard Life Investments Crosses the Atlantic
Standard Life Investments was well-known in the U.K. as a leading asset manager for its full range of institutional and retail investment strategies. Under its CEO, Keith Skeoch, the firm was looking to expand its brand presence among North American institutional and retail investors.
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