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Funds Group: Eaton Vance Funds
Management Company: Boston Management and Research/Eaton Vance Management
Funds Affected: Eaton Vance 1-to-10 Yr Lad Corp Bd, Eaton Vance AMT-Free Municipal Income, Eaton Vance Atlanta Capital Focused Gr A, Eaton Vance Atlanta Capital Sel Eq, Eaton Vance Atlanta Capital SMID-Cap, Eaton Vance AZ Municipal Income, Eaton Vance Balanced, Eaton Vance CA Municipal Opportunities, Eaton Vance Core Bond, Eaton Vance Core Plus Bond, Eaton Vance CT Municipal Income, Eaton Vance Dividend Builder, Eaton Vance Emerg & Frntr Countrs Eq, Eaton Vance Emerging Markets Dbt Opps, Eaton Vance Emerging Markets Debt, Eaton Vance Emerging Markets Local Inc, Eaton Vance Floating-Rate & Hi Inc, Eaton Vance Floating-Rate Advantage, Eaton Vance Floating-Rate Muni Inc, Eaton Vance Floating Rate, Eaton Vance Focused Global Opps, Eaton Vance Focused Growth Opps, Eaton Vance Focused Value Opps, Eaton Vance GA Municipal Income, Eaton Vance Glb Macro Absolute Return, Eaton Vance Glbl Macro Abs Ret Advtg, Eaton Vance Global Bond Fund, Eaton Vance Global Income Builder, Eaton Vance Global Small-Cap Equity, Eaton Vance Government Opportunities, Eaton Vance Greater China Growth, Eaton Vance Greater India, Eaton Vance Growth, Eaton Vance Hexavest Global Equity, Eaton Vance Hexavest International Eq, Eaton Vance High-Yield Municipal Inc, Eaton Vance High Income Opportunities, Eaton Vance Income Fund of Boston, Eaton Vance International Small-Cap, Eaton Vance Large-Cap Value, Eaton Vance MA Municipal Income, Eaton Vance MA Municipal Income, Eaton Vance MD Municipal Income, Eaton Vance MN Municipal Income, Eaton Vance MO Municipal Income, Eaton Vance Multi-Asset Credit, Eaton Vance Multisector Income, Eaton Vance Municipal Opportunities, Eaton Vance National Ltd Mat Muni Inc, Eaton Vance National Municipal Income, Eaton Vance NC Municipal Income, Eaton Vance NJ Municipal Income, Eaton Vance NY Municipal Income, Eaton Vance NY Municipal Opps, Eaton Vance OH Municipal Income, Eaton Vance OR Municipal Income, Eaton Vance PA Municipal Income, Eaton Vance Real Estate, Eaton Vance SC Municipal Income, Eaton Vance Short Dur Infl-Prot Inc, Eaton Vance Short Duration Gov Inc, Eaton Vance Short Duration High Income, Eaton Vance Short Duration Muni Opps, Eaton Vance Short Duration Strat Inc, Eaton Vance Small-Cap, Eaton Vance Special Equities, Eaton Vance Stock, Eaton Vance Stock NextShares™, Eaton Vance TABS 10to20 Yr Ldrd Mn Bd, Eaton Vance TABS 1to10 Year Ldrd Mn Bd, Eaton Vance TABS 5 to15 Yr Lad Muni Bd, Eaton Vance TABS 5to15Yr Ldrd MuniBd, Eaton Vance TABS Interm-Term Muni Bd, Eaton Vance TABS Short-Term Muni Bd, Eaton Vance Tax-Managed Eq Aset Allc, Eaton Vance Tax-Managed Global Div Inc, Eaton Vance Tax-Managed Multi-Cap Gr, Eaton Vance Tx-Mgd Growth 1.1, Eaton Vance Tx-Mgd Growth 1.2, Eaton Vance Tx-Mgd Small-Cap, Eaton Vance Tx-Mgd Value, Eaton Vance VA Municipal Income, Eaton Vance Worldwide Health Sci , Eaton Vance Worldwide Health Sci
Principal Investment Management Strategy:   
ESG integration*
Summary:
Portfolio management utilizes the information provided by, and the expertise of, the research staff of the investment adviser, sub-adviser (if applicable) and/or their affiliates in making investment decisions. As part of the research process, portfolio management may consider (italics added) financially material environmental, social and governance (“ESG”) factors. Such factors, alongside other relevant factors, may be taken into account in the Fund’s securities selection process.

*Effective as of October 16, 2019

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Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

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Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

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