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11/9/2017
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Eaton Vance Oaktree Diversified Credit NextShares to Launch in Mid-November

“Eaton Vance is pleased to offer exclusive retail access to the Oaktree diversified credit strategy in a NextShares fund,” said Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.

 

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Press Release
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Eaton Vance Oaktree Diversified Credit NextShares to Launch in Mid-November
“Eaton Vance is pleased to offer exclusive retail access to the Oaktree diversified credit strategy in a NextShares fund,” said Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.
Money Management Institute
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NextShares Solutions wins prestigious Product Innovation Award at the MMI/Barron’s Industry Awards
NextShares Solutions was awarded the Product Innovation (Asset Managers) award at this year’s Money Management Institute/Barron’s Industry Awards.
Press Release
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Reinhart Partners to Introduce NextSharesTM Exchange-Traded Managed Funds
“Reinhart is a trusted investment manager with a strong reputation as being a firm with whom clients want to do business,” said Stephen W. Clarke, president of NextShares Solutions. “We are proud to partner with Reinhart to expand the distribution of NextShares to their investors.”
Money Management Institute
External Link
NextShares Solutions announced as a finalist for the MMI/Barron's Industry Awards
The Money Management Institute (MMI) has announced that NextShares Solutions was selected by industry peers as a finalist for the Product Innovation (Asset Managers) category of the MMI/Barron’s Industry Awards.
Ignites
External Link
NextShares to Launch at UBS
The rollout will occur in multiple stages, but when complete, it should expand by 7,100 the number of advisors with access to the eight NextShares strategies currently on the market as well as an undisclosed number of additional strategies from managers other than Eaton Vance expected to launch ahead of the November rollout, said CEO Thomas Faust Wednesday.
PR Newswire
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Brandes Investment Partners to Introduce NextShares™ Exchange-Traded Managed Funds
“Brandes seeks to provide stability, consistency, outperformance and exceptional services to generations of clients,” said Stephen W. Clarke, president of NextShares Solutions. “For those reasons, Brandes will make a great partner in bringing the distribution of NextShares to investors.”
Press Release
Press Release
Calvert to Launch Responsibly Managed Ultra-Short Income Strategy in NextShares™ Structure
“We are proud to partner with Calvert as the first company to bring responsible income investing to their clients through NextShares,” said Stephen W. Clarke, President of NextShares Solutions. “We are looking forward to working together to expand their product line-up to include NextShares.”
Ignites
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NextShares Fits With 'Spirit of the DOL'
Bradley Saacks from Ignites, interviews Stephen Clarke, President of NextShares. Saacks and Clarke discuss NextShares distribution and Department of Labor regulation.
ETF Advisor
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Gabelli Funds Launches Food of All Nations NextShares
Gabelli Funds, LLC, announced that Gabelli Food of All Nations NextShares will list and commence trading on Nasdaq Stock Market LLC on February 14, 2017.
Business Wire
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Causeway Capital Management to Introduce NextShares
“Causeway is a trusted investment manager and we’re proud to begin partnering with them,” said Stephen W. Clarke, president of NextShares Solutions.
Nationwide
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Nationwide Funds to Introduce NextShares
“We're proud to add Nationwide Funds as a NextShares partner,” said Stephen W. Clarke, president of NextShares Solutions. “We're pleased to expand the distribution of NextShares to Nationwide Funds investors.”
Business Wire
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Gabelli Funds Launches Gabelli Media Mogul NextShares
Gabelli Funds, LLC, announced today that Gabelli Media Mogul NextShares will list and commence trading on Nasdaq Stock Market LLC on December 1, 2016.
Business Wire
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Interactive Brokers Group Announces the Availability of Eaton Vance NextShares™ with No Transaction Fees
Interactive Brokers Group, Inc., announced today the availability of Eaton Vance NextSharesTM exchange-traded managed funds through its investing and trading platforms on a no-transaction fee (NTF) basis.
Ignites
External Link
Ivy First Licensee to Go Live With NextShares
Ivy Investments launched three strategies using the NextShares exchange-traded managed fund structure, becoming the first licensee of the Eaton Vance affiliate to launch any of the products.
Business Wire
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Ivy Launches its First Three NextShares™
Ivy Investment Management Company today introduced its first three Ivy NextShares as part of a planned lineup of NextShares exchange-traded managed funds. Ivy is among the first to offer the new structure.
Forbes
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NextShares Targets Lower Fund Fees
Julie Cooling from RIA Channel, interviews Jonathan Isaac, Managing Director of Product Strategy at NextShares. Cooling and Isaac discuss the launch of one of the most innovative financial platforms of our time.
STRUCTUREDRETAILPRODUCTS.COM
External Link
UBS Beefs up ETF offering in the US via partnership with Eaton Vance subsidiary
The $910 billion Boston-based institutional investment consultant is working with the global asset manager to identify new NextShares™ exchange-traded managed fund (NextShares) sub-advisers.
Press Release
Press Release
NEPC Engaged by Eaton Vance for NextShares™ Sub-Adviser Search
Ignites
External Link
UBS First Wirehouse to Ink Eaton Vance NextShares Deal
Eaton Vance signed an agreement with UBS Wealth Management to distribute NextShares through its financial advisor network. The distributor is the first wirehouse to accommodate the new investment wrapper on its platform.
Press Release
Press Release
UBS Plans to Offer NextShares Exchange-Traded Managed Funds
Fund Action
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Early Adopters of NextShares Set To Benefit
“There’s an economic advantage in terms of pricing,” Stephen Clarke, president of Eaton Vance subsidiary NextShares Solutions, told FA.
Ignites
External Link
NextShares Inks Second Distribution Deal
Interactive Brokers Group said Thursday that it plans to offer NextShares exchange-traded managed funds to retail investors and financial pros through its platforms, making it the second distributor through which the products can be sold.
Ignites
External Link
Ivy Funds Preps NextShares for Launch
Ivy Funds is lining up to be the first third-party manager to launch NextShares non-transparent exchange-traded products. NextShares is an Eaton Vance subsidiary.
Press Release
External Link
Ivy NextShares to Launch Late Summer 2016
Ivy NextShares, managed by Ivy Investment Management Company, a subsidiary of Waddell & Reed Financial, Inc., has filed a registration statement with the Securities & Exchange Commission to register three Ivy NextShares exchange-traded managed funds (NextShares).
ETF Express
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Eaton Vance to launch two additional NextShares funds
Eaton Vance Corp is to launch two additional NextShares exchange-traded managed funds, the Eaton Vance Global Income Builder NextShares (:EVGBC) and Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares (EVLMC).
ThinkAdvisor.com
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Neither ETF Nor Mutual Fund, Behold the Exchange-Traded Managed Fund
Eaton Vance launched NextShares in late February; other investment advisors have pending deals for their own exchange-traded managed fund.
Ignites
External Link
Eaton Vance CEO: NextShares Launch to Create Domino Effect
Eaton Vance CEO Tom Faust is counting on the recent launch of NextShares to build momentum for the non-transparent exchange-traded products.
Press Release
Press Release
Stephen Clarke, President of NextShares Solutions LLC Scheduled to Present at Citi 2016 Asset Management and Broker Dealer Investor Conference
Eaton Vance Corp. (NYSE: EV) announced that Stephen Clarke, President of NextShares Solutions LLC, is scheduled to speak at the Citi 2016 Asset Management and Broker Dealer Investor Conference on Thursday, March 3, 2016.
Nasdaq
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Eaton Vance Stock NextShares Rings the Nasdaq Stock Market Opening Bell
Eaton Vance, a leading global asset manager whose history dates to 1924, will visit the Nasdaq MarketSite in Times Square in celebration of launching Eaton Vance Stock NextShares (Nasdaq:EVSTC).
ETF.com
External Link
Eaton Vance’s NextShares Finally Debuts
Exchange-traded managed funds—the new structure patented by Eaton Vance that falls somewhere between an ETF and an open-ended mutual fund—are coming to market.
Ignites
External Link
On Verge of NextShares Launch, Eaton Vance Preaches Patience
Eaton Vance CEO Tom Faust had a single message for NextShares skeptics during Wednesday’s earnings call: Have patience.
Mutual Fund Wire
External Link
Don't Call Them ETMFs
When it comes to the new type of funds that Eaton Vance is creating, call them NextShares or exchange-traded managed funds but don't use the abbreviation.
Ignites
External Link
B-Ds Want NextShares 'Proof'; 2016 Could Deliver It
Eaton Vance’s plans to launch the first swath of NextShares this year may be off the table, but officials are hoping a successful 2016 debut will convince distributors and asset managers to set aside their reservations and make the products a priority.
Pensions & Investments
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Managers finding new ETF niches to stake their claims
Over the past several months, U.S. money managers traditionally associated with active portfolio management for both retail and institutional clients have made their exchange-traded fund aspirations more pronounced.
ThinkAdvisor
External Link
New Providers in U.S. ETF Space Set Record: ETFGI
Asset managers are tripping over themselves to get into the U.S. exchange-traded funds and products space, according to a report released Thursday by ETFGI, a London-based research and consultancy firm.
Ignites
External Link
Columbia Threadneedle Plots Multi-Front ETF Expansion
Columbia Threadneedle plans to build on its small lineup of active ETFs with both index-based strategies and non-transparent exchanged-traded managed funds.
The Wall Street Journal
External Link
Columbia Management Seeks Permission to Launch NextShares, Index ETFs
Columbia Management Investment Advisers LLC, a Boston subsidiary of Ameriprise Financial Inc., is seeking permission from regulators to launch a version of exchange-traded managed funds, a new breed of fund planned by Eaton Vance Corp.
ETF Express
External Link
Eaton Vance's NextShares gets its first custodian on board
ALPS has entered into a preliminary agreement with Navigate Fund Solutions LLC (Navigate), a subsidiary of Eaton Vance Corp., to support the launch of a family of ALPS NextShares exchange-traded managed funds (ETMFs).
Investment News
External Link
Eaton Vance's NextShares gets its first custodian on board
NextShares, the new fund structure from Eaton Vance Corp. designed to reduce the costs of active management, has won its first broker-dealer partner. Two investing platforms managed by Foliofn Investments Inc. will offer the funds to financial advisers and other investors.
Ignites
External Link
NextShares Touts First B-D Distribution Deal
Eaton Vance has found a broker-dealer to allow its brokerage and RIA custody clients to buy and sell NextShares exchange-traded managed funds.
The Wall Street Journal
External Link
Online Brokerage Folio Investing to Offer NextShares
Online brokerage services Folio Investing and Folio Institutional plan to offer a new type of fund created by a unit of Eaton Vance Corp. that may start trading later this year.
Press Release
External Link
ALPS Announces Initiative to Launch NextShares
ALPS, a DST Company providing products and services to the financial services industry, today announced it has entered into a preliminary agreement with Navigate Fund Solutions LLC, a subsidiary of Eaton Vance Corp., to support the launch of a family of ALPS NextShares™ exchange-traded managed funds.
Press Release
External Link
Folio Announces Plans to Offer NextShares
Folio Investing and Folio Institutional, leading online brokerage services for individual investors, financial advisors, institutions and their clients, today announced plans to be the first broker-dealer to offer NextShares™ exchange-traded managed funds directly to individual investors, advisors and institutions.
The Wall Street Journal
External Link
Envestnet Plans to Offer NextShares
“Envestnet’s decision may make it easier for other companies to step forward to offer the exchange-traded managed funds.” - CEO Tom Faust
Press Release
External Link
Envestnet Announces Initiative to Offer NextShares
Envestnet, Inc. today announced plans to make NextShares™ exchange-traded managed funds available to financial advisors through the Envestnet wealth management platform as part of its advisor-as-portfolio-manager tools as well as through Fund Strategist Portfolios (FSPs).
WealthManagement.com
External Link
Ten to Watch 2016: Stephen Clarke
Stephen Clarke is among the 10 influencers and innovators expected to impact the advisory industry in 2016.
Financial Times
External Link
NextShares in Financial Times: ETF model puts active managers to the test
The SEC has cleared a new vehicle developed by Eaton Vance. It will carry the brand name NextShares, and might just be the biggest innovation for the investment industry since the ETF 25 years ago.
Boston Business Journal
External Link
Pioneer Investments offers NextShares in Boston Business Journal: Eaton Vance's new product could revolutionize
“Having big ambitions and tremendous respect for the value added of this structure, I would like to have more fund companies signed up.” - CEO Tom Faust
The Wall Street Journal
External Link
Tom Faust on NextShares Developments
Eaton Vance got approval for a new thing called NextShares. It enhances performance, saves on taxes and delivers active strategies more efficiently.
Ignites
External Link
Eaton Vance Cuts Costs, Preserves Margins With NextShares
“Lower costs relative to active mutual funds is a key selling point to advisors.”
Ignites
External Link
Victory Capital Signs Up for NextShares
Victory Capital Management is the latest firm to sign with Eaton Vance to develop and launch NextShares.
Traders Magazine
External Link
Eaton Vance NextShares Carves Out a New Space
Bank of America Merrill Lynch, Jason Crosby said, “We are working through the operational requirements to offer NextShares exchange-traded managed funds to our clients when available.”
Investment News
External Link
Seeing through the ETF argument in favor of transparency
Transparency promotes marketplace competition, supports better investor decision-making and exposes suspect market practices.
The New York Times
External Link
Eaton Vance Charts Exchange-Traded Future
“We are changing the social contract with mutual fund investors. This really can be transformational.” - CEO Tom Faust
Mutual Fund Wire
External Link
Active Fundsters Hear ETFs Calling, Even During the Price War
Active managers American Beacon and Gabelli Funds sign up for NextShares.
Ignites
External Link
Executives Who Got the Job Done in 2014
“When this [idea] came up it was apparent it could be a game-changer. NextShares have the potential to broadly improve the performance and tax efficiency of active fund strategies …” - Navigate CEO Stephen Clarke
Press Release
Press Release
Availability of New White Paper Examining Avoidable Structural Costs of Actively Managed Mutual Funds and Their Impact on Fund Performance
NextShares have the ability to sidestep significant fund costs, asset custody charges and the cost of portfolio trades to implement managers’ buy and sell decisions.
Bloomberg
External Link
Eaton Vance Invented a New Flavor of Mutual Fund
Eaton Vance got approval for a new thing called NextShares. It enhances performance, saves on taxes, and delivers active strategies more efficiently.
 

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