Eaton Vance (EV), with $300B in AUM, is a prime example of a large asset manager that has effectively utilized public relations to enhance its brand and credibility and raise its profile among its target audience of financial advisors.

As a result of its work with Dukas Linden Public Relations (DLPR), Eaton Vance now holds the 4th place ranking on Cogent Reports’ Institutional Investor Brandscape 2015 survey of most favored asset management brands. Prior to engaging DLPR, Eaton Vance did not place within the top 25.

Program Goals

Eaton Vance hired DLPR in November 2014, because it sought to extend its foothold within the retail marketplace by appealing directly to the top concerns of financial advisors. Through periodic surveys of the advisory community, EV determined that these concerns were: income, volatility and taxes (which the company dubbed “IVT”). EV tasked DLPR with raising its profile and positioning it as a thought-leader by securing regular top-tier media opportunities for its managers to discuss how its products addressed IVT concerns.

Strategy

DLPR implements a comprehensive PR plan focused on positioning EV as an industry leader in generating income, navigating market volatility and effectively managing taxes (IVT), while simultaneously working to increase interest from financial advisors in EV’s suite of mutual funds.

The strategy features a two-pronged approach: 1) elevating EV’s visibility in the financial press, 2) while highlighting its IVT initiative and quarterly survey results (which it calls ATOMIX: Advisor Top-Of-Mind Index).

This plan has included positioning EV managers as leading voices on investment management and global financial markets by:

  • Introducing its portfolio managers to prominent financial journalists.
  • Securing regular top-tier broadcast opportunities.
  • Managing media campaigns around quarterly ATOMIX survey results.
  • Providing regular media coaching to help PMs weave IVT messages into every interview.

Campaign Results

Since the media campaign began there has been a 15% increase in advisors who recognize Eaton Vance as a leader in IVT. Highlights include:

  • Multiple co-hosting opportunities for Eaton Vance portfolio managers on CNBC‘s “Power Lunch.”
  • Eaton Vance’s Focused Growth Opportunities fund (EAFGX) and Multisector Income fund (EVBAX) were featured in the December 13, 2016, and November 21, 2016, issue of Barron’s, respectively.
  • The May 2016 announcement of ATOMIX was covered widely in the financial and mainstream media, and USA Today devoted a front-page graphic to the results for two consecutive days.
  • The May 2015 release of ATOMIX was covered extensively by the Wall Street Journal, which devoted an entire article and online video to the topic.

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  • March 22, 2017

    John Moninger, managing director at Eaton Vance, was quoted on the ATOMIX survey findings.

  • March 9, 2017

    Mike Allison, vice president at Eaton Vance, appeared on “BBC World News Business” to discuss the U.S. Stock Market Rally.

  • March 1, 2017

    Eddie Perkin, vice president at Eaton Vance, appeared on “Halftime Report” to discuss the reaction to Trump’s speech.

  • February 14, 2017

    John Moninger, managing director at Eaton Vance, appeared on “Boston News” to discuss the ATOMIX Survey findings.

  • January 31, 2017

    Eddie Perkin, vice president at Eaton Vance, appeared on “Squawk Box Asia” to discuss how volatility in the markets makes the case for active management stronger.

  • January 27, 2017

    Eric Stein, vice president at Eaton Vance, was quoted on Wall Street’s anticipation of Trump’s market moves and report profit results.

  • January 24, 2017

    Kathleen Gaffney, vice president at Eaton Vance, was interviewed on her portfolio investment strategies and insight on diversifying fixed income.

  • January 18, 2017

    Kathleen Gaffney, vice president at Eaton Vance, was interviewed on how her Multisector Income Fund beat 99% of rivals with a 22% return.

  • January 13, 2017

    Eddie Perkin, vice president at Eaton Vance, appeared on “Business Live” to discuss biotech stocks under a Trump presidency.

  • January 13, 2017

    Eddie Perkin, vice president at Eaton Vance, appeared on “Business Live” to discuss the U.S. bank results for the fourth quarter.

  • January 11, 2017

    Kathleen Gaffney, vice president at Eaton Vance, appeared on “Bloomberg Markets” to discuss the bond market, interest rates, and how the Trump administration’s fiscal policies will affect markets.

  • January 5, 2017

    Eddie Perkin, vice president at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss sectors to watch in 2017.

  • December 21, 2016

    Henry Peabody, portfolio manager at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss active management, and whether Donald Trump’s policies will help the market.

  • December 15, 2016

    Eric Stein, a vice president at Eaton Vance, appeared on “Bloomberg Markets: Americas” to discuss Fed policy, fiscal stimulus, and the potential for a spike in inflation.

  • December 13, 2016

    Yana Barton, vice president at Eaton Vance, and Lew Piantedosi, vice president and portfolio manager at Eaton Vance, were interviewed about their strategy for picking stocks.

  • December 13, 2016

    Eric Stein, vice president at Eaton Vance, was quoted on the speculation over whether the Fed will raise interest rates.

  • December 8, 2016

    David Richman, national director at Eaton Vance, was quoted on how to form close relationships with clients.

  • December 7, 2016

    David Richman, national director at Eaton Vance, was quoted on the importance of financial advisors focusing on members of a family other than just the breadwinner.

  • December 2, 2016

    Chris Morahan, institutional portfolio manager with Eaton Vance, was quoted on using the year’s end to make sure investors revisit their portfolios.

  • December 2, 2016

    Lew Piantedosi, portfolio manager at Eaton Vance, appeared on “Nightly Business Report” to discuss tech sector performance-FB, AMZN and AVGO.

  • December 1, 2016

    Eric Stein, vice president at Eaton Vance, was quoted on the long-term market volatility of China.

  • November 28, 2016

    Kathleen Gaffney, vice president at Eaton Vance, appeared on “Bloomberg Markets” to discuss interest rates and the current state of the bond market.

  • November 21, 2016

    Kathleen Gaffney, vice president at Eaton Vance, was quoted on energy bonds.

  • November 17, 2016

    Eddie Perkin, vice president at Eaton Vance, was quoted on the reaction of the markets to President Trump’s victory.

  • November 11, 2016

    Eddie Perkin, vice president at Eaton Vance, appeared on “Halftime Report” to discuss post-election market outlook.

  • October 23, 2016

    Eddie Perkin, vice president at Eaton Vance, was quoted on allaying the general concern and fear regarding the market pending the election.

  • October 20, 2016

    Eddie Perkin, vice president at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss investing ahead of the election and his stock picks.

  • October 19, 2016

    Henry Peabody, portfolio manager at Eaton Vance, appeared on “Bloomberg Markets” to discuss investment strategies for the stock market.

  • October 6, 2016

    Lew Piantedosi, portfolio manager at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss growth potential for healthcare stocks.

  • October 5, 2016

    Yana Barton, vice president at Eaton Vance, appeared on “Halftime Report” to discuss oil prices, stocks, and top trades.

  • September 20, 2016

    Craig Brandon, co-director of municipal investments at Eaton Vance, was quoted on the positive impact Puerto Rico’s oversight board has made on the bond market.

  • September 9, 2016

    Kathleen Gaffney, vice president at Eaton Vance, appeared on “Closing Bell” to discuss her take on bonds and interest rates.

  • August 11, 2016

    Yana Barton, vice president at Eaton Vance, appeared on “Halftime Report” to discuss her take on the Fed, rates and rotation in the market.

  • August 9, 2016

    John Moninger, managing director of retail sales at Eaton Vance, appeared on “Bloomberg Markets” to discuss the ATOMIX survey findings and the VIX index.

  • August 8, 2016

    Eddie Perkin, vice president at Eaton Vance, appeared on “Bloomberg GO” to discuss large-cap stocks and his investment strategies.

  • July 28, 2016

    Eddie Perkin, vice president at Eaton Vance, was quoted on U.S. stock indexes.

  • July 26, 2016

    Craig Russ, vice president at Eaton Vance, appeared on “Bloomberg Markets” to discuss floating-rate loans. 

  • July 22, 2016

    Kathleen Gaffney, vice president at Eaton Vance, appeared on “Bloomberg Markets” to discuss the outlook for U.S. Treasuries. 

  • July 21, 2016

    Michael Sullivan, CFA of Eaton Vance, was quoted on municipal bonds.

  • July 6, 2016

    Eddie Perkin, vice president at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss Brexit and market volatility.

  • June 29, 2016

    Eddie Perkin, vice president at Eaton Vance, appeared on Bloomberg “Markets” to discuss U.S. stock-index futures.

     

  • June 28, 2016

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Surveillance” to discuss the Fed and Brexit.

  • June 14, 2016

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Bloomberg GO” to discuss Brexit.

  • June 13, 2016

    Kathleen Gaffney, vice president at Eaton Vance, appeared on “Bloomberg Markets” to discuss the bond market and the Fed.

  • June 7, 2016

    Adam Weigold, vice president and portfolio manager at Eaton Vance, was quoted on taxable munis.

  • June 1, 2016

    John Moninger, managing director at Eaton Vance, was quoted on market volatility.

  • May 20, 2016

    Cynthia Clemson, vice president and portfolio manager at Eaton Vance, was quoted on tobacco bonds.

  • May 19, 2016

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Bloomberg Markets” to discuss the Fed and U.S. currency.

  • May 11, 2016

    John Moninger, managing director at Eaton Vance, appeared on “Yahoo! Finance” to discuss ATOMIX survey findings.

  • April 29, 2016

    Eric Stein, portfolio manager at Eaton Vance, was quoted on the Bank of Japan.

  • April 19, 2016

    Henry Peabody, vice president at Eaton Vance, appeared on “Bloomberg Markets” to discuss investment grade opportunities.

  • April 14, 2016

    Henry Peabody, vice president at Eaton Vance, was quoted on energy junk bonds.

  • April 6, 2016

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Worldwide Exchange” to discuss the Fed and investment opportunities.

  • March 16, 2016

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Bloomberg GO” to discuss the Fed and emerging markets.

  • March 14, 2016

    Craig Russ, vice president at Eaton Vance, was quoted on loan funds.

  • March 4, 2016

    Eddie Perkin, CFA at Eaton Vance, appeared on “Halftime Report” to discuss the U.S. economy.

  • February 29, 2016

    Eddie Perkin, CFA at Eaton Vance, appeared on “Mornings with Maria” to discuss equities and stock picks.

  • February 12, 2016

    Eddie Perkin, CFA at Eaton Vance, was quoted on hedge fund investments.

  • February 9, 2016

    John Moninger, managing director at Eaton Vance, appeared on “Mornings with Maria” to discuss the ATOMIX survey and market volatility.

  • February 9, 2016

    John Moninger, managing director at Eaton Vance, appeared on “Bloomberg Advantage” to discuss firm’s Advisor Top-of-Mind Index survey.

  • January 28, 2016

    Henry Peabody, vice president at Eaton Vance, was quoted on corporate bonds.

  • January 28, 2016

    Yana Barton, CFA at Eaton Vance, appeared on “Halftime Report” to discuss investment strategies.

  • January 21, 2016

    Eddie Perkin, CFA at Eaton Vance, appeared on “Halftime Report” to discuss investment opportunities.

  • January 15, 2016

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Bloomberg Advantage” to discuss the U.S. economy.

  • January 13, 2016

    Eddie Perkin, CFA at Eaton Vance, was quoted on investment strategies.

  • December 17, 2015

    Eric Stein, portfolio manager at Eaton Vance, was quoted on the Fed rate hike.

  • December 17, 2015

    Eric Stein, portfolio manager at Eaton Vance, was quoted on the Fed decision and inflation.

  • December 10, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Coast to Coast” to discuss the Fed.

  • December 3, 2015

    Henry Peabody, vice president at Eaton Vance, was quoted on global corporate bond sales.

  • November 12, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Closing Bell” to discuss market volatility.

  • November 10, 2015

    John Crowley, vice president of Eaton Vance, appeared on “Bloomberg Markets” to discuss rising interest rates.

  • October 30, 2015

    Lew Piantedosi, vice president and portfolio manager at Eaton Vance, appeared on “Nightly Business Report” to discuss investment strategies.

  • October 7, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Coast-to-Coast” to discuss investment strategies.

  • October 5, 2015

    Eddie Perkin of Eaton Vance appeared on “Bloomberg Markets” to discuss investment strategies.

  • October 2, 2015

    Chris Sunderland, portfolio manager at Eaton Vance, appeared on “The Close” to discuss his market outlook.

  • October 1, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Halftime Report” to discuss the healthcare sector.

  • September 24, 2015

    Yana Barton, CFA at Eaton Vance, appeared on “Halftime Report” to discuss her top stock picks.

  • September 21, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss the Fed and investment strategies.

  • September 16, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Power Lunch” to discuss his top stock picks.

  • September 15, 2015

    Henry Peabody, vice president and portfolio manager at Eaton Vance, appeared on “Rundown” to discuss his market outlook.

  • September 2, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Nightly Business Report” to discuss the Fed and energy sector.

  • August 31, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Power Lunch” to discuss the tech sector and emerging markets.

  • August 27, 2015

    Lew Piantedosi, vice president and portfolio manager at Eaton Vance, appeared on “Power Lunch” to discuss market strategies.

  • August 25, 2015

    John Moninger, managing director at Eaton Vance, appeared on “Mornings with Maria” to discuss ATOMIX and market volatility.

  • August 21, 2015

    Yana Barton, CFA at Eaton Vance, appeared on “Nightly Business Report” to discuss market activity.

  • July 21, 2015

    Yana Barton, CFA at Eaton Vance, appeared on “Power Lunch” to discuss the healthcare sector.

  • July 21, 2015

    Timothy Atwill, portfolio manager at Eaton Vance, was quoted on China’s market plunge.

  • July 9, 2015

    John Moninger, managing director at Eaton Vance, appeared on “Closing Bell” to discuss market volatility.

  • July 1, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Risk & Reward” to discuss Greece and the Fed.

  • June 15, 2015

    Henry Peabody, vice president and portfolio manager at Eaton Vance, appeared on “Rundown” to discuss investment strategies.

  • June 11, 2015

    Yana Barton, CFA at Eaton Vance, appeared on “Business Day” to discuss healthcare strategies.

  • May 27, 2015

    John Moninger, managing director at Eaton Vance, appeared on “Wealth Adviser” to discuss ATOMIX and investment strategies.

  • May 26, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Halftime Report” to discuss his top stock picks.

  • May 20, 2015

    Tom Metzold, CFA at Eaton Vance, was quoted on rising tax rates.

  • May 7, 2015

    Lew Piantedosi, vice president and portfolio manager at Eaton Vance, appeared on “Tech Beat” to discuss smart tech investments.

  • April 29, 2015

    Eric Stein, portfolio manager at Eaton Vance, was quoted on the U.S. economy.

  • April 15, 2015

    Kathleen Gaffney, portfolio manager at Eaton Vance, appeared on “Bottom Line” to discuss the Fed’s Beige Book.

  • March 27, 2015

    Eddie Perkin, CFA at Eaton Vance, was quoted on his top stock picks.

  • March 25, 2015

    Eddie Perkin, CFA at Eaton Vance, appeared on “Business Day” to discuss market volatility.

  • March 24, 2015

    Tom Metzold, CFA at Eaton Vance, appeared on “Closing Bell” to discuss fixed income strategies.

  • March 16, 2015

    Marshall Stocker, portfolio manager at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss international equity funds.

  • March 5, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss his top stock picks.

  • February 25, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Closing Bell” to discuss market volatility.

  • February 13, 2015

    John Moninger, managing director at Eaton Vance, appeared on “Closing Bell” to discuss the Absolute Return Advantage Fund.

  • February 6, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Closing Bell” to discuss the Jobs Report.

  • February 5, 2015

    John Moninger, managing director at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss the ATOMIX Survey.

  • February 2, 2015

    Tom Metzold, CFA at Eaton Vance, appeared on “Closing Bell” to discuss market volatility.

  • January 23, 2015

    John Moninger, managing director at Eaton Vance, appeared on “Business News” to discuss his outlook on the markets.

  • January 16, 2015

    Eric Stein, portfolio manager at Eaton Vance, appeared on “Countdown to the Closing Bell” to discuss fixed income markets.

  • January 2, 2015

    Tom Metzold, CFA at Eaton Vance, appeared on “Closing Bell” to discuss central banking.