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Rating:FundVest Welcomes Eaton Vance Not Rated 3.0 Email Routing List Email & Route  Print Print
Wednesday, November 28, 2001

FundVest Welcomes Eaton Vance

Reported by Tony Pennino

Eaton Vance's family of mutual funds will now be available on FundVest Institutional, a no-transaction-fee mutual fund program. FundVest is a service of Pershing, a CSFB company.

FundVest provides an opportunity for financial professionals such as RIAs, including those in the managed account niche, to offer investors both load and no-load mutual funds at net asset value.

FundVest also includes the Correspondent Investment Management Support feature. Advisors can utilize this service to offer clients consolidated quarterly performance reporting for a number of different portfolio holdings.

"Eaton Vance is pleased to offer its full family of funds through Pershing's FundVest Institutional program," added Cornelius Sullivan, managing director of corporate accounts for Eaton Vance. "This program enhances our distribution capabilities and further reinforces our commitment to investment professionals and the fee-based marketplace." 

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