CFA Faust - Eaton Vance Chairman Trustee
| EFR Stock | USD 12.90 0.01 0.08% |
Insider
CFA Faust is Chairman Trustee of Eaton Vance Senior
| Age | 66 |
| Address | One Post Office Square, Boston, MA, United States, 02109 |
| Phone | 617-482-8260 |
| Web | https://funds.eatonvance.com/Senior-Floating-Rate- |
Eaton Vance Management Efficiency
The company has Return on Asset of 0.0378 % which means that on every $100 spent on assets, it made $0.0378 of profit. This is way below average. Eaton Vance's management efficiency ratios could be used to measure how well Eaton Vance manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/22/2024, Return On Tangible Assets is likely to grow to 0.11. Also, Return On Capital Employed is likely to grow to 0.11. At this time, Eaton Vance's Total Assets are relatively stable compared to the past year. As of 11/22/2024, Net Tangible Assets is likely to grow to about 470 M, though Other Current Assets are likely to grow to (5.8 M).Similar Executives
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| J Holloman | Blackrock Muni Intermediate | 66 | |
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| Jennifer Flynn | Eaton Vance Senior | N/A | |
Management Performance
| Return On Equity | -0.0022 | ||||
| Return On Asset | 0.0378 |
Eaton Vance Senior Leadership Team
Elected by the shareholders, the Eaton Vance's board of directors comprises two types of representatives: Eaton Vance inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Eaton. The board's role is to monitor Eaton Vance's management team and ensure that shareholders' interests are well served. Eaton Vance's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Eaton Vance's outside directors are responsible for providing unbiased perspectives on the board's policies.
| William Park, Independent Chairman of the Board of Trustees | ||
| James Kirchner, Principal Financial and Accounting and Treasurer | ||
| Mark Fetting, Independent Trustee | ||
| Scott CFA, Portfolio Mang | ||
| Maureen Gemma, Vice President, Secretary, Chief Legal Officer | ||
| Richard Froio, Chief Compliance Officer | ||
| CFA Faust, Chairman Trustee | ||
| Valerie Mosley, Independent Trustee | ||
| Payson CFA, Chief VP | ||
| Payson Swaffield, President | ||
| Craig Russ, Portfolio Manager | ||
| Susan Sutherland, Independent Director | ||
| Thomas Faust, Trustee | ||
| Edward Perkin, President of ETG, ETY, EVT and EXG | ||
| Helen Peters, Independent Trustee | ||
| Marcus Smith, Independent Trustee | ||
| Peter CFA, Portfolio Mang | ||
| Cynthia Frost, Independent Trustee | ||
| Deidre Walsh, Vice President Chief Legal Officer | ||
| Keith Quinton, Independent Trustee | ||
| George Gorman, Independent Chairman of the Board Of Trustee | ||
| Kimberly Roessiger, Company Secretary | ||
| Scott Wennerholm, Independent Trustee | ||
| Eric Stein, President |
Eaton Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Eaton Vance a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -0.0022 | ||||
| Return On Asset | 0.0378 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.80 % | ||||
| Current Valuation | 569.13 M | ||||
| Shares Outstanding | 29.2 M | ||||
| Shares Owned By Institutions | 22.97 % | ||||
| Number Of Shares Shorted | 144.07 K | ||||
| Price To Earning | 30.16 X | ||||
| Price To Book | 0.99 X |
Pair Trading with Eaton Vance
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.Moving together with Eaton Stock
| 0.78 | V | Visa Class A | PairCorr |
| 0.88 | DIST | Distoken Acquisition | PairCorr |
| 0.69 | AB | AllianceBernstein | PairCorr |
| 0.61 | AC | Associated Capital | PairCorr |
Moving against Eaton Stock
The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Senior to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Senior moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Eaton Stock Analysis
When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.