Atlanta Capital's parent company, Eaton Vance is being acquired by Morgan Stanley. Atlanta Capital clients may be asked to provide consent to deemed assignments of separately managed account advisory agreements.

On October 8, 2020, Eaton Vance Corp. (Eaton Vance) and Morgan Stanley announced that they had entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance and its affiliates. Eaton Vance’s Board of Directors and Voting Trustees believe this acquisition is in the best interests of our clients, business partners and employees.

Morgan Stanley and Eaton Vance expect the transaction to be completed no later than early in the second quarter. Subject to the satisfaction of customary closing conditions, including receipt of necessary regulatory approvals and client consents, the transaction could take place as soon as March 1, 2021.

About the acquisition

  • Creates a $1.2 trillion global asset manager with complementary investment capabilities and distribution strengths
  • Expands breadth and depth of investment strategies, enhancing our commitment to providing world‐class client solutions
  • Provides additional market opportunities for our investment teams in the U.S. and internationally
Morgan Stanley Acquisition Press Release

Separately Managed Account (SMA) Consent Information

If you are an owner of a separate account and/or certain private funds managed by Atlanta Capital you may be sent a letter requesting your consent to our continued management of your investment strategy following the close of the transaction. Depending on the terms of your investment management agreement or investment in a private fund, your consent may be required to be in writing.

Own shares of an Atlanta Capital-sub-advised open-end fund?

Atlanta Capital subadvises certain funds offered and distributed by Eaton Vance Distributors, Inc., a registered broker-dealer. Please visit Eaton Vance’s website for voting information regarding these funds.