SSCHEDULE 14A
(Rule 14a-101)
INFORMATION REQUIRED IN PROXY STATEMENT
SCHEDULE 14A INFORMATION
Proxy Statement Pursuant to Section 14(a) of the
Securities Exchange Act of 1934 (Amendment No. )
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[ ] Definitive Proxy Statement
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[ ] Soliciting Material Pursuant to Section 240.14a-12
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Eaton Vance Growth Trust Eaton Vance Investment Trust Eaton Vance Municipals Trust Eaton Vance Municipals Trust II Eaton Vance Mutual Funds Trust Eaton Vance Series Fund, Inc. Eaton Vance Series Trust Eaton Vance Series Trust II Eaton Vance Special Investment Trust Eaton Vance Variable Trust Eaton Vance NextShares Trust Eaton Vance NextShares Trust II Core Bond Portfolio Emerging Markets Local Income Portfolio Eaton Vance Floating Rate Portfolio Global Income Builder Portfolio Global Macro Absolute Return Advantage Portfolio Global Macro Capital Opportunities Portfolio Global Macro Portfolio Global Opportunities Portfolio Greater India Portfolio High Income Opportunities Portfolio International Income Portfolio Senior Debt Portfolio Stock Portfolio Tax-Managed Growth Portfolio Tax-Managed International Equity Portfolio Tax-Managed Multi-Cap Growth Portfolio Tax-Managed Small-Cap Portfolio Tax-Managed Value Portfolio 5-To-15 Year Laddered Municipal Bond Portfolio (Name of Registrant as Specified in Its Charter) |
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Subject Line: Important information for Fund shareholders and SMA account owners
Important details regarding the Morgan Stanley acquisition
Name,
On October 8, 2020, Eaton Vance Corp. (Eaton Vance) and Morgan Stanley announced that we have entered into a definitive agreement for Morgan Stanley to acquire Eaton Vance and its affiliates.
Shareholder approval of new investment advisory agreements and, where applicable, new investment sub-advisory agreements is required to provide continuity of the Funds’ investment programs and to help ensure that Fund operations continue uninterrupted after the close of the transaction. Depending on how your clients’ accounts are held, their Fund shares may be voted by their advisor, their plan or by another fiduciary that is entitled to vote on their behalf. Additionally, depending on how Fund shares are held at your firm, certain clients may not receive Fund proxy materials. Fund shareholders may be contacted by an outside proxy solicitation firm. Only clients who have not objected to being contacted will be contacted.
We will not call owners of separate accounts and certain private funds. These investors may be sent consent letters to permit the management of their investment strategies to continue following the close of the transaction. More details can be found at the link below.
- Fund shareholder proxy voting and SMA account consent details
For more information please call 800-836-2414.
SHAREHOLDERS SHOULD READ THEIR FUND'S DEFINITIVE PROXY STATEMENT. IT CONTAINS IMPORTANT INFORMATION. EACH FUND WILL MAIL ITS DEFINITIVE PROXY STATEMENT TO SHAREHOLDERS AS OF THE RELEVANT RECORD DATE. EACH FUND'S DEFINITIVE PROXY STATEMENT AND OTHER RELATED MATERIALS WILL ALSO BE AVAILABLE, WITHOUT CHARGE, ON THE SECURITIES AND EXCHANGE COMMISSION'S WEBSITE.
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE
Investment Professional Use Only. Not To Be Used With the Public.
©2021 Eaton Vance Management
Two International Place, Boston, MA 02110
eatonvance.com | 800-836-2414
If you received this email in error or no longer wish to receive emails from Eaton Vance, manage your preferences here.
Subject Line: Important information for Fund shareholders and SMA account owners
Important details regarding the Morgan Stanley acquisition
Name,
On October 8, 2020, Eaton Vance Corp. (Eaton Vance) and Morgan Stanley announced that we have entered into a definitive agreement for Morgan Stanley to acquire Eaton Vance and its affiliates.
Shareholder approval of new investment advisory agreements and, where applicable, new investment sub-advisory agreements is required to provide continuity of the Funds’ investment programs and to help ensure that Fund operations continue uninterrupted after the close of the transaction. Depending on how your clients’ accounts are held, their Fund shares may be voted by their advisor, their plan or by another fiduciary that is entitled to vote on their behalf. Additionally, depending on how Fund shares are held at your firm, certain clients may not receive Fund proxy materials. Fund shareholders may be contacted by an outside proxy solicitation firm. Only clients who have not objected to being contacted will be contacted.
We will not call owners of separate accounts and certain private funds. These investors may be sent consent letters to permit the management of their investment strategies to continue following the close of the transaction. More details can be found at the link below.
- Fund shareholder proxy voting and SMA account consent details
Please reach out with any questions.
[Wholesaler Signature]
SHAREHOLDERS SHOULD READ THEIR FUND'S DEFINITIVE PROXY STATEMENT. IT CONTAINS IMPORTANT INFORMATION. EACH FUND WILL MAIL ITS DEFINITIVE PROXY STATEMENT TO SHAREHOLDERS AS OF THE RELEVANT RECORD DATE. EACH FUND'S DEFINITIVE PROXY STATEMENT AND OTHER RELATED MATERIALS WILL ALSO BE AVAILABLE, WITHOUT CHARGE, ON THE SECURITIES AND EXCHANGE COMMISSION'S WEBSITE.
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE
Investment Professional Use Only. Not To Be Used With the Public.
©2021 Eaton Vance Management
Two International Place, Boston, MA 02110
eatonvance.com | 800-836-2414
If you received this email in error or no longer wish to receive emails from Eaton Vance, manage your preferences here.
January 19, 2021
Dear Valued Business Partner:
On October 8, 2020, Eaton Vance Corp. (Eaton Vance) and Morgan Stanley announced that we have entered into a definitive agreement for Morgan Stanley to acquire Eaton Vance and to merge our investment management businesses. By bringing together the investment capabilities, distribution and client service resources, brands and cultures of Eaton Vance and Morgan Stanley Investment Management, we seek to create the world’s premier asset management organization.
As we approach this transformative event in the long history of Eaton Vance, please be assured that the investment and client service teams of our Eaton Vance Management, Parametric Portfolio Associates (Parametric), Calvert Research and Management (Calvert) and Atlanta Capital affiliates remain singularly focused on providing you and your clients with the high-quality investment management services you have come to expect from us. We are convinced that the proposed combination with Morgan Stanley Investment Management will only enhance our ability to serve our valued clients and business partners with true distinction.
In connection with the proposed transaction, certain approvals of fund shareholders and separate account clients are required. In particular:
| · | Shareholders of the Eaton Vance, Parametric and Calvert mutual funds and closed-end funds are being asked to support the fund boards’ recommendation to approve new investment advisory agreements. Fund shareholders are being provided with materials and information describing the recommended approvals, which they should read and consider carefully before voting. We encourage all fund shareholders to vote in favor of the proposals by following the instructions provided. Shareholders of record and non-objecting beneficial owners of fund shares held through a financial intermediary may be contacted by an outside proxy solicitation firm if they have not yet voted their shares. Voting promptly helps limit costs and client inconvenience in connection with the funds’ proxy solicitations. |
- Owners of separately managed accounts and certain private funds managed by Eaton Vance Management, Parametric, Calvert and Atlanta Capital may be sent consent letters seeking authorization to permit the management of their investments to continue following the close of the transaction. Depending on the terms of the specific agreement, clients may be asked to provide affirmative written consent, which may be provided by regular mail, email or fax. In other cases, consent will occur automatically a designated number of days after the consent letter is sent, unless the client has objected in writing. Each client letter specifies in detail the nature of the consent requirement, and what actions, if any, are needed to provide consent. As with the funds’ proxy solicitations, responding promptly limits costs and client inconvenience in connection with the consent process.
- Certain Parametric clients with discretionary managed accounts on the Investment Advisory Program (IAP) will receive Parametric’s Form ADV summary of material changes in the last week of January (view full ADV here). The Form ADV summary of material changes and accompanying appendix will notify such clients of their ability to terminate their Parametric accounts before the close of the transaction. Parametric Custom Core Equity clients with accounts on the Strategic Portfolio Advisor Service (SPA) platform will receive a letter from Eaton Vance asking them to affirmatively consent to the proposed transaction. Parametric Ladders Fixed Income clients with accounts on SPA will receive consent letters notifying them of the proposed transaction and allowing them to object to Parametric’s continued provision of services, but not requiring an affirmative response.
The proposed transaction is subject to customary closing conditions. Until the closing, Morgan Stanley and Eaton Vance will remain separate and independent companies.
If you or your clients have any questions about the proposed transaction or the requested consents, please contact your Eaton Vance representative or visit the dedicated transaction website at eatonvance.com/vote.
Thank you for your prompt attention to this important matter.
Sincerely,
Thomas E. Faust Jr.
Chairman and Chief Executive Officer
FUND SHAREHOLDERS SHOULD READ THEIR FUND'S DEFINITIVE PROXY STATEMENT, AS IT CONTAINS IMPORTANT INFORMATION. EACH FUND WILL MAIL ITS DEFINITIVE PROXY STATEMENT TO SHAREHOLDERS AS OF THE RELEVANT RECORD DATE. EACH FUND'S DEFINITIVE PROXY STATEMENT AND OTHER RELATED MATERIALS ARE AVAILABLE, WITHOUT CHARGE, ON THE SECURITIES AND EXCHANGE COMMISSION'S WEBSITE.
©2021 Eaton Vance Management | Two International Place, Boston, MA 02110 | 800.836.2414 | eatonvance.com
37099 | 12.10.20
For Investment Professional Use Only. Not for Use with the Public.