Jade Huang
Chief Investment Officer bei Calvert Research & Management
Ursprung des Netzwerks ersten Grades von Jade Huang
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Calvert Research & Management
 Calvert Research & Management Investment ManagersFinance Calvert Research & Management (Calvert) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2016 as a wholly owned subsidiary of Eaton Vance Management. Previously, Calvert was an indirect wholly owned subsidiary of Eaton Vance Corp. (NYSE: EV). In 2021 Morgan Stanley (NYSE: MS) acquired Eaton Vance Corp. and its subsidiaries. Calvert provides investment advisory services to registered investment companies, institutional investors, and Wrap Programs.
41
| Subsidiary | Investment Managers | 41 |
Calvert Investment Management, Inc.
 Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients.
29
| Extinct | Investment Managers | 29 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jade Huang
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Eaton Vance Management
 Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Corporate Officer/Principal Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Boston Management & Research
 Boston Management & Research Investment ManagersFinance Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Head-Fixed Income Invts Analyst-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| EATON VANCE LIMITED DURATION INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal President | |
| EATON VANCE SENIOR FLOATING-RATE TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President Corporate Officer/Principal President | |
Eaton Vance Short Duration Strategic Income Fund
 Eaton Vance Short Duration Strategic Income Fund Investment Trusts/Mutual FundsMiscellaneous Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal President | |
| EATON VANCE FLOATING-RATE INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal President | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| EATON VANCE NEW YORK MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
Loan Syndications & Trading Association, Inc.
 Loan Syndications & Trading Association, Inc. Internet Software/ServicesTechnology Services Loan Syndications & Trading Association, Inc. is an organization that is focused on educating individuals on various topics related to the loan industry. The private company is based in New York, NY. The company's recent focus has been on the transition away from libor-based loans, and they are offering educational opportunities for those interested in learning more about this topic, as well as other areas such as clos and private credit, liability management transactions and restructuring. The organization was founded by Christopher Anthony Pucillo. | Internet Software/Services | Director/Board Member Chairman Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
| EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal President President | |
| EATON VANCE SENIOR INCOME TRUST | Investment Trusts/Mutual Funds | President Corporate Officer/Principal Chief Executive Officer | |
| London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
| The Johns Hopkins University | College/University | Graduate Degree Graduate Degree | |
| The University of Texas at Austin | College/University | Corporate Officer/Principal Masters Business Admin | |
Calvert Social Investment Foundation, Inc.
 Calvert Social Investment Foundation, Inc. Financial ConglomeratesFinance Calvert Social Investment Foundation, Inc. provides community investment notes to social development organizations. The firm connects individual investors with organizations working globally, developing affordable housing, creating jobs, protecting the environment, and working in other ways for the social good. The company was founded in 1995 and is headquartered in Bethesda, MD. | Financial Conglomerates | Director/Board Member Director/Board Member | |
| American University | College/University | Graduate Degree Graduate Degree | |
| EATON VANCE FLOATING-RATE INCOME PLUS FUND | Investment Trusts/Mutual Funds | President President | |
The Social Investment Forum
 The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | Investment Trusts/Mutual Funds | President President | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
 Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| U.S. Department of the Treasury | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
| George Washington University | College/University | Graduate Degree Undergraduate Degree | |
Oxfam America, Inc.
 Oxfam America, Inc. Miscellaneous Commercial ServicesCommercial Services Oxfam America, Inc. is an international relief and development organization that provides different solutions to poor, hunger and injustice. It also offers advocacy, public education, and emergency assistance programs. The company was founded in 1970 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
US SIF
 US SIF Miscellaneous Commercial ServicesCommercial Services US SIF is a forum for sustainable and responsible investment that aims to shift investment practices towards sustainability and generate positive social and environmental impacts. The non-profit company is based in Washington. Its members include investment management and advisory firms, mutual fund companies, asset owners, research firms, financial planners and advisors, community investing organizations, and nonprofit associations. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| EATON VANCE MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | President President | |
| Middlebury College | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree Undergraduate Degree | |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal |
Statistik
International
| Vereinigte Staaten | 48 |
| Vereinigtes Königreich | 3 |
| Israel | 2 |
Sektoral
| Miscellaneous | 20 |
| Consumer Services | 14 |
| Finance | 11 |
| Commercial Services | 6 |
| Technology Services | 2 |
Operativ
| Corporate Officer/Principal | 131 |
| Portfolio Manager-Equities | 68 |
| Undergraduate Degree | 62 |
| Portfolio Manager-Fixed Income | 59 |
| Analyst-Equity | 50 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Cindy Clemson | 33 |
| Eric Stein | 28 |
| Craig Brandon | 23 |
| Scott H. Page | 16 |
| Griff Noble | 11 |
| Vishal Khanduja | 11 |
| John Henry Streur | 11 |
| Raphael Leeman | 11 |
| Von M. Hughes | 11 |
| Mike Weilheimer | 10 |
| Daniel F. Rourke | 10 |
| Marshall Stocker | 9 |
| Catherine McDermott | 9 |
| Aaron Dunn | 8 |
| Steve Falci | 8 |
- Börse
- Insiders
- Jade Huang
- Unternehmensverbindungen
