EVSD Overview

Conversion Announcement: Morgan Stanley Investment Management has successfully converted the Morgan Stanley Income Opportunities Fund into the Eaton Vance Income Opportunities ETF, expanding its range of actively-managed fixed income ETFs to 18.

Investment Strategy: The Eaton Vance Income Opportunities ETF aims to provide diversified exposure to various global fixed income sectors, focusing on underrepresented areas in traditional portfolios, with a primary goal of generating high current income.

Market Positioning: The ETF's strategy is designed to offer flexibility across geographies, sectors, and the yield curve, helping investors navigate shifting market conditions and capitalize on emerging opportunities.

MSIM Overview: Morgan Stanley Investment Management manages approximately $1.8 trillion in assets and employs around 1,400 investment professionals globally, providing a comprehensive suite of investment management solutions to a diverse client base.

Conversion Announcement: Morgan Stanley Investment Management has converted the Morgan Stanley Mortgage Securities Trust into the Eaton Vance Mortgage Opportunities ETF, expanding its ETF platform to 18 products, including 10 active fixed income ETFs.

Investment Strategy: The Eaton Vance Mortgage Opportunities ETF aims to provide a diversified portfolio of mortgage-backed and asset-backed securities, targeting higher yields with less volatility, while offering an alternative investment-grade option for investors.