Separately Managed Accounts

Eaton Vance Management utilizes the firm's diverse investment resources in offering separately managed accounts. Our focus is on providing investment services tailored to pursue the financial objectives of investors.

Our separately managed account program is designed with a goal of preserving and increasing investors’ assets through prudent money management, while seeking to meet specific investment objectives. To work toward these objectives, we work with the investor’s financial advisor to:

• Develop an understanding of the investor’s financial goals and circumstances
• Select the appropriate asset mix and securities to help target the requirements for income, capital appreciation and risk tolerance
• Follow disciplined security selection processes in accordance with our established investment philosophy and principles
• Employ a range of strategies to seek to maximize returns

Eaton Vance

Fact Sheets

Eaton Vance Laddered Corporate Portfolios
Tax-Advantaged Bond Strategies Laddered Municipal Portfolios
Tax-Advantaged Bond Strategies Limited Maturity
Tax-Advantaged Bond Strategies Intermediate Maturity
Tax-Advantaged Bond Strategies Long Maturity
Short Municipal Bonds
Intermediate Municipal Bonds
Long Municipal Bonds
Large-Cap Value
Focused Large-Cap Value
Preferred Security

Commentary

Large-Cap Growth
Large-Cap Value
Tax-Advantaged Bond Strategies
Tax-Advantaged Bond Strategies Special Market Update

Additional Literature

Tax-Advantaged Bond Strategies Limited-Maturity
Tax-Advantaged Bond Strategies Intermediate-Maturity
Tax-Advantaged Bond Strategies Long-Maturity
Three different approaches to municipal investing backed by a large, experienced municipal credit research team
Investing Beyond the Confines of Emerging Market Indexes

Atlanta Capital

Fact Sheets

High Quality Small Cap
High Quality Growth Plus (Large-Cap)
High Quality SMID Cap

Commentary

High Quality Focused Growth
High Quality Growth Plus
High Quality Small Cap
High Quality SMID Cap
Quarterly Commentary

Parametric Portfolio Associates

Fact Sheets

Tax-Managed Core (FTSE RAFI 1000 Index)
Tax-Managed Core (FTSE RAFI DEV ex-U.S. 1000 Index)
Tax-Managed Core (MSCI EAFE ADR Index)
Tax-Managed Core (MSCI KLD 400)
Tax-Managed Core (RU 1000 Index)
Tax-Managed Core (RU 1000 Value Index)
Tax-Managed Core (RU 3000 Index)
Tax-Managed Core (S&P 500 Index)
Enhanced Income
Enhanced Income Tax Advantage

Additional Literature

• Tail-Risk Strategies
A study of S&P 500 Index Implied and Subsequent Realized Volatility and its Effect on S&P 500 Index Call Writing
A Closer Look at Hedged Equity Strategies
Core Strength. Tax-Managed Core™
Investment News Reprint: Options strategies: A Swiss army knife of possible client solutions

Fox Asset Management

Fact Sheets

Small-Cap Value

Commentary

Small-Cap Value Commentary

Hexavest

White Paper

Investing in the new era of "deglobalization"
Hexavest Viewpoint: The Case for Emerging Markets
Hexavest Viewpoint: Cautious on US Equities

 

 
 

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