Separately Managed Accounts

Innovative strategies to manage wealth as the market evolves

Eaton Vance, our affiliates and partner firms bring deep experience, highly personalized approaches and innovative strategies to financial advisors. Whether the goal is to minimize taxes, manage volatility, or enhance total return, Eaton Vance can help address the most pressing issues facing their sophisticated clients today.

Take control of unmanaged or underperforming assets

Are you seeking customized equity index exposure or a tax-efficient way to exit an underperforming strategy? Do you hold individual bonds that could benefit from professional management?

Partner with a leader. We’ve been helping identify strategies designed to meet the unique needs of high-net-worth investors for nearly a century.

Parametric Custom Core™ and Eaton Vance Managed Ladders Brochure

Fixed Income

Forge stronger bond portfolios with Eaton Vance Managed Ladders:

  • Highly customized separately managed accounts tailored to your investors’ needs (a benefit unavailable to ETFs or index funds)
  • Rules-based to provide investors with transparent market exposure
  • Rigorous, professional oversight and institutional trade execution

Tax-Advantaged Bond Strategies Laddered Fact Sheet
Corporate Ladders Fact Sheet

Equity

Take charge of equity portfolios with Parametric Custom Core™:

  • Highly customized separately managed accounts built to track the performance of an investor’s selected indexes
  • Designed to maximize after-tax returns by harvesting losses on individual securities
  • Daily monitoring of investor portfolios

Custom Core™ U.S. Large Cap (S&P 500®) Fact Sheet
Custom Core™ U.S. Broad Cap (Russell 3000® Index) Fact Sheet
Custom Core™ Developed International ADR (MSCI EAFE) Fact Sheet

Eaton Vance Managed Account Offerings



Tax-Exempt Fixed Income

Ladders


Short

Intermediate


Long


Fixed Income

Ladders



U.S. Equity



International Equity



Alternative

  • Parametric Enhanced Income Core
  • Parametric Enhanced Income Tax-Advantage
  • Parametric DeltaShift℠: A professionally managed covered call writing program that seeks to enhance total return and generate incremental income for investors with concentrated stock positions.
  • Parametric Portfolio DeltaShift℠: Call writing program implemented by selling call options on an index that correlates to the expected returns of a client’s diversified equity portfolio.
  • Parametric OARS (Options Absolute Return Strategy): An equity index option overlay strategy employing an absolute return investment approach.
  • Parametric Dynamic Hedged Equity: Hedging program implemented by buying put options and selling call options on an index that correlates to the expected returns of a client’s diversified equity portfolio.

LEARN MORE: SMA Parametric Option Overlay Strategies Flyer


Additional index and social screen options are available for the Parametric Custom Core strategy. Product availability and customization options may vary by firm and platform.



Tools & Resources


Wealth Strategies Specialists

Contact your dedicated specialist to learn more about our suite of specialized strategies.

DOWNLOAD

Laddered Investing Interest Rate Scenario Tool

See how laddered portfolios may perform during a rising interest rate environment.

Learn More

Concentrated Stock Position Calculator

See how diversifying can be a better option than a taxable sale of stock.

Learn More

Investment Tax Center

See the breakdown of how taxes could consume more than 50 cents of every dollar earned.

Learn More

Tax-Equivalent Yield Calculator

See how munis’ favorable tax status compares with taxable bonds of equal quality and maturity.

Learn More
 

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