A personalized approach

Create customized solutions that reflect your clients' values and
investment preferences.

Next-level investing

Address a variety of client needs with highly customizable solutions.

Reflect personal values through responsible investing strategies

Access interactive tax tools that engage and educate

Reduce exposure to concentrated stock

Incorporate industry, sector or security exclusions

Tailor portfolios for credit quality, maturity and state preference

Build customized benchmark indexes

Broad investment choice to satisfy dynamic
investor goals

Customized, client-driven passive SMA portfolios that employ a transparent rules-based approach

A global leader in responsible investing focusing on proprietary research and active engagement

An array of customized SMA strategies to address the unique challenges of high-net-worth investors

Explore separately managed accounts

Separately managed accounts (SMAs) offer flexibility, personalization and tax efficiency that go beyond what can be achieved through mutual funds and ETFs.

 

A leader in SMA investing

Together with our highly specialized brands, Eaton Vance is one of the largest SMA managers in the U.S.*

Learn more about A leader in SMA investing

Broad selection of strategies

Customizable equity, fixed-income, ESG-focused, and alternative strategies.

Active, year-round tax management

Access strategies designed to help minimize tax liability and enhance after-tax
return potential.

TAX-EXEMPT INVESTING
TAX MANAGEMENT STRATEGIES

Explore more Eaton Vance investing strategies

Tax Management Center

Help investors keep more of what they earn

VISIT TAX MANAGEMENT CENTER about Tax Management Center

Responsible Investing Center

Diverse approaches for ESG-focused investors.

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Questions about where to start with customized investing?

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*Source: Cerulli Associates: The Cerulli Edge - U.S. Managed Accounts Edition. Based on AUM of Parametric Portfolio Associates, Morgan Stanley Investment Management, Atlanta Capital Management Co. and Eaton Vance among Separate Account Consultant Program Asset Management Groups, as of Q3 2023.

Advisory services described may be provided by Eaton Vance brands: Parametric Portfolio Associates LLC, Eaton Vance Management, Calvert Research and Management or Atlanta Capital Management Company, LLC; each an SEC-Registered Investment Adviser. Certain Calvert SMA strategies are only available through advisory services provided by Calvert affiliates, including Parametric Portfolio Associates LLC and Atlanta Capital Management Company, LLC. Please contact Calvert for additional information about these strategies.