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

Fundamental active managers of equity, income, alternative and multi-asset strategies

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

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.

 

The leader in SMA investing

Together with our highly specialized affiliates, Eaton Vance manages $165+ billion in SMA assets.*

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.

RECENT INSIGHTS

Taxes

2021 tax policy likely takes a back seat to recovery

"Most experts believe that in 2021, the Biden administration will prioritize controlling COVID-19, vaccinating the public and pushing to restore employment — not an environment in which many economists would propose accelerating tax increases to achieve a bolder tax policy agenda."
READ MORE

Questions about where to start with customized investing?

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Explore more Eaton Vance investing strategies

Tax Management

Help investors keep more of what they earn

Responsible Investing

Diverse approaches for ESG-focused investors.

*Eaton Vance AUM is as of 9/30/2020 and includes advisory services offered by Parametric, Atlanta Capital, and Calvert.

Advisory services described above are offered through Eaton Vance Management, Parametric Portfolio Associates LLC and Calvert Research and Management, each an SEC registered investment adviser.