Separately Managed Accounts | Eaton Vance

Separately Managed Account Offerings

Tax-Exempt Fixed Income

Ladders

Eaton Vance Tax-Advantaged Bond Strategies Laddered Municipal Portfolios

Short

Intermediate

Long

Fixed Income

Ladders

Eaton Vance Corporate Laddered Portfolios

US Equity

International Equity

Asset Allocation

Alternative

Parametric Enhanced Income Core
Parametric Enhanced Income Core Tax-Advantaged
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.
Risk-Managed Put Selling (RPS): An S&P 500 Index put option spread selling strategy to generate tax-friendly premium with low volatility and defined risk.

LEARN MORE ABOUT OPTION OVERLAY STRATEGIES

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 and Resources

Concentrated Stock Position Calculator

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

Investment Tax Center

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

Wealth Strategies Specialists

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

The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.

Remember Me

The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.

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The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

By clicking the box below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes).

GENERAL DISCLAIMER

Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

QIAIF DISCLAIMER

The Fund is an umbrella fund of the Eaton Vance Institutional Funds plc (the "Company"), a public limited company with variable capital with segregated liability between sub-funds incorporated in Ireland pursuant to the Companies Acts. The Company is authorised and regulated by the Central Bank of Ireland as a Qualified Investors Alternative Investment Fund (QIAIF) and solely intended for Qualified Investors (as defined in the Fund prospectus).

The Fund is currently authorised in Ireland only and as a QIAIF the Company may apply for recognition by other EU Member States. The QIAIF mentioned on this website may not be eligible for sale in some countries. This website is not intended to distribute or offer or solicit the sale of shares or units in the Fund and any jurisdiction in which such distribution, or offer or solicitation would be considered contrary to local law or regulation.