$184 billion+

in assets,1 we are the largest SMA manager in the US.2

Since 1998, we’ve been providing customized investment strategies for SMA investors.

Featured SMA strategies

SMA investing offers potential advantages for affluent investors looking to lessen the impact of taxes on their investments.

Parametric Custom Core

Market-like equity returns, active tax management and customization

Parametric TABS Municipal Ladders

Focused on maximizing after-tax income and managing interest rate risk

Parametric U.S. Corporate Ladders

Focused on generating income and managing interest rate risk

Parametric TABS Managed Municipals

Actively managed municipals seeking tax-exempt income and capital preservation

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Explore all of our separately managed strategies

We offer a full range of strategies for SMA investors that you won’t find everywhere- including equity, fixed income, ESG and alternatives.

 

*This strategy is closed to new investors.

  • Calvert Responsible Allocation Strategies
  • Parametric Custom Multi-Asset
  • Calvert U.S. Large-Cap Value Responsible Index
  • Calvert U.S. Mid-Cap Core Responsible Index
  • Calvert U.S. Small Cap
  • Calvert’s ESG Research Global Developed Markets Equity Leaders
  • Calvert’s ESG Research Global ex-U.S. Developed Markets Equity Leaders
  • Calvert’s ESG Research U.S. Large-Cap Equity Leaders
  • Parametric Custom Core®
  • Parametric Custom Multi-Asset
  • Parametric U.S. Corporate Ladders

Parametric Option Programs

  • Parametric DeltaShift®
  • Parametric Dynamic Hedged Equity
  • Parametric Dynamic Put Selling (DPS)
  • Parametric Option Absolute Return Strategy (OARS)
  • Parametric Portfolio DeltaShift®
  • Parametric Risk-Managed Put Selling (RPS)
  • Parametric Tax Managed Portfolio DeltaShift

1Eaton Vance AUM is as of 12/31/2020 and includes advisory services offered by its brands.
2 Source: Money Management Institute & Cerulli Associates: Advisory Solutions Quarterly- Q4 2020. SMA ranking is among Separate Account Consultant Program Asset Management Groups.

Advisory services are offered by the following Eaton Vance brands: Eaton Vance Management, an SEC-registered investment adviser; Atlanta Capital Management Company, LLC, an SEC registered investment adviser. It serves as a sub-adviser to various Eaton Vance and Calvert mutual funds and manages assets for separately managed accounts; Parametric Portfolio Associates, LLC, an SEC registered investment adviser and wholly-owned subsidiary of Eaton Vance Corp. Is serves as a sub-advisor to various Eaton Vance mutual funds and manages asset for separately managed accounts; Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management.