We are the largest SMA manager in
the US.*

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

Featured SMA strategies

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

Calvert U.S. Small Cap Strategy

Offers exposure to a diversified portfolio of quality U.S. companies judged to be adequately managing their material ESG risks and opportunities.

Atlanta Capital High Quality SMID-Cap

Seeks long-term growth by investing in high-quality U.S. small- and mid-cap stocks

Explore all of our separately managed strategies

We offer a full range of separately managed strategies that you won’t find everywhere- including equity, fixed income, multi-asset, responsible investing 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

Videos

Blogs

Visit the Eaton Vance and Parametric blogs for timely insights on the issues that matter most to advisors and their clients.

*Source: Money Management Institute & Cerulli Associates: Advisory Solutions Quarterly. Based on AUM among Separate Account Consultant Program Asset Management Groups, as of Q1 2021.

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.