$154 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

Responsible Investing Image
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Municipal bond election barometer: Status quo maintained

Elections | Municipal Bonds | Taxes

What about bonds under Biden?

Elections | Fed | Floating-Rate Loans | Municipal Bonds

Fed clarity contrasts with mixed messages from Congress and candidates

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.

1Eaton Vance AUM is as of 6/30/2020 and includes advisory services offered by its affiliates.
2 Source: Money Management Institute & Cerulli Associates: Advisory Solutions Quarterly- 2Q 2020. SMA ranking is among Separate Account Consultant Program Asset Management Groups.

Advisory services are offered by the following Eaton Vance affiliates: 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.