Use of cookies by Eaton Vance Management (International) Limited We use cookies to deliver our online services. Details and instructions on how to disable those cookies are set out here. By continuing to use this website you agree to our use of our cookies unless you have disabled them.
Eaton Vance, our affiliates and partner firms bring deep experience, highly personalized approaches and innovative strategies to financial advisors and their clients. Whether the goal is to minimize taxes, manage volatility or enhance total return, we offer solutions to help address the most pressing issues facing investors today.
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.
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
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.
Disclosure - Restricted content
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.
We apologize for the inconvenience but we are experiencing a technical issue.
We are working on a solution. Please try again later.
If you require further assistance, please call: 1-800-836-2414.
You have already upgraded your account.
Please login using the link at the top of the page.
Your download will begin when this window is closed.
As a subscriber, you are one step away from getting more access and control. Register now by simply creating a password below.
Congratulations! You are registered.
We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.
Trouble receiving the verification email? Call 1-800-836-2414.
Congratulations!
We are pleased to grant you access to this Eaton Vance website.
Please click here to be logged in with your username .
A verification email has been sent.
You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.
Trouble signing in? Call 1-800-836-2414.
This account is restricted.
Your account has limited access.
If you need further assistance, please call 1-800-836-2414.
This account has been updated.
Your account has been updated to use your new email address .
We have sent a verification email to with a verification link to confirm the change.
Trouble receiving the verification email? Call 1-800-836-2414.
This email account has not been verified.
Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.
Trouble receiving the verification email? Call 1-800-836-2414.
Thank you.
An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.
Trouble receiving the verification email? Call 1-800-836-2414.
An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.
Trouble receiving the verification email? Call 1-800-836-2414.
Re-verification Required
For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.
A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.
Trouble receiving the verification email? Call 1-800-836-2414.
Verification Accepted
You have been granted access to the requested content.
You have selected to receive email notifications for:
Stay on top of your game.
You are currently "Opted Out" of all Eaton Vance email communications. If you would like to be alerted of updates to your new subscription, please Opt In:
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.
