$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
Municipal Bonds
Taxable Municipal Bond Market Monitor
Taxable Municipal Bond Market Monitor
Markets and Economy | Municipal Bonds
Municipal Bond Market Monitor
Municipal Bond Market Monitor
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 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.
