Positive impact. Competitive results.

A responsible investing leader with a full range of customization options to help clients create portfolios that reflect their values and investment preferences.

As ESG investing gains momentum, Eaton Vance is ready

Industry-leading strategies

A wide range of Responsible Investing strategies paired with unmatched customization options supported by the industry's largest SMA platform.1

Diverse range of approaches

Client-designed portfolios, research-driven strategies using ESG criteria and comprehensive engagement programs.

Unique strategy combinations

Use our strategies alone or together to create customized SMA solutions.

                    

Approaches tailored to investors’ values and objectives

                    

Access strategies designed to help minimize tax liability and enhance after-tax return potential.

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Research-driven strategies

As a recognized leader in Responsible Investing, Calvert uses a research-based approach and active engagement to identify opportunities and risks and drive shareholder value.

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Client directed, bespoke portfolios

Parametric focuses on exercising ownership rights and specialized portfolio construction techniques to create customized portfolios that reflect client values.

$50.4 billion

in combined responsible investing assets under management as of September 30, 20202

RECENT INSIGHTS
Income | Responsible Investing

Green bonds: On track to grow in 2021

"Looking ahead in 2021, many analysts project the strong recovery in green bond issuance to continue — estimates range from $300 billion to nearly $500 billion."
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ESG-focused tools

Calvert Transparency Tool

Compare strategies on a broad range of traditional portfolio characteristics and ESG metrics. The tool is free for financial professionals to use.

Parametric ESG Analyzer

How does screening by business practice or industry sector affect a passive portfolio’s ability to track a benchmark? Contact us for a free demo of our ESG Screen Analyzer.

Questions about where to start with responsible investing?

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Explore more Eaton Vance investing strategies

Customized Investing

Flexible solutions from the leader in SMA investing.

Calvert Responsible Investing SMAs

A research-driven approach to identifying and evaluating financially material ESG opportunities and risks.

1Source: Money Management Institute & Cerulli Associates: Advisory Solutions Quarterly- 3Q 2020. SMA ranking is among Separate Account Consultant Program Asset Management Groups.

2Combined Calvert and Parametric responsible investing AUM as of 9/30/20