Tax-managed investing solutions

Eaton Vance uses a variety of tax management techniques and offers specialized strategies and resources to help maximize after-tax wealth.

Partner with a leader in tax-managed investing


Year round tax-forward thinking has helped advisors and their clients maximize after-tax wealth for over 50 years


Comprehensive suite of tax-managed equity, fixed income and ESG-focused strategies


Tax-forward tools, insights and resources to help investors grow and preserve after-tax wealth

Leverage the strength of our brands

Fundamental active managers of equity, income, alternative and multi-asset strategies

Parametric uses a scientific approach to build customized portfolios with targeted exposures that focus on controlling costs and taxes.

Tax expertise, all year long

Growing after-tax wealth takes tax-forward thinking. Explore our entire suite of real-time insights, interactive tools and tax-efficient solutions.

Tools for tax-forward planning

Use our interactive tools to help your clients grow and preserve after-tax wealth by better understanding the investment taxes they pay today.

Look to a leader in tax-efficient investing solutions



Tax day: How investors can have their cake and eat it too

"Through an effectively structured tax-managed investment strategy, investors can meet goals even in a challenging year like 2020. The savvy investor could use losses now to offset gains later, thus helping to manage their tax burden."

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Explore more Eaton Vance investing strategies

Customized Investing Center

Flexible solutions from the leader in SMA investing

Responsible Investing Center

Diverse approaches for ESG-focused investors