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

Experience

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

Strategies

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

Support

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

Leverage the strength of our affiliates

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

RECENT INSIGHTS

Taxes

2021 tax policy likely takes a back seat to recovery

"Most experts believe that in 2021, the Biden administration will prioritize controlling COVID-19, vaccinating the public and pushing to restore employment — not an environment in which many economists would propose accelerating tax increases to achieve a bolder tax policy agenda."
READ MORE

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Explore more Eaton Vance investing strategies

Customized Investing

Flexible solutions from the leader in SMA investing

Responsible Investing

Diverse approaches for ESG-focused investors