Wealth Strategies Group

Eaton Vance is committed to developing innovative strategies and the tools needed to manage wealth as the markets evolve.

Minimize taxes. Manage volatility. Enhance total return.

Today’s complex issues require robust strategies.

With our deep experience, highly personalized approach and suite of specialized products and strategies, Eaton Vance is uniquely positioned to help advisors address the most pressing issues facing sophisticated investors today.

Download our Option Overlay Strategies flyer

Putting plans into action

Eaton Vance’s robust strategies have played key roles in many sound wealth management plans. We partner with financial advisors to help identify strategies that may be appropriate for their investors’ particular situations.


Parametric Tax-Managed Core

Lower the tax burden on equities. Minimize benchmark tracking error.

  • Designed to provide a pretax return similar to selected benchmarks
  • Seeks to create tax-efficient beta2
  • Opportunity to harvest capital losses to help offset gains realized elsewhere in the portfolio
  • Customizable

Download our Tax-Managed Core brochure »
Download our Socially Responsible Investing Strategy Overview »
Download Investing in International ADRs vs. Ordinary Shares »

Parametric OARS

Targets consistent "bonds plus" returns, with low volatility that is uncorrelated to traditional portfolio risks.

  • Strives to monetize a persistent imbalance between the supply of and demand for equity options
  • Designed to work as an overlay strategy with underlying portfolios

Download A Study of S&P 500 »

 

 

Parametric Emerging Markets Fund and Systematic Alpha

Seeks to capture gains through systematic rebalancing, while providing diversified exposure to over 50 different countries1

  • Rules-based, top-down process strives to take advantage of certain quantitative and behavioral characteristics of emerging markets
  • Seeks to maintain exposure across key economic sectors
  • Emphasis placed on small- and mid-sized countries and economic sectors

Download The importance of country allocation: Developed vs. emerging markets »
Download The Opening of Saudi Arabia’s Markets and its Impact on Emerging Market Investing »
Download Parametric Emerging Markets: Evolution of the sector weighting process »
Download 15 Years In The Emerging Markets »
Download Inclusion of Chinese A-shares in MSCI Indexes:
Our perspective »

Download Parametric Emerging Markets Strategy Capacity »

Parametric DeltaShift™

Seeks to smooth out return characteristics and lower portfolio volatility.

  • Actively managed covered call writing program for portfolios or concentrated single-stock positions
  • Designed to enhance risk-adjusted return and generate incremental cash flow in most market environments
  • Designed to maintain significant upside exposure in rising markets

Learn more about concentrated equity positions »
Download Tail-Risk Strategies »

Parametric Dynamic Hedged Equities

Seeks to build a level of protection for a broad portfolio.

  • Strives to produce returns consistent with outright long exposure of the underlying index (net of fees) over multiple market cycles
  • Uses index call premium to purchase index puts in a dynamic, resetting fashion

Download A Closer Look at Hedged Equity Strategies »

 




1 Fund share values are sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. In emerging countries, these risks may be more significant. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.

2 Beta is a measure of the volatility of a security or an entire portfolio in relation to the market as a whole.

3 A portion of income may be subject to federal income and/or alternative minimum tax. Income may be subject to state and local tax.

Investing entails risk, and each investment strategy listed is subject to specific risks, highlighted below.

Equity: Equity investment values are sensitive to stock market volatility.

Volatility: While certain funds have a targeted annual performance volatility range, their actual, or realized, volatility for longer or shorter periods may be materially higher or lower than the target range, depending on market conditions.

Taxes: Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation.

Option strategy risk: The effectiveness of an option strategy is dependent upon a general imbalance of natural buyers over natural sellers of index options. This imbalance could decrease or be eliminated, which could have an adverse effect on a client portfolio.

Option overlay: An investor that sells an index call option incurs a liability in exchange for the up-front receipt of the option premium received. There is no guarantee that the investor’s portfolio will accurately track the index performance. This liability may result in the needed sale of assets. Participation in the program includes the purchase of put options or put spreads. There is no guarantee that the index put options included in the program will effectively protect the investor’s actual portfolio holdings. The actual performance of the investor’s portfolio may underperform the index and result in significant losses for the investor. The purchase and sale of options and the sale of investor assets may produce tax consequences for U.S. taxpayers. In the event of required asset sales, substantial capital gains taxes could be incurred. Discuss with your personal tax advisor how selling call options, purchasing put options or put spreads, and any potential sales of investor assets may affect your tax situation.

Advisory Services described here are offered through Eaton Vance Management, Parametric Portfolio Associates LLC and Parametric Risk Advisors LLC. Investors should contact their financial advisor, as not all investments are suitable for all investors.

DeltaShiftTM is a service mark of Parametric Risk Advisors LLC.

Past performance is no guarantee of future results.

Concentrated Stock Position Calculator

See how diversifying can be a better option than a taxable sale of stock.

Learn More

Current dynamic markets are inherently challenging.


The current environment appears even more complex when you are working to address the unique needs of high-net-worth investors.

At Eaton Vance, we have partnered with advisors to identify and implement strategies specifically designed for these investors for almost a century.

Download our dedicated sales contacts flyer »

Meet our team


We look forward to learning more about your specific needs. Please contact us at 617-672-8500 to continue the conversation.

Peter Crowley

Director

Wealth Strategies Group

Ralph Studley

Associate Director

Wealth Strategies Group

Anthony Gigante

Strategy Specialist, Southeast

Wealth Strategies Group

David Gordon

Strategy Specialist, Central

Wealth Strategies Group

Toebe Hinckle

Strategy Specialist, Northeast

Wealth Strategies Group

Meghan Moses

Strategy Specialist, West Coast

Wealth Strategies Group

Brian Dailey

Internal Specialist, West Coast and Central

Wealth Strategies Group

Ryan Gallagher

Internal Specialist, Southeast and Northeast

Wealth Strategies Group

Tatyana Ryabchenko

Vice President, Product Specialist

Wealth Strategies Group

Trey Young

Product Specialist

Wealth Strategies Group

Eileen Tam

Product Manager

Wealth Strategies Group

Contact Us

 

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