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Featured strategies
STRATEGY INFORMATION
RESOURCES
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
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
All separately managed strategies
*Source: Cerulli Associates: The Cerulli Edge - U.S. Managed Accounts Edition. Based on AUM of Parametric Portfolio Associates, Morgan Stanley Investment Management, Atlanta Capital Management Co. and Eaton Vance among Separate Account Consultant Program Asset Management Groups, as of Q2 2024.
Advisory services described may be provided by Eaton Vance brands: Parametric Portfolio Associates LLC, Eaton Vance Management, Calvert Research and Management or Atlanta Capital Management Company, LLC; each an SEC-Registered Investment Adviser. Certain Calvert SMA strategies are only available through advisory services provided by Calvert affiliates, including Parametric Portfolio Associates LLC and Atlanta Capital Management Company, LLC. Please contact Calvert for additional information about these strategies.
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