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 Investing in International ADRs vs. Ordinary Shares »

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 Parametric Emerging Markets: A Third Way of Emerging Markets Investing »
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 Parametric DeltaShift: Using Call Writing to Exploit Volatility »




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

Russell Smith

Senior Global Relationship Manager

Wealth Strategies Group

Luke Bruno

Internal Specialist

Wealth Strategies Group

Brian Dailey

Internal Specialist, West Coast and Central

Wealth Strategies Group

Ryan Gallagher

Internal Specialist, Southeast and Northeast

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

Tatyana Ryabchenko

Vice President, Product Specialist

Wealth Strategies Group

Eileen Tam

Product Manager

Wealth Strategies Group

Trey Young

Product Specialist

Wealth Strategies Group

Contact Us

 

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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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    Disclosure - Restricted content

    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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