Active Management

  • Our actively managed equity and fixed income solutions are based on rigorous, proprietary fundamental research and analysis – the pillars upon which Eaton Vance was built
  • Active Management has historically outperformed passive management during periods of rising interest rates, higher volatility and market downturns
  • A key potential benefit is the ability to manage risk in periods of greater uncertainty and take advantage of dislocations in the market


Passive Management

  • We offer passively managed investment solutions across asset classes, including global equity, fixed income and alternatives
  • Passive Management began as simply tracking an index to gain low-cost market exposure. It has evolved over time to incorporate disciplined, rules-based ‘smart’ investment strategies for similar low-cost index exposure with  potentially less risk and higher tax efficiency
  • Eaton Vance affiliate Parametric Portfolio Associates is a pioneer in tax-managed investing, applying mathematic, rules-based, risk-managed methodologies to construct portfolios, customized to each client’s specific needs, which seek to maximize after-tax returns


Actively Managed / ETF Strategies

  • We leverage our fundamental, bottom-up research process used in our individual equity and fixed income strategies to create low-cost actively managed ETF strategies
  • Drawing from the wide universe of ETF’s, we employ a careful screening process and identify those funds that most closely resemble the key characteristics of our active portfolios