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We take a holistic, consultative approach to understanding your clients' individual circumstances and investment objectives, and delivering customized solutions for their most-complex investment challenges.
A Leader in Tax-Managed Solutions
Direct Indexing
Innovative direct indexing platform, delivered by Parametric, allows clients to build customized portfolios and apply active tax management that aims to improve after-tax performance.
Concentrated Stock Positions
Wide range of tax-smart strategies to help clients diversify outsized holdings, including direct indexing, exchange funds and donor-advised funds.
Charitable Giving
An array of donor advised funds and pooled income funds that provide clients with opportunities to combine charitable giving with tax optimization.
Laddered Fixed Income
Full suite of customizable laddered, managed and responsible strategies offered by Parametric help clients navigate complex markets and seek to improve after-tax performance.
Active Municipal Bonds
A full suite of specialized, national and state-specific mutual funds, active ETFs and separately managed accounts to help clients navigate complex markets and improve after-tax performance.
Plan and Prepare Tax Aware
Use these interactive calculators and advanced reporting tools to show your clients how taxes impact their investments and uncover opportunities for greater tax efficiency.
All statistics are for Morgan Stanley Investment Management, as of 12/31/24.
Morgan Stanley Investment Management, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each Morgan Stanley Investment Management affiliate is regulated as appropriate in the jurisdiction it operates. Morgan Stanley Investment Management’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.
Please consider the investment objective, risks, charges and expenses of the fund carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus (which includes the applicable fund's current fees and expenses, if different from those in effect as of the date of this fact sheet), download one at https://funds.eatonvance.com/all-mutual-funds.php or contact your financial professional. Please read the prospectus carefully before investing.
Mutual Funds are distributed by Morgan Stanley Distribution, Inc. and Eaton Vance Distributors, Inc. ETF's are distributed by Foreside Fund Services, LLC.
