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Featured Strategies

Featured Strategies

Parametric DeltaShift®

Actively managed, rules-based covered call writing program.

Separately Managed Accounts

We offer a full range of separately managed strategies that you won’t find everywhere - including equity, fixed income, multi-asset, responsible investing and alternatives.

Equity

Parametric Custom Core®

Parametric Custom Core Fixed Income

Parametric Dividend Income 

Parametric Enhanced Income Core 

Parametric Enhanced Income Tax-Advantaged Core 

Parametric International Equity

Atlanta Capital High Quality Calvert Equity 

Atlanta Capital High Quality Focused Growth 

Atlanta Capital High Quality Growth Plus 

Atlanta Capital High Quality Select Equity 

Atlanta Capital High Quality Small Cap* 

Atlanta Capital High Quality SMID Cap* 

Calvert International Equity (ADR) 

Calvert International Responsible Index

Calvert Mid Cap

Calvert U.S. Small Cap 

Calvert Small/Mid Cap

Calvert U.S. Large-Cap Core Responsible Index

Calvert U.S. Large-Cap Growth Responsible Index

Calvert U.S. Large-Cap Value Responsible Index

Calvert U.S. Mid-Cap Core Responsible Index

Calvert’s ESG Research Global Developed Markets Equity Leaders

Calvert’s ESG Research Global ex-U.S. Developed Markets Equity Leaders

Calvert’s ESG Research U.S. Large-Cap Equity Leaders

Eaton Vance Focused Growth Opportunities

Eaton Vance Focused Value Opportunities 

Eaton Vance Large-Cap Growth 

Eaton Vance Large-Cap Value 

Eaton Vance Mid-Cap Value

Eaton Vance U.S. Small-Cap Equity

American Resilience Strategy

Global Endurance

Global Franchise Strategy

Global Permanence

Growth

International Resilience Strategy

Permanence

Tailwinds

Parametric TABS Managed Municipal – Intermediate (Tax-Managed) 

Parametric TABS Managed Municipal – Long (Tax-Managed)

Parametric TABS Municipal Ladders 

Parametric TABS Managed Municipal – Short (Tax-Managed) 

Parametric TABS Total Return Intermediate Maturity 

Parametric TABS Total Return Limited Maturity 

Parametric TABS Total Return Long Maturity 

Parametric Tax Optimized Ladders

Parametric U.S. Corporate Ladders 

Calvert Managed Municipal

Calvert Municipal Ladders

Calvert U.S. Corporate Ladders

Eaton Vance Preferred Security

Parametric Custom Multi-Asset

Calvert Responsible Allocation Strategies

Parametric Custom Core®

Parametric Custom Multi-Asset

Parametric U.S. Corporate Ladders 

Atlanta Capital High Quality Calvert Equity 

Calvert International Equity (ADR) 

Calvert International Responsible Index

Calvert Managed Municipal

Calvert Mid Cap

Calvert Municipal Ladders

Calvert Responsible Allocation Strategies

Calvert U.S. Small Cap 

Calvert Small/Mid Cap

Calvert U.S. Corporate Ladders

Calvert U.S. Large-Cap Core Responsible Index

Calvert U.S. Large-Cap Growth Responsible Index

Calvert U.S. Large-Cap Value Responsible Index

Calvert U.S. Mid-Cap Core Responsible Index

Calvert’s ESG Research Global Developed Markets Equity Leaders

Calvert’s ESG Research Global ex-U.S. Developed Markets Equity Leaders

Calvert’s ESG Research U.S. Large-Cap Equity Leaders

Parametric DeltaShift®

Parametric Dynamic Hedged Equity

Parametric Dynamic Put Selling (DPS)

Parametric Option Absolute Return Strategy (OARS)

Parametric Option Programs

Parametric Portfolio DeltaShift®

Parametric Risk-Managed Put Selling (RPS)

Parametric Tax Managed Portfolio DeltaShift

Tools to Help You Better Serve Your Clients

calculator

Investment Tax Calculator

Determine your combined total tax rate, including federal, state and local taxes, for investment income and gains.

pie chart

Concentrated Stock Position Calculator

Determine your combined total tax rate, including federal, state and local taxes, for investment income and gains.

path

Laddered Investing Interest Rate Scenario Tool

See how diversifying your portfolio on a tax-deferred basis may be a better option than a taxable sale.

Related Insights

1Source: 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 Q3 2024.

 

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Eaton Vance, Atlanta Capital, Parametric and Calvert are part of Morgan Stanley Investment Management.  Morgan Stanley Investment Management is the asset management division of Morgan Stanley.

MSIM, 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 MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’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.

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Before investing in any Eaton Vance, Calvert or Morgan Stanley Investment Management Inc.-advised fund, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. For open-end mutual funds, the current prospectus contains this and other information. To obtain an open-end mutual fund prospectus or summary prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.

Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

Morgan Stanley Investment Management does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. The information on this Web page is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

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Morgan Stanley Distribution, Inc. serves as the distributor for Morgan Stanley Funds. Morgan Stanley Distribution, Inc. Member FINRA / SIPC. Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. One Post Office Square, Boston, MA 02109. Member FINRA/SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC.

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

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