Investment Overview

Managed for after-tax total return
Customizable Investment Solutions — Credit and Duration
Smart Beta + Active Management
Core Municipal Market Exposure
Alpha Added from TABS Security Selection
TABS Crossover Trade
Portfolios structured to seek high risk-adjusted income
 

Portfolio Construction

Quantitative approach to structuring portfolios across the yield curve
Portfolio optimized for after-tax total return or risk-adjusted income
Credit quality customizable within the investment grade spectrum (ex. AA and higher; A and higher; BBB and higher)
Customizable duration targets
Issuer concentration typically limited to 5% of assets

Investment Team

Jim Evans, CFA, Director of Tax-Advantaged Bond Strategies (TABS)

35 years of industry experience

10 years at Eaton Vance

BS, Cornell University


Brian Barney, CFA, Director of Institutional Portfolio Strategies

17 years of industry experience

10 years with Eaton Vance

BS, University of Virginia


Christopher Harshman, CFA, Vice President and Portfolio Manager

16 years of industry experience

10 years with Eaton Vance

BS, University of Florida

MBA, University of Rochester


Devin Cooch, CFA, Vice President and Portfolio Manager

11 years of industry experience

10 years with Eaton Vance

BA, Bucknell University


 

Benchmark

Customizable benchmarks
Current mandates include Bloomberg Barclays Managed Money Municipal Bond Index: Customized Short (1-7 Years), Short/Intermediate (1-10 Years), Intermediate (1-17 Years), Customized Long Broad (7-20 Years), Long (10+ Years)