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Expertise


Expertise

We Have You Covered

Forward-thinking investors have evolving, complex needs. We now offer an array of active and indexed ETFs that capitalize on the expertise of our highly specialized teams to help you meet them.

Eaton Vance

Proven active manager and a leader in fixed income investing

Parametric

A leading provider of innovative investing solutions

Calvert

A leader in responsible investing for more than 40 years


Products

Differentiated ETF Solutions

All of our strategies feature thoughtfully designed and expertly built exposures designed to meet specific investor goals, including income generation, management of downside risk, capital appreciation and tax efficiency.

Untitled Document
ETF ASSET CLASS DESCRIPTION INVESTMENT STYLE FACTSHEET
ETF ASSET CLASS DESCRIPTION INVESTMENT STYLE FACTSHEET
ETF ASSET CLASS DESCRIPTION INVESTMENT STYLE FACTSHEET

Diverse ETF Advantages

Generally, ETFs offer several potential benefits and may be a convenient way for
investors to create customized portfolios in line with their goals and risk profile.

1

Low Cost

Simple fee structures and generally lower expenses than actively managed mutual funds.

2

Tax Efficiency

Designed to be tax-efficient and are operated in a way that generates relatively few taxable events.

3

Transparency

Underlying holdings are disclosed on a daily basis and share prices are updated real time.

4

Trading Flexibility

Investors can buy and sell shares intraday as ETFs are traded on an exchange.

5

Diversification

Offer diversified exposure to different asset classes, sectors, geographies and strategies.

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

Morgan Stanley Investment Management Inc. is the adviser to the Calvert ETFs, the Eaton Vance ETFs, and the Parametric ETFs. Morgan Stanley Investment Management Limited is the sub-adviser to Eaton Vance High Yield ETF. Parametric Portfolio Associates LLC is the sub-adviser to the Parametric ETFs. The ETFs are distributed by Foreside Fund Services, LLC.

Contact Us

Eaton Vance
One Post Office Square

Boston, MA 02109

 

Financial Advisors
Call us at 800-836-2414 for more information.

Investors
Talk with your advisor about adding ETFs to your portfolio.