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

28 years at Eaton Vance

BS, Cornell University

Brian Barney, CFA

Director of Institutional Portfolio Strategies

17 years of industry experience

17 years with Eaton Vance

BS, University of Virginia

Christopher Harshman, CFA

Vice President and Portfolio Manager

15 years of industry experience

9 years with Eaton Vance

BS, University of Florida

MBA, University of Rochester

Devin Cooch, CFA

Vice President and Portfolio Manager

10 years of industry experience

10 years with Eaton Vance

BA, Bucknell University



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)