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 is optimised for an after-tax total return or risk-adjusted income
Credit quality customisable within the investment grade spectrum (e.g. AA and higher; A and higher; BBB and higher)
Customisable 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

B.S., University of Virginia

Devin Cooch, CFA, Vice President and Portfolio Manager

11 years of industry experience

10 years with Eaton Vance

B.A., Bucknell University

Alison Wagner, CFA, Portfolio Manager and Trader

9 years of industry experience

6 years with Eaton Vance

BS, Boston College



Customisable 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)