Meghan Moses, Managing Director, Head of RIA and Family Office Sales at Eaton Vance, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the launch of the Eaton Vance Tax Forward Investing Center.
Eaton Vance and Parametric have a long history of pioneering bespoke tax solutions for clients. Moses encourages advisors to be mindful of the year-round tax implications of investments to clients. The Tax Forward Investing Center is a platform that offers opportunities to learn about tax-efficient investing while earning continuing education credits. Topics include the foundations of tax management, the tax-efficiency of alternative investments, tax-smart philanthropy, solutions for concentrated stock positions, and more. Moses notes that clients are becoming more mindful of ways to mitigate and defer taxes throughout the year.
Over the last year, Eaton Vance and Parametric have enhanced product offerings in tax-optimized ladders, charitable giving solutions, and new strategies for concentrated stock positions. Parametric’s Custom Extension separately managed account (SMA) takes a thoughtful approach to long-short investing, seeking to balance risks against the generation of tax alpha while allowing customization to client needs. The Custom Portfolio Management (CPM) strategy is a comprehensive tax-managed solution that enables advisors to craft a personalized asset allocation by blending active and passive investment options, focusing on maximizing after-tax returns.
Eaton Vance and Parametric offer various tools for advisors to analyze client portfolios and assess opportunities for tax efficiency through their complementary solutions. The Tax Optimized Portfolios Solutions (TOPS) tool, which can provide an optimized analysis across multiple tax-managed products, will be available by the end of 2025.
WEBCAST – Tax Forward Investing Center: Optimizing Fixed Income: Tax-Efficient Investment Strategies
Optimizing Fixed Income: Tax-Efficient Investment Strategies equips advisors to transform fixed income inefficiencies into after-tax alpha.
Learning Objectives:
- Compare tax efficiency across mutual funds, ETFs, and separately managed accounts, enabling advisors to choose the optimal vehicle for clients.
- Calculate tax-equivalent yield to quantify how to maximize after-tax income.
- Design and implement optimized portfolios with year-round loss harvesting to maximize yield and minimize tax drag.
- Evaluate the different applications of these vehicles for different client profiles and portfolio objectives
Accepted for 1 CFP® / IWI / CFA CE Credit
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