Welcome to the Tax Forward Investing Center

Transcript

Welcome to the Eaton Vance Tax Forward Investing Center. I’m Ben Huneke, Head of Investment Management.

At Eaton Vance and Parametric, tax-efficient investing is truly part of our DNA and experience matters. We have over 65 years of industry-leading innovation, a proven track record of helping to maximize client portfolio outcomes, and hundreds of billions of dollars under management across our suite of tax-managed solutions.

We’re thrilled to introduce our Tax Forward Investing Center — a modern learning experience built exclusively for investment professionals to provide tax management education that complements professional tax advice. In a world where taxes can silently erode wealth, smart tax management isn’t a nice-to-have — it’s essential. In fact, US investors spend roughly one-third of their lifetime earnings on taxes, and for high-net-worth clients, the stakes are even higher.

Our curriculum equips you with the knowledge and tools to help keep more money in clients’ pockets—and under your advisement—by minimizing the impact of annual investment taxes. You will also learn how to apply these concepts when having conversations around asset consolidation, concentrated wealth, charitable giving and estate planning.

Together, we’ll navigate the evolving world of taxes. We are committed to delivering best-in-class content in an array of formats:

• CE-accredited, expert-led courses,
• Topical videos,
• Insights and
• Calculators.

As you move through this content, keep in mind that you can contact your Eaton Vance representative and dedicated Wealth Strategies Group specialist to learn more.

This isn’t just education, it’s transformation. Together, we’ll help you grow your business, differentiate your practice, and build client wealth that endures — after taxes.

The views expressed, which may include forward-looking statements, are those of the speakers and are as of the date of this event only. These views are subject to change at any time based upon market or other conditions, and the investment adviser disclaims any responsibility to update such views. These views may not be relied on as investment advice.

Before investing, your clients should carefully consider the investment objectives, risks, charges and expenses of a mutual fund. This and other important information is contained in the prospectus and summary prospectus, which can be obtained by downloading one at https://funds.eatonvance.com/open-end-mutual-fund-documents.php. Your clients should read the prospectus carefully before investing.

A separately managed account may not be appropriate for all investors. Please have your clients consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required. For important information about the investment manager, please refer to Form ADV Part 2.

Investing entails risks and there can be no assurance that Eaton Vance, or affiliates, will achieve profits or avoid incurring losses.

Eaton Vance and Morgan Stanley Investment Management (MSIM) do not provide tax advice. The tax information contained herein is general and is not exhaustive by nature.

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

NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A DEPOSIT

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RO 4518385 Exp. 05/30/2026