Investment Overview

Our investment team is one of the largest and deepest in the industry and we offer strategies that span the entire municipal yield curve and credit spectrum. The team has the flexibility to address specific client needs and the ability to develop customized municipal solutions for our Institutional partners.
An actively managed, income oriented approach which seeks to take advantage of relative value opportunities.
Manage risk and capitalize on market inefficiencies through fundamental credit research.
Maximize our opportunity set by utilizing the entire municipal universe and investing across the yield curve.
 

Portfolio Construction

Team-oriented, research-based process with qualitative and quantitative overlays.
Credit Research and Process: Systematic, bottom-up review of fundamental credit and industry trends, general market valuations and individual sector valuations.
Technical and Relative Value Analysis: Identify relative value based on yield curve analysis, taxable / tax-exempt ratio analysis, supply/demand dynamics, sector analysis and bond structure.
Portfolio Construction: Systematic portfolio construction through intensive analysis of risk/ return characteristics and potential for long-term performance.

Investment Team

Cynthia Clemson, Managing Director, Co-Head of Municipals

Joined investment management industry in 1985

Joined Eaton Vance in 1985

BA, Mount Holyoke College

MBA, Boston University

Craig Brandon, CFA, Managing Director, Co-Head of Municipals

Joined investment management industry in 1995

Hoined Eaton Vance in 1998.

BS, Canisius College

MBA, University of Pittsburgh

Leanne Parziale, CFA, Managing Director, Co-Head of Municipal Credit Research

Joined investment management industry in 1997

Joined Eaton Vance in 1997

BS, Babson College, MBA, Boston College

Marc Savaria, CFA, Managing Director, Co-Head of Municipal Credit Research

Joined investment management industry in 1995

Joined Eaton Vance in 2010

BS, Babson College, MBA, Olin Graduate School of Business at Babson College

 

Benchmark

Bloomberg Barclays Taxable Municipal Bond Index
Customisable benchmarks

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