Investments & Pensions Europe
Low Beta, High Benefits, Martin Steward, April 2012
PR Newswire
Parametric Selected to Manage Covered Call Mandate for Seattle City Employees’ Retirement System, April 9, 2012
Fundfire
Eaton Vance Unit Ramps Up Institutional Efforts, January 25, 2011
Fundfire
As UMAs Grow, Who Vets Big Overlay Managers?, January 25, 2011
Fundfire
How Do You Judge Model Portfolio Performance, September 10, 2010
Seattle Business Magazine
Masters of Money, September 2010
Bank Investment Consultant
A Vacation From Capital Gains?, Paul Bouchey, December 1, 2009
Fundfire
New Unified Acct to Target Small RIAs, Banks, June 10, 2008
Bloomberg
Parametric Uses Homegrown Strategy for Emerging Markets Returns, May 31, 2007
Financial Advisor
Eaton Vance Tax-Managed Emerging Markets Fund − Overweighting the Underdogs, Maria Brill, July 2006
Investment Advisor
The Tax Advisor: The Case for Loss Harvesting, Robert Breshock, January, 2006
Financial Planning
Shopping for Tax Rates, David M. Stein, January 1, 2005
Fundfire
A.G. Edwards To Launch Multi-Style Accts, Eduardo Llull, October 27, 2005
Fundfire
Deutsche Alex. Brown Intros Multi-Style Accounts, Eduardo Llull, October 26, 2005
Fundfire
Bank of America Takes Multi-Style Accounts Upmarket, Eduardo Llull, October 05, 2005
InvestmentNews
Firm Issues Warning on Tax Management, Brooke Southball, December 5, 2004
Fundfire
Merrill Adds Twist With New Multi-Style Accounts, Thomas Coyle, November 05, 2004
Fundfire
AssetMark Teams Up For Unified Managed Accounts, Thomas Coyle, November 02, 2004
On Wall Street
Will more Brokers Carry the UMA Umbrella?, Dan Jamieson, November 01, 2004
Dow Jones & Company, Inc
Getting Personal: Overlay Portfolio Managers Come to Fore, Tara Siegel Bernard, September 9, 2004
Investment Advisor
The Tax Advisor: Pay Now, or Later, David Stein, September 2004
Fundfire
SunGard Hunts Trust Assets With Overlay Offering, Thomas Coyle, August 30, 2004
RunningMoney
Strategic Expansion Re-Energizes Eaton Vance, Chris Sandlund, July 08, 2004
Fundfire
SEI Secures Managed Acct Win Via Trust Biz, Thomas Coyle, February 12, 2004
Investment Advisor
Portfolio Construction: Paths to Success, David Stein, September 2003
Fundfire
Overlay Role Key to Managed Account Growth, Andrew Willmott, May 1, 2003
Financial Planning
The OPM Factor, David Stein and Greg McIntire, April 2003
Investment Advisor
The Tax Advisor: Core-and-Satellite Portfolios & Taxes, David Stein and Cliff Quisenberry, April 2003
InvestmentNews
New quarterback calls signals in separate-accounts game, Marvin V. Greene, March 31, 2003
Fundfire
Lockwood To Debut Multi-Style Accounts, Andrew Willmott, February 28, 2003
Bloomberg Wealth Manager
FUNDAMENTALS: Overlay Portfolio Management, Robert Casey, February 2003
Fundfire
Morgan Keegan Picks Multi-Style Managers, Andrew Willmott, January 30, 2003
Financial Times
New dividend plan threatens tax shelters, Julie Earle, January 9, 2003
Senior Consultant
Overlay Management: The Whole Product Solution?, Stephen C. Winks, Society of Senior Consultants, Volume 5, No. 6, November/December 2002
Senior Consultant
Overlay Portfolio Management in a Multi-Manager Account, David M. Stein, Ph.D., Parametric Portfolio Associates, Volume 5, No. 6, November/December 2002
Fund Action
Wirehouses Consider Overlay Portfolio Managers for Wrap Programs, Julie Segal, October 28, 2002
Fundfire
Morgan Keegan Enters Multi-Style Arena, Angela J. Ottomanelli, October 24, 2002
Wealth Management Letter
Accentuate the Positive: Multi Disciplinary Managed Accounts, Vol. 1, No. 37, October 23, 2002
Fundfire
SEI Pitches New Tax-Efficient Accounts, Angela J. Ottomanelli, October 23, 2002
Fundfire
Firms Bid For New Slice Of Multi-Style Market, Andrew Willmott, July 24, 2002
Investment Advisor
The Tax Advisor: Death, Taxes and Diversification, David Stein, May, 2002
Forbes Magazine
Tax Tricks and the Mass Market, Janet Novack, June 12, 2000
