PRESS MENTIONS


STRUCTURED PORTFOLIOS

Bloomberg

  Parametric Uses Homegrown Strategy for Emerging Markets Returns

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

InvestmentNews

  Firm Issues Warning on Tax Management, Brooke Southball, December 5, 2004

Investment Advisor

  The Tax Advisor: Pay Now, or Later, David Stein, September 2004

Investment Advisor

  Portfolio Construction: Paths to Success, David Stein, September 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

Financial Times

  New dividend plan threatens tax shelters, Julie Earle, January 9, 2003

Bloomberg.com

Josh Hamilton of Bloomberg speaks with David Stein about how investors can manage taxes incurred from investments, David Stein, November 4, 2002

Investment Advisor

  The Tax Advisor: Death, Taxes and Diversification, David Stein, May, 2002

Morningstar

PIMCO Tax-Efficient Structured Emerging Markets Fund [Managed by Parametric], An unconventional approach continues to keep this fund ahead of the pack, Heather Haynos, February 7, 2002

Forbes Magazine

Tax Tricks and the Mass Market, Janet Novack, June 12, 2000

OVERLAY MANAGEMENT

Fundfire
New Unified Acct to Target Small RIAs, Banks, June 10, 2008

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

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

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

Financial Planning

Overlay System Now Available through Lockwood, Laurie Kulikowski, October 09, 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

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

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