• General
• Structured Portfolios
• Overlay Management

GENERAL

April 5, 2007

A New Capability - Parametric Options Strategies

Eaton Vance To Acquire 80% Interest In Parametric Portfolio Associates

April 18, 2001

Parametric Porfolio Associates Announces Management-Led Buyout From Allianz A.G.

STRUCTURED PORTFOLIOS

September 3, 2008

Parametric and Research Affiliates join forces to bring eRAFI Indexes to Wealth Management Market

March 3, 2008

Parametric and IW Financial Team to Create Customized Tax-Managed Separate Accounts

September 29, 2006

Parametric Offers WisdomTree Indexes as Benchmarks for Tax Managed Separate Accounts

April 27, 2005

Eaton Vance Tax-Managed Buy-Write Income Fund Raises $450 Million in Initial Public Offering

August 7, 2006

Eaton Vance Offers Unique Emerging Markets Equity Strategy to Institutions

July 10, 2006

Eaton Vance Structured Emerging Markets Fund Launched

April 22, 2004

Parametric Added to Merrill Consults

June 11, 2002

Parametric Portfolio Associates Announces Agreement with KLD Research & Analytics, Inc.

OVERLAY MANAGEMENT

February 6, 2008

Parametric Selected as Overlay Portfolio manager by Pitcairn

August 21, 2006

New Parametric/Eaton Vance CDP

November 2, 2004

AssetMark Chooses Parametric to Provide Overlay Portfolio Management System

October 23, 2002

Parametric Portfolio Associates And Morgan Keegan Announce Alliance For Innnovative Multi-Discipline Account Program

October 21, 2002

SEI Investments' New Integrated Managed Account Program Utilizes ISAM By Parametric Portfolio Associates

July 24, 2002

Parametric Portfolio Associates Introduces ISAM Multi-Manager account Capability