Morgan Stanley Investment Management Introduces Tax Optimized Portfolio Solutions to Increase Customization, Enhance Client Outcomes

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) announced today that its Wealth Strategies Group has introduced Tax Optimized Portfolio Solutions (TOPS), a tool that brings together a broad suite of tax management solutions from MSIM, Eaton Vance and Parametric Portfolio Associates (Parametric) to meet individual client needs and drive personalized outcomes.

Anchored by the expertise and experience of the Wealth Strategies Group, TOPS addresses complex portfolio challenges including managing volatility, enhancing total return, generating income or planning a legacy as well as understanding investment tax implications, in an integrated, highly customized way.

“The power of TOPS is bringing together various component pieces and enhancing their individual value by combining them in highly customized ways,” said Brian Smith, Co-Head of the Wealth Strategies Group. “Our team uses the TOPS tool to analyze client-specific financial attributes and develop tailored solution sets to align results with complex financial planning, providing better tax outcomes and adding value to advisor client relationships.”

TOPS interprets the features of a broad range of tax management solutions pioneered by Eaton Vance and Parametric and helps advisors better allocate client assets to maximize tax efficiency, generate alpha and income, address complex portfolio concerns and align investments with client priorities. This includes leveraging Parametric’s industry-leading direct indexing, long/short extension, custom option overlay programs and tax optimized ladders as well as solutions to effectively diversify concentrated stock positions and specialized tax-advantaged charitable giving vehicles.

“Each individual’s and family’s set of circumstances require in depth knowledge of their situation, preferences and risk tolerance, and must accommodate a broad range of specifications,” said Matt Witkos, Head of North America Intermediary Sales. “TOPS allows our Wealth Strategies Group to identify the most relevant solutions that deliver greater value when combined in a highly customized, results-oriented way, and to provide a continuous glidepath as markets and investor preferences change.” Commenting on the role TOPS plays with advisors he said, “TOPS is a tool that combined with our expertise, positions advisors to be their clients’ trusted advocate and allows them to generate efficient, customized portfolios.”

Notably, Parametric has been a leader in custom solutions for more than 30 years, helping investors efficiently access market exposure, solve implementation challenges and design multi-asset portfolios that respond to evolving needs like tax management. Parametric also offers systematic alpha strategies to complement clients’ core holdings. Combined with Eaton Vance’s decades-long focus on tax efficient investing, Parametric’s innovative approach to customization and efficiency establishes a foundation for the TOPS tool that helps position it as the industry-leading, holistic investment tax investment planning strategy for advisors and their clients.

About Morgan Stanley Investment Management
Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit https://www.morganstanley.com/im.html.

About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit https://www.morganstanley.com/.

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MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.

There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

A separately managed account may not be appropriate for all investors. Separate accounts managed according to the Strategy include a number of securities and will not necessarily track the performance of any index. Please consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required.

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RISK CONSIDERATIONS: Investing entails risk, and there can be no assurance that Eaton Vance or Parametric will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Eaton Vance and Parametric do not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.