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Merrill Lynch Platform Flyer

Provides an overview of Eaton Vance products available on various Merrill Lynch platforms.

Literature Code: 40559

Control Number: ML21-005039

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Literature Center

Client Materials
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Offshore Products
Title and Description Literature Code ML Control Number Expiration Date Type
PPA TABS Municipal Ladders Strategy Overview ML.pdf 5473 ML24-001005 02/15/2025 Fact Sheet
PPA Custom Core Strategy Overview Merrill Lynch (PAS).pdf 40555 ML24-000326 01/19/2025 Fact Sheet
Calvert Client Seminar - ML Version.pptx 27003 ML24-004043 05/31/2025 Pitch Books
PPA Custom Core Presentation Merrill.pdf 22245 ML24-005803 12/31/2024 Pitch Books
State of the states: How do they rank presentation- ML Version.pdf 19562 ML24-002630 12/31/2024 Pitch Books
Four Strategies for Managing Concentrated Stock (HOPES) Merrill Lynch.pdf 40934 ML24-002087 02/28/2025 Pitch Books
Parametric Tax Optimized Ladder Strategy Overview.pdf 41316 ML24-001969 02/28/2025 Fact Sheet
PPA Direct Indexing: Tax-aware Investing That Works for You Presentation Merrill Lynch.pdf 43597 ML24-004417 04/30/2025 Pitch Books
PPA Direct Indexing: Tax-aware Investing That Works for You Presentation Merrill Lynch.pdf 43597 ML24-004417 04/30/2025 Pitch Books
Parametric U.S. Treasury Ladders Strategy Overview.pdf 41642 ML24-002508 02/14/2025 Strategy Profile
Chasing Positivity Workbook.pdf 40689 ML24-002656 02/27/2025 Toolkits
FC MF Calvert US Large-Cap Core Responsible Index ETF - EN - US.pdf 41599 ML24-004582 03/01/2025 Flyer
PPA Strategies Available Within ML Inv Adv Program (PAS).pdf 42451 ML24-002130 12/31/2024 Flyer
PPA Custom Core Account Checklist FAQ ML Premium Access Strategy (PAS).pdf 42450 ML24-004138 06/12/2025 Flyer
Parametric Tax Optimized Ladder Strategy Overview.pdf 41316 ML24-001969 02/28/2025 Fact Sheet
PPA Custom Core Strategy Overview Merrill Lynch (PAS).pdf 40555 ML24-000326 01/19/2025 Fact Sheet
Four Strategies for Managing Concentrated Stock (HOPES) Merrill Lynch.pdf 40934 ML24-002087 02/28/2025 Pitch Books
PPA Custom Core Applications of Direct Indexing Presentation ML.pdf 43150 ML24-005982 01/31/2025 Pitch Books
PPA Custom Core Direct Indexing The next big industry disrupter ML.pdf 42974 ML24-005985 11/30/2024 Pitch Books
PPA Tax Optimized Ladder Presentation ML.pdf 43526 ML24-001846 12/31/2024 Pitch Books
Parametric TABS Intermediate Term Fund I-Share Fact Sheet.pdf 27998 ML24-004047 03/31/2025 Fact Sheet
Capturing Referable Moments (Merrill) PowerPoint.pptx 28534 ML23-007799 12/27/2024 Pitch Books
Calvert Equity Fact Sheet.pdf 33869 ML24-004579 11/30/2024 Fact Sheet
Merrill Lynch Platform Flyer.pdf 40559 ML24-003735 04/30/2025 Flyer
Atlanta Capital Select Equity Fund Fact Sheet.pdf 6170 ML24-002282 01/31/2025 Fact Sheet
PPA DeltaShift Overview Presentation Merrill Lynch.pdf 4437 AR9706X3 01/01/2099 Pitch Books
Floating-Rate and High Income Fund Fact Sheet.pdf 682 ML24-002294 12/31/2024 Fact Sheet
Floating-Rate Fund Fact Sheet.pdf 861 ML24-004047 03/31/2025 Fact Sheet
High Yield Municipal Income Fund Fact Sheet.pdf 1089 ML24-004579 11/30/2024 Fact Sheet
Atlanta Capital SMID-Cap Fund Fact Sheet.pdf 1339 ML24-002538 04/17/2025 Fact Sheet
Floating-Rate Advantage Fund Fact Sheet.pdf 3076 ML24-002538 04/17/2025 Fact Sheet
PPA Custom Core Presentation Merrill.pdf 22245 ML24-005803 12/31/2024 Pitch Books
Calvert Ultra-Short Duration Income Fund Fact Sheet.pdf 23830 ML24-004579 11/30/2024 Fact Sheet
Calvert US Large-Cap Value Responsible Index Fund Fact Sheet.pdf 23950 ML24-002290 03/31/2025 Fact Sheet
Parametric Understanding the Consequences of Tax Straddles for Concentrated Equity Holders.pdf 43731 ML24-005807 05/25/2025 Market Insight
Navigating After-Tax Conversations (Merrill).pptx 42668 ML24-005960 01/01/2025 Pitch Books
The Concentration Conversation PowerPoint (Merrill).pptx 42960 ML24-001742 10/31/2024 Pitch Books
Incentive Compensation Guide.pdf 24609 ML24-000531 12/06/2024 Flyer
5 Steps to Better First Meetings.pdf 17243 ML24-000077 12/29/2024 White Paper
The Art of New Client Attraction (Merrill).pptx 31815 ML24-003677 05/30/2025 Pitch Books
The New Art of Prospecting PowerPoint (Merrill) PowerPoint.pptx.pptx 40870 ML24-003678 05/30/2025 Pitch Books
Prospecting Today: Mindsets and Skillsets (Merrill) PowerPoint.pptx 40869 ML24-003679 05/30/2025 Pitch Books
Capturing Referable Moments (Merrill) PowerPoint.pptx 28534 ML23-007799 12/27/2024 Pitch Books

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