PMC Liquid Alts
  Through increased use of index-based funds and ETFs, advisors are more actively engaged in the portfolio construction process than ever, but remain challenged in ways to shape a client’s overall portfolio around tax strategy and other unique considerations.

With Envestnet | PMC’s Quantitative Portfolios, advisors can deliver index-based SMA portfolios that provide the diversification and low costs of indexes and ETFs as well as the customization available for managed accounts. These portfolios allow for index investing on an advisor’s terms —tailor portfolio holdings and tax management around client-specific needs.

Benefits to your clients include:

Cost-efficient beta exposure: access to a concentrated version of a well-known market index
Potential for “tax alpha”: portfolios can be managed to help minimize tax bills
Ability to customize: elements of the portfolio can be adjusted to complement other holdings or personal convictions

Obtain fully diversified or targeted market exposure in seven major equity asset classes. Advisors can select from four separately-managed account formats, including the unified managed account (UMA), of each Quantitative Portfolio.

 
  Two ways to learn more
 
       
  1. Download:
Brochure
Approved for end client use.

Guide to Quantitative Portfolios
Investment thesis and methodology details for advisor and home office use only.
 

 
  2. Contact a Envestnet | PMC Consultant.  
 
         
 

This announcement is not intended as and should not be used to provide investment advice and is not an offer to sell a security or a solicitation of an offer, or a recommendation, to buy a security. Investors should consult with an investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. The statements contained herein are based upon the opinions of Envestnet and third party sources (e.g., investment manager and Morningstar, Inc.). Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Envestnet reserves the right to add to, change, or eliminate any of the investment solutions, services and/or service levels listed herein without prior notice to the advisor or client. Neither Envestnet nor its representatives render tax, accounting or legal advice. Past performance is not a guarantee of future results.

FOR HOME OFFICE AND FINANCIAL ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

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