Literature Type: Investment Solutions

Sort byAlphabetical
ActivePassive Portfolios
Investment Solutions
Format: pdf
Publication Date: 10/16

What is the best approach to asset management: active or passive? We believe that neither strategy is "best"--but an appropriate blend of active and passive strategies can help to deliver the best of both worlds. Envestnet | PMC's ActivePassive Portfolios provide what we believe is an ideal combination of active and passive investment strategies, pairing actively managed mutual funds with low-cost, tax-efficient index funds.

American Funds®/PMC Active Core Portfolios
Investment Solutions
Format: pdf
Publication Date: 05/17

Combining the legacy of investment management at American Funds® with the research, portfolio consulting and management experience of Envestnet | PMC, the Active Core Portfolios are constructed around the philosophy of selecting a core group of active managers to achieve potentially superior long-term results. Whether to manage near-term assets or grow retirement funds, these portfolios may be appropriate for a variety of investor objectives and risk profiles.

American Funds®/PMC Active Income Portfolios
Investment Solutions
Format: pdf
Publication Date: 05/17

Combining the legacy of investment management at American Funds with the research, portfolio consulting and management experience of Envestnet | PMC, the Active Income Portfolios are constructed around the philosophy of using a core of select active managers to balance market risk and volatility risk, two concerns for income-focused investors. Offering flexibility, efficiency, and the potential to outperform, the portfolios are suitable for a variety of investor objectives and risk profiles.

Ascent Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/16

The Ascent Portfolios provide affluent investors with a sophisticated, powerful portfolio set that mirrors the solutions recommended to major institutions. Introduce investors to the full universe of global investment opportunities, due diligence manager oversight and thoughtful portfolio construction techniques.

Pages