Investment Solutions

ActivePassive Portfolios

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.

Impact Quantitative Portfolios

Built on a history in impact investing, quantitative expertise, and partnerships with industry leaders, the PMC Impact Quantitative Portfolios track traditional market indexes with an explicit focus on companies with high sustainability ratings and/or environmental, social, and governance priorities. Investors benefit from cost-efficient beta exposure, access to important market segments, opportunities for tax management and social impact in a single, separately managed account.

Ascent Portfolios

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.

PMC Impact Investing Solutions

Today, more clients want to invest their wealth in a way that integrates their values with performance objectives. Advisors have an opportunity to win new business and deepen relationships by helping clients achieve this goal. Impact Investing Solutions provides comprehensive investing strategies that align a client’s portfolio with their personal convictions.

Guide to Quantitative Portfolios

Quantitative Portfolios (“QPs”) are separately managed accounts designed and constructed to offer several primary attributes, including: cost-efficient exposure to beta, tax-efficiency, and the ability to be customized. At their core, QPs are passively managed, and are structured to provide a pre-tax return similar to a broad-based benchmark index at a cost that is competitive with ETFs. We attempt to enhance after-tax return through active tax management.

PMC Select Portfolios

Combining PMC Funds with the insight and savvy of proven asset managers, the PMC Select Portfolios are designed to suit a range of risk profiles and investment styles. Backed by Envestnet | PMC and sub-advisors chosen for style adherence and potential to outperform their benchmarks, these portfolios deliver institutional-level service to investors with accounts beginning at $10,000.