Literature

PMC Active Foundation Portfolio

Sophisticated asset allocation and best-in-class active managers are available to investors with smaller accounts. The PMC Active Foundation Portfolios achieve low cost by maintaining fewer holdings and lower turnover, and are designed for investors seeking the opportunity to outperform diversified allocations to market indices.

Envestat Report: Investment Cost, Not Advisor Fees, the Focus of Compression

While much has been assumed about fee compression in the investment advisory space, there has been little data available to help financial advisors and wealth management firms truly understand the marketplace. Guessing blindly about pricing trends has often led advisors to be concerned they are charging fees that are too high whereas firms may assume their financial advisors are charging submarket fees.

Envestat Report: Should You Do It Yourself?

There are many reasons financial advisors consider outsourcing asset management to professional money managers—from the opportunity cost of time that could go into meeting with clients and prospects to the desire to avoid being measured primarily as a portfolio manager. One important factor to consider in making this decision to outsource portfolio management is the difference in client outcomes in each scenario. Volatility is a key part of this experience: like turbulence on an airplane flight, the bumpier it is, the more jittery passengers become.

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.

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