Solutions:
Strategist Portfolios
Our Impact portfolios are comprehensive, disciplined, and diversified solutions designed for investors with ESG priorities. These portfolios are constructed using high conviction impact managers identified through Envestnet | PMC’s thorough, multi-layered research and due diligence process.
PMC regularly monitors and rebalances the portfolios, empowering advisors to support clients in their pursuit of both social impact and financial outcomes. With solutions available across the risk spectrum, we have portfolios available for all clients, from simple, low-cost, passive strategies all the way up through high net worth, custom offerings.

Explore our in-depth due diligence process:

Professionally managed portfolios across the risk spectrum.
Thoughtful inclusion of impact managers that are meaningfully integrating ESG principles into the investment process.
Tax efficient versions for tax-sensitive investors.
Quality investment managers that undergo PMC’s strict and sophisticated evaluation process.
Each Impact Strategist Portfolio is available at each point on the risk-tolerance spectrum:
Capital Preservation
(20/80)
Conservative
(33/67)
Conservative Growth
(46/54)
Moderate Growth
(60/40)
Moderate Growth
(73/27)
Growth
(86/14)
Aggressive
(100)

Envesntet|PMC is a pioneer in ESG and impact strategist portfolios and today offers a full series of comprehensive, disciplined and diversified solutions designed for investors with ESG and impact investing priorities.

These portfolios are constructed using high conviction ESG and impact focused strategies identified through Envestnet | PMC’s thorough, multi-layered research and due diligence process. PMC regularly monitors and rebalances the portfolios, empowering advisors to support clients in their pursuit of both financial returns and environmental and social outcomes. With solutions available across the risk spectrum, we have portfolios available for all clients, from simple, low-cost, passive strategies all the way up through high net worth, custom offerings.
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PMC Impact Foundation
This pioneering series of impact strategist portfolios are comprehensive, disciplined, and solutions designed for investors with environmental, social, and governance priorities. Seven risk-based portfolios are constructed using high conviction impact managers through Envestnet|PMC’s thorough, multi-layered research and due diligence process. PMC regularly monitors and rebalances the portfolios, thereby empowering advisors to support clients in their pursuit of both social impact and outcomes.
Fact Sheet
Brochure
PMC Impact Portfolio
Achieving positive social impact and financial performance is possible for investors with smaller accounts. The PMC Impact Foundation Portfolios are accessible at low costs by maintaining fewer holdings and lower turnover, designed for investors with environmental, social, and governance priorities, and constructed using high conviction impact managers through Envestnet | PMC’s thorough, multi layered research and due diligence process.
Fact Sheet
Quarterly Commentary
Brochure
Closer Look at Holdings
Federated Hermes PMC Impact Portfolios
Using a selection of actively managed, ESG-focused Federated Hermes funds, PMC has constructed a set of strategic, asset allocated portfolios designed to help align your investments with positive ESG outcomes.
Closer Look at Holdings
PMC Environmental ActivePassive Impact Portfolios
A comprehensive, disciplined, and diversified solution designed to support you in your pursuit of positive environmental impact alongside financial returns.
Brochure
Closer Look at Holdings
PMC Impact Cost-Sensitive Multi-Manager Portfolios
PMC Impact Cost Sensitive Portfolios are comprehensive, disciplined, and diversified solutions designed for investors with environmental, social, and governance priorities. Seven risk-based portfolios are constructed using high conviction impact managers identified through Envestnet | PMC’s thorough, multi-layered research and due diligence process. PMC regularly monitors and rebalances the portfolios, thereby empowering advisors to support clients in their pursuit of both social impact and financial outcomes.
Fact Sheet
THIS WEBPAGE IS FOR INVESTMENT PROFESSIONAL USE ONLY. NOT INTENDED FOR PRIVATE INVESTORS.

The information, analysis, and opinions expressed herein are for general information only. Nothing contained on this webpage is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.

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