Targeted

Market Series Quantitative Portfolios

Blending the benefits of “beta” investing with the portfolio customization of managed accounts, Quantitative Portfolios (QPs) can improve potential after-tax and risk-adjusted results—in a costeffective manner. The Market Series QPs take portfolios beyond beta, featuring low cost access to important market segments coupled with opportunities for customization and tax management.

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.

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.

PMC Quantitative Portfolios - Overview of Portfolio Construction and Ongoing Portfolio Management

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.