Literature Category: Quantitative Portfolios

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PMC Quantitative Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/17

Investors have unique needs, especially with regard to tax considerations. With PMC’s Quantitative Portfolios, advisors can deliver a flexible, cost-effective solution that is geared towards helping make tax-smart investing easier.

PMC Quantitative Portfolios - Overview of Portfolio Construction and Ongoing Portfolio Management
Investment Solutions
Format: pdf
Publication Date: 01/14

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. As their name suggests, the portfolios are constructed quantitatively, with risk assessment and tax management considerations being the sole criteria.

Quantitative Portfolios: Factor-Enhanced
Investment Solutions
Format: pdf
Publication Date: 05/17

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 Factor-Enhanced QPs take portfolios beyond beta, providing the potential for excess returns via increased exposure to value, momentum, and quality factors.

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