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American Funds®/PMC Active Income Portfolios
Investment Solutions
Format: pdf
Publication Date: 05/17

Combining the legacy of investment management at American Funds with the research, portfolio consulting and management experience of Envestnet | PMC, the Active Income Portfolios are constructed around the philosophy of using a core of select active managers to balance market risk and volatility risk, two concerns for income-focused investors. Offering flexibility, efficiency, and the potential to outperform, the portfolios are suitable for a variety of investor objectives and risk profiles.

Ascent Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/16

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.

Liquid Endowment Portfolios
Literature, Investment Solutions
Format: pdf
Publication Date: 04/15

Investing for the long haul requires a diversified portfolio that can successfully navigate the ups and downs of full market cycles. With the aim to build a more durable portfolio, the PMC Liquid Endowment Portfolios reach beyond asset classes to encompass a mix of investment approaches: strategic, tactical and alternative. The result is a better diversified portfolio and an approach that can respond and adapt to varied market conditions.

PMC Impact Investing Solutions
Investment Solutions
Format: pdf
Publication Date: 01/16

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.

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