Literature Category: Overlays

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PMC Overview and Selection Criteria for Impact Integrated Managers
Literature, Platform Solutions
Format: pdf
Publication Date: 10/15

On the Envestnet platform, the socially responsible investing (SRI) superscript identifies Impact integrated managers. These investment managers integrate one or more of the following lenses into their investment process: Environmental, Social and Governance (ESG) factors, Controversial Business Practices, Sustainability Issues, and Impact and Community Investing.

The way Impact integrated managers apply these approaches vary in level of strictness, as well as in range of screens and criteria. Some managers use a Strict approach; while others use a Best in Class approach, which compares companies to their peers. Managers may not employ avoidance screening, but rather focus on identifying companies with positive solutions and innovations.

PMC Personal Conviction Overlay Screens
Platform Solutions
Format: pdf
Publication Date: 01/15

The overlay screening program allows clients to apply customized screens to their investment portfolios. There are 17 different screens available, many of which have both a Best in Class and Strict screen. Clients are able to select up to 11 screens to apply.

The New Frontier of Managed Accounts: A Fund Strategist Portfolios Primer
White Papers
Format: pdf
Publication Date: 10/13

Fund Strategist Portfolios (“FSPs”) can provide advisors access to investment strategists who construct distinct portfolio solutions to help meet the ever increasing demands of today’s investors. They typically comprise a set of mutual funds and/or exchange-traded funds (ETFs). FSP solutions espouse various approaches to portfolio construction and asset allocation: whereas most FSP portfolios employ a long-term, strategic asset allocation approach, others take a dynamic or tactical approach and actively shift allocations in order to take advantage of short-term market movements.