Literature Type: Investment Solutions

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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.

PMC Select Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/15

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.

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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