Literature Type: Investment Solutions

Sort byAlphabetical
Envestnet | PMC Investment Methodology Guide
Literature, Investment Solutions
Format: pdf
Publication Date: 07/14
Envestnet's Fund Strategist Network
Investment Solutions
Format: pdf
Publication Date: 04/15

Leverage some of the best the financial world has to offer on behalf of your clients in a flexible, efficient, scalable way through Envestnet’s Fund Strategist Network. Mix and match strategists as you think best to meet your clients’ long-term needs.

Guide to Quantitative Portfolios
Investment Solutions
Format: pdf
Publication Date: 06/15

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.

Impact Quantitative Portfolios
Literature, Investment Solutions
Format: pdf
Publication Date: 09/16

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.

Pages