Literature Type: Investment Solutions

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.

Achieving positive social impact and financial performance is possible for investors with smaller accounts. The PMC Impact Foundation Portfolios are accessible at low cost by maintaining fewer holdings and lower turnover, and are constructed with high-conviction managers vetted by PMC Research and Sustainalytics.