Values Overlay Services provides a truly customized values alignment experience, allowing advisors to exclude investment exposures based on a client’s personal convictions.
Combined with Envestnet | PMC’s patented risk-based optimization, resulting portfolios seek to not only adhere to the investor’s priorities, but also align with the strategy of each investment manager within the portfolio—delivering a complete solution to help advisors support their clients who seek both positive social impact and financial return.
Customizing a client's portfolio by removing exposures they may find objectionable
is one part of the process, but how to reconcile a client's personal convictions with and
investment manager's decisions? Our patented risk-based optimization is designed to
balance potentially disparate priorities and deliver a solution that aligns the client's
values with the manager's model and objectives.
Original Model Portfolio
Risk Optimization Process
Client-Customized Compliant Portfolio
The client and advisor review the original, unconstrained model portfolio.
PMC screens out the stocks deemed undesirable by the client.
PMC's patented risk engine implements the client-specific requests, while adhering to the manager's model and minimizing tracking error.
The resulting portfolio is risk customized and closely matches the security risk characteristics of the original model portfolio.
The overlay restriction program at Envestnet allows clients to apply
customized values restrictions to their investment portfolios. There
are 23 different restriction criteria available.
THIS WEBPAGE IS FOR INVESTMENT PROFESSIONAL USE ONLY. NOT INTENDED FOR PRIVATE INVESTORS.
The information, analysis, and opinions expressed herein are for general information only. Nothing contained on this webpage is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.