Quantitative Portfolios

	REVIEW: Five Factors. Which Performed Best? Not all factors perform equally. In this new commentary, Brandon Thomas, Chief Investment Officer, analyzes how value, quality, momentum, volatility, and size fared during the previous quarter, as well as over longer periods of time. Q3 2018 Review Q2 2018 Review Q1 2018 Review Q4 2017 Review

	INFOGRAPHIC: Do Factors Add To Returns? Certain factors can help deliver higher-than-market returns and lower portfolio risk.* PMC quantitative research evaluated four factors, and determined how much potential excess return each can provide.

	WATCH: How do Quantitative Portfolios Elevate the Client Experience? Each client’s investment challenge is different from the next and “one-size-fits-all” passive investments can often fall short in addressing important needs. Watch this animated video to learn how our Factor-Enhanced and Market Series QPs can help take portfolios beyond beta and truly enhance the client experience.

	INVEST: Solutions to Achieve Beta, Factor Exposure, Impact QPs combine the benefits of passive investing with the portfolio customization of managed accounts (SMAs and UMAs). Clients get low-cost access to important market segments and opportunities for personalization and tax management. PMC Quantitative Portfolios Brochure A Guide to Quantitative Portfolios Market Series QPs feature low-cost access to important market segments coupled with opportunities for customization and tax management. Factor-Enhanced QPs provide the potential for excess returns via factor exposures. About the Envestnet Factor Enhanced Indexes Impact QPs explicitly focus on companies with high sustainability ratings and/or ESG priorities. "A Closer Look at Holdings": Large Cap Impact QP "A Closer Look at Holdings": Gender QP "A Closer Look at Holdings": Catholic Values QP

	LEARN: Understanding Factor-Based Investing Value, Momentum, and Quality are factors that increase the potential for improved risk-adjusted returns. Watch this presentation series to learn more. Overview (09:50) Theoretical Foundations (05:32) Empirical Analysis (06:28) What Are Factors? (08:14) The Value Factor (14:13) The Momentum Factor (10:45) The Quality Factor (07:00)

	WATCH: The PMC Spotlight on QPs Our portfolio managers underscore the unique features of each series and the role QPs can play in portfolios. Factor-Enhanced Series feat. Brandon Thomas Market Series feat. Dale Rottschafer