Impact Investing | Envestnet PMC

Important Updates from PMC

6/16/20Q2 2020 Impact Newsletter: ESG During COVID-19

4/29/20Envestnet Blog: Market Volatility, ESG, and Deeper Client Engagement

9/5/19Envestnet Blog: Community Investing: How To Invest In The Underserved

8/7/19Envestnet Blog: Values-Driven Portfolios That Connect With Investors

PMC Resources

Insights

Timely commentary and practice management tools from PMC help advisors engage clients and make more informed impact investing decisions.

Community Investing: How To Invest In The Underserved Community investing presents a strong opportunity for direct, meaningful, and measurable impact for an investor – and can often serve as a low-risk, high-impact component of an investment portfolio – delivering social benefit alongside financial return.

Values-Driven Portfolios That Connect With Investors Impact investing provides investors with an opportunity to align their portfolios with their personal values, while still meeting their financial wellness goals.

Earth Day, Every Day: Climate Conscious Investing Investors are increasingly recognizing that when you look at many of the macroeconomic trends of today – flooding, hurricanes, gun control, the opioid crisis – you have to look at your portfolio through a different lens.

Gender-Lens Investing: How to Invest to Advocate for Women In the US, female representation at more senior levels of corporate leadership has experienced minimal change, despite women’s increased participation in the workforce and a heightened focus on building inclusive workplaces.

The Impact Investing Imperative for Advisors June 22, 2018: Jim Lumberg, Envestnet co-founder, says as advisors face challenges in retaining clients in today's competitive climate, impact investing is key to forging deeper relationships.

Community Wealth Building and Social Impact Investing in 2018 June 22, 2018: Luke Seidl from Veris Wealth Partners talks about the opportunities for private capital to address income inequality, promote inclusive growth and quality jobs, and advance human rights and social justice.

Video: Beating Benchmarks and Shifting Construction Tim Clift, Envestnet's Chief Investment Strategist, talks about the changing landscape of impact portfolio construction, performance, and more.

Video: How Do I Pick A Good ESG Manager? Brett Wayman, VP at Envestnet | PMC, sits down with Dana Investment Advisors SVP Doug Classen to discuss finding qualified ESG advisors.

Video: The Future of Impact Jim Patrick, EVP and Head of Advisor Services at Envestnet, talks about the future of impact investing.

Reaching Millennials: Your Future Success Depends on It May 16, 2018: Kelly Coyne, Vice President at Impax Asset Management and Pax Ellevate Management, explains why advisors should focus on growing their millennial client base.

Marshalling Resources to Bring About Change April 18, 2018: Jim Lumberg tackles commonly asked questions from advisors after the Parkland, FL school shooting.

The ESG Data Revolution April 18, 2018: Adam Bernstein, ESG Specialist with Gitterman Wealth Management, explains how advisors can take advantage of the volume of ESG data.

Societal Impact vs. Financial Return: A Case of “Either/Or” No More March 18, 2018: Jim Lumberg explains why "doing good" and "doing well" in the world of investing doesn't necessarily mean sacrificing one for the other.

What’s Next for Climate Change Solutions in 2018? March 18, 2018: Jessica Lowrey and Luke Seidl from Veris Wealth Partners discuss trends in environmentalism and climate change that could influence the capital markets in 2018.

Video: Can fixed income investors make an impact? Investment analysts Michael Wedekind and Eric Halverson discuss the vast and growing opportunities for fixed income impact investors.

Video: Investing With a Gender Lens Is it possible to invest explicitly on gender diversity, gender impact, and ESG principles? Pamela Jacobs, Ali Caffery, and Manogna Bobbala weigh in.

Looking at Sustainable Investing Through a Gender Lens February 14, 2018: Envestnet co-founder Jim Lumberg comments on the growth of gender lens investing.

Are Investors Becoming Fully Engaged? February 14, 2018: Investment Analyst Eric Halverson talks about the increased alignment between firms, investors, and asset managers around advocating for positive outcomes for both companies and shareholders.

Astronauts, ESG, and Growing AUM February 14, 2018: Financial Advisor Jeff Gitterman talks about how financial advisors may be the obstacle in helping further assets into the impact/ESG investing arena.

The Growth of Impact Investing January 2, 2018: Jim Lumberg talks about drivers behind the exponential growth of impact investing, including Millennials, client demand, and pension funds.

5 Criteria for Finding the Best Impact Investments January 2, 2018: Investment Specialist Brett Wayman explains the difference between negative screening and positive influence approaches to impact investing.

The Markets Are Moving to Impact. Are You? January 2, 2018: Fran Seegull, Executive Director, US Impact Investing Alliance, talks about the mainstreaming of impact investing in the pools of both private and public assets.

Video: What's the future of impact investing? At the 2017 Envestnet Advisor Summit, senior Envestnet executives and PMC specialists weighed in.

A History of Impact Investing June 22, 2017: Jim Lumberg explores the history of impact investing, from its roots in the 18th century through today.

Gender Lens Investing: Growing Interest, Increasing Options April 20, 2017: Patricia Farrar-Rivas, CEO, Veris Wealth Partners, talks about growing interest in gender lens investing strategies.

How Sustainable Investing is like Climbing a Mountain April 14, 2017: Jim Lumberg talks about how reaching the summit of Mount Everest strengthened his belief that sustainable investing can help solve the world's problems.

5 Reasons Advisors Need to Rethink Impact Investing April 14, 2017: Portfolio Manager Ali Caffery explains how impact investing can help advisors tap into the $30 trillion wealth transfer in the next few years.

Webinar Replay: Connecting on Impact September 26, 2017: PMC and Sustainalytics discussed how impact investing fits within overall financial planning, and how advisors can meaningfully connect with interested clients.

Video: The Evolution of Impact Investing James Lumberg, Envestnet co-founder, discusses how far Impact investing has come in the past decade and new challenges and opportunities for advisors.

Video: Applying Financial Analysis to Impact Investing Eric Halverson, investment analyst with Envestnet | PMC talks about the emergence of new tools and technologies that assist in evaluating SRI and ESG metrics.

Video: Crafting Portfolio Strategies with Sustainable Goals Brett Wayman, senior portfolio strategist with Envestnet | PMC, discusses strategies for helping investors find alpha through incorporating ESG principles into their analysis.

Video: Merging Tech & Financial Advice Brandon Thomas, Chief Investment Officer of Envestnet | PMC, discusses merging new technology with financial advice.

Video: Bringing Impact Tools to Advisors Envestnet President Bill Crager talks about how the company is delivering impact investing technology platforms to financial advisors.

Solutions

PMC's impact solutions include risk-based portfolios built on forward-looking capital markets assumptions and asset allocation methodology; low minimum account solutions; and quantitative portfolios providing asset class exposure to highly rated ESG securities. In addition, our cutting-edge platform allows advisors to apply investment screens to customize client portfolios based on social investing preferences.

Quarterly Materials

PMC Impact Portfolios A look at how the PMC Impact Portfolios performed during the quarter.

Contact a Consultant Please contact a consultant to obtain the latest portfolio performance reports.

Marketing Materials

PMC Impact Portfolios: Closer Look at Holdings Impact Portfolios are comprehensive, disciplined, and diversified solutions designed for investors with environmental, social, and governance (ESG) priorities. Seven risk-based portfolios are constructed using high-conviction impact managers identified through Envestnet | PMC’s thorough, multi-layered research and due diligence process.

Impact Report: Quantitative Portfolio: Global Climate Solutions Designed to provide passive exposure to the largest global equity asset classes, including domestic large cap and international developed markets.

Impact Report: Quantitative Portfolio Large Cap Gender & Diversity Designed to track traditional market indexes with an explicit focus on companies that are fostering gender and diversity inclusion, by focusing on those with strong leadership diversity, anti-discrimination policies, and programs aimed at increasing opportunities for women and minorities.

Impact Report: Quantitative Portfolio International ADR ESG Designed to track international market indexes with an explicit focus on companies with high sustainability ratings and/or environmental, social, and governance priorities.

Envestnet's Impact Investing Platform Our impact platform can help advisors support clients who seek both positive social impact and financial returns.

Impact Report: Quantitative Portfolio Large Cap Core ESG Designed to track traditional market indexes with an explicit focus on companies with high sustainability ratings and/or environmental, social, and governance priorities.

Gender Equity Large Cap Core Quantitative Portfolio Designed to track the characteristics and returns of the Russell 1000 Index and focuses explicitly on companies that emphasize gender diversity, gender impact, and ESG principles.

Quantitative Portfolios View the full suite of asset class-specific investments blending "beta" investing with customization of managed accounts.

PMC Impact Portfolios Seven risk-based portfolios are constructed using high-conviction impact managers identified and vetted by PMC and Sustainalytics.

PMC Impact Foundation Portfolio Low cost, low minimum portfolios constructed with high-conviction impact managers vetted by PMC and Sustainalytics.

Personal Conviction Overlay Screens Clients can apply up to 11 customized socially responsible screens to their investment portfolios. There are 17 different screens available, many of which have both a Best in Class and SRI Strict screen.

Education

From our partners: educational resources for advisors and investors interested in impact investing.

Investopedia: Impact Investing Hub Education portal equips investors with knowledge and insights to take the first step in actionable engagement with advisors—and vice versa.

Sustainalytics’ Research Report Assesses Material ESG Risks Facing Investors Report profiles 10 companies with low levels of unmanaged ESG risk.

Veris Wealth Partners Impact Report Highlights the progress being made by public and private companies within Climate Change and Environment, Community Wealth Building & Social Justice, Gender Lens Investing, Sustainable Agriculture and Food Systems, and Mindfulness and Sustainability.

The Five Essentials

Research, Overlay, Solutions, Reporting, and Implementation are the Five Essentials of PMC Impact Investing.

Impact Manager Due Diligence Guide Envestnet | PMC Research incorporates an additional layer of analysis to its comprehensive research and due diligence process to uncover high-conviction equity and fixed income managers that are meaningfully and systematically integrating impact factors into the investment process across the spectrum of impact approaches.

Impact Investing Solutions Product Guide Look at the Five Essentials of Impact and how Envestnet is providing the impact solutions within those essentials for advisors

Envestnet's Impact Investing Platform Our impact platform can help advisors support clients who seek both positive social impact and financial returns.

Infographic: The Five Pillars of Impact Investing Here's how PMC's five pillars can help you deliver a comprehensive impact investing program.

Video: Finding the Managers that Make an Impact Learn about our process for uncovering high-conviction "impact" managers — those managers with environmental, social, and governance-related investing mandates.

How and Why SRI Performance Differs from Conventional Strategies PMC Quantitative Research found that impact investing does "no harm" relative to unconstrained, conventional investing. This paper received an Honourable Mention for the 2014 Sustainalytics Prize for Excellence in RI Research.

ENVESTAT: Doing Well and Doing Good Are Not Mutually Exclusive Is there is a tradeoff in performance when choosing impact investments? This special edition on impact reveals that notion of performance may be more perception than reality.

ENVESTAT: Impact Investing, Poised for Growth Client demand for impact investing is skyrocketing, but remains a small percentage of Envestnet's overall SMA accounts. This suggests supply, and advisor interest, may not be keeping up with demand.

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.

Invest with Impact