Quantitative Research

PMC ETF and Index Mutual Fund/SMA Quantitative Ranking Methodology

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Envestnet | PMC provides comprehensive, unbiased portfolio consulting services, including research and due diligence, on a broad spectrum of asset classes and investment vehicles. The PMC quantitative research process involves regular and systematic evaluation, monitoring, and ranking of funds/managers, resulting in an “approved list” published quarterly on the Envestnet platform (UMP). This research allows advisors to choose from an enhanced universe of PMC-approved investment products, given how the ETF and Index Mutual Fund/SMA (referenced as “fund” hereafter) marketplace has expanded in recent years. The ranking methodology is described in the full PDF.

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this document is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. Investment decisions always should be made based on the investor’s specific financial needs, objectives, goals, time horizon, and risk tolerance. The asset classes and/or investment strategies described may not be suitable for all investors, and investors should consult with an investment advisor to determine the appropriate investment strategy. Past performance is not indicative of future results.


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