American Funds®/PMC Active Core Portfolios
Combining the legacy of investment management at American Funds with the research, portfolio consulting, and management expertise of PMC, these seven strategically constructed portfolios spread risk over multiple, diverse types and classes of mutual funds. PMC serves as the discretionary asset manager, using actively managed American Funds® in the portfolios, as well as other active managers that pass strict and regular scrutiny by PMC. Selected active managers have both higher manager ownership and lower expense ratios.
American Funds®/PMC Active Income Portfolios
Combining the legacy of investment management at American Funds with the research, portfolio consulting, and management expertise of PMC, these seven strategically constructed portfolios spread risk over multiple, diverse types and classes of mutual funds, and are designed to offer flexibility and efficiency for income-focused investors. PMC serves as the discretionary asset manager, using actively managed American Funds® in the portfolios, as well as other active managers who pass strict and regular scrutiny by PMC. Selected active managers feature higher manager ownership, lower expense ratios, and lower downside capture.
ActivePassive Portfolios
These portfolios comprise seven combinations of active and passive investment management strategies to match a range of investor risk profiles, from conservative to aggressive. The portfolios consist of actively managed mutual funds and low-cost, tax-efficient index funds.
Franklin Templeton/PMC ActivePassive Portfolios
Combining actively managed Franklin Templeton mutual funds with portfolio construction and asset allocation by Envestnet | PMC, the ActivePassive Portfolios offer investors the potential to outperform by optimizing the advantages of two seemingly different investment styles. The portfolios combine actively managed Franklin Templeton mutual funds and other active and passive managers that pass strict and regular scrutiny by PMC.
Invesco PMC ActivePassive Portfolios
Combining actively managed Invesco funds with passive, low-cost, tax-efficient index funds uncovered by PMC, the ActivePassive Portfolios offer investors the potential to outperform by optimizing the advantages of two seemingly different investment styles. Based on PMC asset allocation and portfolio construction, the portfolios also incorporate a strategic allocation to alternatives to help enhance returns, improve diversification, reduce volatility, and manage downside risk.
PMC Active Foundation Portfolios
This suite of strategically constructed, multi-manager portfolios is offered at a low investment minimum. It is a fully diversified solution, and typically employs active management through traditional modern portfolio-based asset allocation techniques. These portfolios are designed for investors who seek the opportunity to outperform allocations diversified by market indices.
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PMC Passive Foundation Portfolios
This suite of strategically constructed, multi-manager portfolios is offered at a low investment minimum. It is a fully diversified solution designed to offer low-cost, broad-market exposures (i.e. Beta), lower return variability (tracking error), and low turnover. It is intended for investors who prefer a low-cost index strategy over active management.
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PMC Sustainable Foundation Portfolios
This suite of strategically constructed, multi-manager portfolios is offered at a low investment minimum. It is designed for investors with environmental, social, and governance priorities to support both the pursuit of positive social impact and financial performance.
PMC ActivePassive Multi-Manager Portfolio
By blending two seemingly opposing investment styles, the ActivePassive Multi-Manager Portfolios offer the benefits of both approaches while limiting their challenges. Our innovative approach involves identifying high-conviction mutual fund managers through a rigorous research and due diligence process, and incorporating factor exposures to improve long-term, risk-adjusted returns.
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PMC Cost Sensitive Multi-Manager Portfolios
ap into the power of Envestnet | PMC’s long-term capital market views and achieve diversified beta exposure through a series of thirteen low-cost Strategist UMAs featuring low cost ETFs, mutual funds and PMC's Quantitative Portfolios. Featuring thoughtful asset allocation and systematic rebalancing, the PMC Cost Sensitive Multi-Manager Portfolios are a straightforward and complete solution that can help investors—from conservative to aggressive—minimize volatility, enhance risk-adjusted returns, and endure longer investment horizons.
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PMC Sustainable Cost Sensitive Multi-Manager Portfolios
PMC Sustainable Cost Sensitive Portfolios are comprehensive, disciplined, and diversified solutions designed for investors with environmental, social, and governance priorities. Seven risk-based portfolios are constructed using high conviction sustainable managers identified through Envestnet | PMC’s thorough, multi-layered research and due diligence process. PMC regularly monitors and rebalances the portfolios, thereby empowering advisors to support clients in their pursuit of both social impact and financial outcomes.
PMC Sustainable Portfolios
These comprehensive, disciplined, and diversified solutions are designed for investors with environmental, social, and governance priorities. Seven risk-based portfolios are constructed using high-conviction sustainable managers identified through PMC’s thorough, multi-layered research and due diligence process. PMC regularly monitors and rebalances the portfolios, thereby empowering advisors to support clients in their pursuit of both social impact and financial outcomes.
SIGMA Portfolio Solution
This series of seven actively managed, strategically designed portfolios span the risk spectrum. Portfolios are built on asset allocation models grounded in PMC’s rigorous analytical process, and feature access to high-conviction institutional investment managers, monitoring of risk exposures, and systematic rebalancing with the goal of generating long-term, risk-adjusted returns.
PMC Select Portfolios
These actively managed portfolios are predominately comprised of PMC’s proprietary mutual funds, PMC Diversified Equity Fund (PMDEX) and PMC Core Fixed-Income Fund (PMFIX).* PMC selects the institutional manager to sub-advise its portion of the funds. The portfolios are offered in both strategic and dynamic solution sets. The Strategic Portfolio offers fixed allocation models, and the Dynamic Portfolio allows for as much as a 10% over/underweight to equity and fixed income target weights. These portfolios are specifically designed for smaller account registrations, and have minimums as low as $10,000.
PMC Strategic ETF Portfolios
A series of seven strategic, risk-based portfolios are designed to help investors manage volatility, while enhancing risk-adjusted returns, and thereby endure longer investment horizons. The portfolios are constructed using highly liquid, low-cost exchange-traded funds (ETFs) diligently selected by the PMC research team.
PMC Traditional Portfolios with Liquid Alternatives
This suite of strategically constructed, multi-manager portfolios offered through The Digital Portfolio Consultant™ features access to multiple institutional asset managers in a single, diversified portfolio. It combines traditional asset allocation with liquid alternatives to help reduce volatility and downside risk, and is designed for investors who seek to protect portfolios against extreme market conditions while tapping into new sources of returns.
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PMC Diversified Equity Fund (PMDEX & PMDQX) and PMC Core Fixed Income Fund (PMFIX & PMFQX)
Two proprietary PMC mutual funds, PMC Diversified Equity Fund (PMDEX & PMDQX) and PMC Core Fixed Income Fund (PMFIX & PMFQX), are the basis of the PMC Select Strategic and Dynamic Portfolios. PMDQX and PMFQX are institutional share classes for the PMC Diversified Equity Fund and PMC Core Fixed Income Fund, respectively.
PMDEX is managed by Envestnet’s Quantitative Research Group (QRG) using a factor-based approach which aims to provide exposures to asset pricing factors that academic research has shown to be the primary drivers of excess return. These factors include value, momentum, and quality. While traditional stock picking is not part of the investment strategy for the fund, QRG actively manages allocations to factor exposures. PMDEX’s allocations to global equities follow PMC’s asset class portfolio weights for an aggressive (i.e. 100% equity) model.
For PMFIX, a group of experienced institutional asset managers were chosen to act as the funds’ sub-advisors, based on their ability to adhere to a risk-controlled process that seek to generate consistent excess returns over time. These sub-advisors also help control risk factors and sector exposures as well as isolate the managers’ stock selection abilities. PMC conducts rigorous quantitative and qualitative due diligence and monitoring on all included sub-advisors.