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.
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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.
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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.
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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.
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OppenheimerFunds in PMC ActivePassive Portfolios
Combining actively managed OppenheimerFunds 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.
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PMC Impact 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 impact 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.
Ascent Portfolios
This comprehensive suite of portfolios is designed for enterprises and their advisors to offer clients a customized investment management program. Portfolios are backed by PMC research, due diligence, and investment management expertise. PMC manages the portfolios to achieve diversification across asset classes and maximize returns while reducing risk over time, using high-conviction mutual fund managers within the portfolios on a no-load, no transaction fee, or load-waived basis.
SIGMA Mutual Fund 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.
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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 Impact 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.
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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.
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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.
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PMC Traditional Portfolios
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 typically employs active management through traditional modern portfolio-based asset allocation techniques, and is designed for investors who seek the opportunity to outperform diversified allocations to market indices.
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.
PMC Impact Guided Portfolios
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. The Impact Guided Portfoliois designed for investors with environmental, social, and governance priorities to support both the pursuit of positive social impact and financial performance.
PMC Cost-Sensitive Portfolios
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. Portfolios are designed to offer low-cost, broad-market exposures (i.e. Beta), lower return variability (tracking error), and low turnover. They are intended for investors who prefer a low-cost index strategy over active management.
PMC Income-Focused Portfolios
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. Portfolios are managed to produce above-average yield across equity, fixed income, and alternative investment exposures, and are designed for investors with shorter investment horizons and income generation needs.
PMC Liquid Endowment Portfolios
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. These portfolios seek to endure varying market conditions by combining a strategic allocation of global asset classes with a responsive component (tactical managers), traditional stock and bond vehicles, and liquid alternative strategies that strive to guard against rising correlations and attempt to capture an optimal combination of core diversification, risk mitigation, and portfolio responsiveness.
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PMC Diversified Equity Fund (PMDEX) and PMC Core Fixed Income Fund (PMFIX)
Two proprietary PMC mutual funds, PMC Diversified Equity Fund (PMDEX) and PMC Core Fixed Income Fund (PMFIX), are the basis of the PMC Select Strategic and Dynamic Portfolios. 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.