FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY Envestnet | PMC Investment Methodology Guide | 3
Envestnet | PMC offers comprehensive
investment research, consulting, and
portfolio management.
This Investment Methodology Guide
summarizes PMC's research and
portfolio construction work, which
are embedded into services available
on the Envestnet platform. These
services include PMC's capital markets
assumptions, asset class portfolios, risk
scoring, and a product review process
that assigns research statuses.
This guide also describes supplementary
research features available through
CIO Support and Investment Consulting
Services, our premium service offered
to Envestnet enterprise clients.
