4 | Envestnet | PMC Investment Methodology Guide FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY
PMC's Philosophy
PMC's foundation is deeply rooted in principles that provide the framework for
building diversified, risk-managed portfolios to meet the long-term investment
goals of a broad spectrum of clients.
These principles include:
Portfolio construction
and rebalancing. Proper
diversification across the
sub-asset classes can
enhance a portfolio's risk/
return profile. Regular
portfolio rebalancing also
helps keep allocations and
risk exposures in line.
Asset allocation.
Thoughtful and professional
asset allocation and a sound
investment plan can help
minimize losses and help
protect portfolios against
volatility and uncertainty.
Vehicle and investment
selection and monitoring.
Choosing appropriate
managers and determining
whether they should
be actively or passively
managed are key
considerations in the
investment planning
process.
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