Issue link: https://resources.envestnet.com/i/1527492
FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY Envestnet | PMC Investment Methodology Guide | 5 PMC's Professionals PMC's experienced and specialized investment professionals have a deep knowledge in research, consulting, portfolio construction, and portfolio management. Investment Committee The PMC Investment Committee, comprising senior management professionals, plays a critical role in exercising fiduciary responsibilities for Envestnet clients. Meeting formally each quarter (and more frequently on an ad hoc basis), it establishes and oversees the broad investment policies instituted on the Envestnet platform and within the PMC group. The Investment Committee: • oversees manager and mutual fund due diligence processes; • guides investment product development and portfolio management; • initiates and authorizes changes to investment policies and methodology on the platform; and • reviews and approves revisions to capital markets assumptions and asset class portfolios. PMC Staff and Bios More details available at investpmc.com Leadership Team + Investment Committee Brandon Thomas Co-CIO Dana D'Auria, CFA Co-CIO Erik Preus, CFA Head of Investment Solutions Cal Bryant, CFA Principal Director Overlay Services Greg Classen, CFA Principal Director Portfolio Management Brooks Friederich Principal Director Investment Solutions Strategy Janis Zvingelis, PhD, CFA Principal Director Quantitative Research David Hawal, CFA Principal Director Equity & Fixed Income Research Ling-Wei Hew, CFA Principal Director Multi-Asset Research Michael Featherman, CFA * Head of Investment Consulting and Distribution Ryan Tagal * Principal Director PMC Product Management Ed Kelly, CFA* COO Envestnet Solutions + Investment Consultants Michael Featherman, CFA Head of Investment Consulting and Distribution + Manager Research Erik Preus, CFA Head of Investment Solutions + Portfolio Solutions Greg Classen, CFA Principal Director Portfolio Management + Product & Institutional Consulting Erik Preus, CFA Head of Investment Solutions + Quantitative Research Janis Zvingelis, PhD, CFA Principal Director Quantitative Research + Sustainable Investing Kiley Miller* Principal Director Sustainable Investing * Non-voting member of the Investment Committee