For more information, go to envestnet.com/sustainable Envestnet | PMC
Values Overlay Services
Comprehensive values-based screening to align investments with personal
preferences
Values Overlay Services provides a truly customized experience, allowing advisors to exclude
investment exposures based on a client's personal preferences. Combined with Envestnet |
PMC's patented risk-based optimization, resulting portfolios seek to not only adhere to the
investor's priorities, but also align with the strategy of each investment manager within the
portfolio—delivering a complete solution to help advisors support their clients who seek both
financial return and alignment with personal values.
Values Overlay Screens
PMC can apply one or more of 23 screening options in
investor accounts.
Sustainable Investing: A Range of Approaches
Our Values Overlay Services is suitable for clients who wish to align their portfolio with their values.
• Environment
• Firearms
• Gambling
• Human Rights
• Landmines
• Military Weapons
• Nuclear Power
• Pork/Usury
• Prison Industry
• Tobacco
• Unsustainable Farming
• Fossil Fuels
• Social Justice
• Abortion
• Catholic Values
• Adult Entertainment
• Alcohol
• Animal Testing
• Cannabis
• Contraceptives
• Customer Rights
• Embryonic Stem Cell/
Research Fetal Tissue
• Employee Rights
