PMC ActivePassive Foundation
Quarterly Performance Summary (as of 3/31/2024)
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Pioneers in ActivePassive Investment Mangagement
In 2006, PMC fi rst published our research on the space of active and passive asset management. Our research
has been refreshed every few years since then, and we continue to look at which asset classes, over time,
are better candidates for active or passive management. The results are one of the important inputs of our
investment process and expansion of our strategy speaks for itself:
$4.33
billion
in AUM utilizing
ActivePassive investment
approach*
2022
Published latest
ActivePassive
research paper
2006
First comprehensive
ActivePassive
research study
2005
Began managing
ActivePassive
portfolios
Advisors invested in
ActivePassive models
Over 25k accounts
invested in portfolios man-
aged by PMC utilizing the
ActivePassive approach
2,700+
The Next Evolution of ActivePassive
The next step for ActivePassive are models consisting entirely of ETFs including our own proprietary ETFs that
also leverage our ActivePassive framework:
Our own ETFs are grounded in
research that identifi es less costly
factor strategies that decouple from
more expensive traditional active
management (stock picking).
ETFs are an effi cient chassis for
delivering packaged investment
solutions.
• Simple portfolio construction
• Tax-effi cient, liquid structure
• Lower costs
* AUM across PMC ActivePassive Portfolios and custom enterprise solution portfolios using active/passive style as of 12/31/23.
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