Issue link: https://resources.envestnet.com/i/1527507
For more information, go to investpmc.com Envestnet | PMC PMC Foundation Series Portfolios Comprehensive, diversified solutions designed for low-minimum investors FOR ONE-ON-ONE USE WITH A CLIENT'S FINANCIAL ADVISOR ONLY Sophisticated asset allocation and top managers are available to investors with smaller accounts through the PMC Foundation Series. Seasoned Envestnet | PMC investment teams construct and manage the portfolios to achieve low cost by maintaining fewer holdings and lower turnover. This series of portfolios can accommodate a range of investor preferences—whether active, passive, or activepassive management, or environmental, social, and governance priorities. Active Foundation Combines traditional asset allocation and high-conviction active managers that have the potential to deliver "alpha". For investors seeking to outperform allocations to diversified market indices. Passive Foundation Constructed exclusively with low-cost index mutual funds to offer broad-market exposure (Beta), lower return variability, and low turnover. For investors who prefer a low-cost index strategy over active management. ActivePassive Foundation Constructed of 4 unique ETFs that combine active and passive strategies. For investors looking to get the best of both active and passive management combined in their one model. Sustainable Foundation Constructed with high-conviction managers vetted by Envestnet | PMC For investors who support both the pursuit of positive social impact and financial performance. ETF Foundation Constructed exclusively with low-cost ETFs to help minimize volatility and enhance risk-adjusted returns. For investors seeking low turnover and a low-cost index strategy. ■ Intermediate Bond ■ International Bond ■ Large-Cap Core ■ Small-Cap Core ■ Int'l Developed Mkts ■ Int'l Emerging Mkts ■ Short Bond Portfolios to suit a range of priorities Using a proprietary methodology, PMC constructs a series of risk-based asset class portfolios (ACPs) at various domestic equity tiers, each with a multitude of diversifying asset class combinations. The resulting portfolios represent our recommended asset allocations incorporating diversifying asset class combinations and domestic equity asset class granularity levels.