Issue link: https://resources.envestnet.com/i/1531778
A Full Range Of Investment Vehicles Separately Managed Accounts (SMAs) Portfolios of individual securities are managed by professional investment managers, who leverage the selection of SMAs that have undergone PMC's rigorous screening process. Advisors who use Premium Research have access to independent, objective due diligence and advice on selected SMA managers. Exchange-Traded Funds (ETFs) Portfolios of ETFs can offer strategic, broad market, or precise segment exposure (styles, geographic regions, currencies, and commodities) tailored to an investor's goals, risk tolerance, and time horizon. Mutual Funds Professionally managed portfolios of mutual funds provide a simple, yet sophisticated, route towards diversification. Liquid Alternatives Portfolios that combine a range of liquid alternative strategies have the potential to deliver above-average returns and reduce overall portfolio risk, as they are less likely to move in tandem with stocks and bonds. Fund Strategist Portfolios (FSPs) Asset-allocated investment solutions are composed of some combination of mutual funds and/or ETFs managed by independent management firms. Most FSP portfolios employ a long-term, strategic asset allocation approach, while others take a dynamic or tactical approach and actively shift allocations to take advantage of short-term market movements. A Full Range of Investment Solutions Targeted Portfolio Solutions Designed to address a portion of an investor's overall portfolio and/or a particular client need or interest, such as equity SMA portfolios constructed using quantitative methodologies to address specific investor preferences or market dynamics, the solutions include liquid alternative portfolios designed to manage market risk and overall portfolio volatility. Total Portfolio Solutions Leveraging PMC's core competencies of manager research, asset allocation, and portfolio construction, these portfolios are comprehensive solutions designed to meet a variety of client priorities, investment style preferences, and account sizes. Enterprise Portfolio Solutions Solutions that leverage all of PMC's core competencies are customized to address specific program needs of Envestnet and PMC enterprise clients.