Issue link: https://resources.envestnet.com/i/1533180
Values Overlay Services PMC's risk-based overlay portfolio management allows advisors to combine multiple values-based screens and apply them to traditional and impact specialist managed accounts. This approach focuses on strictly adhering to each individual investment manager's strategy within the account and centralizes the discretionary authority to provide a single, overall investment solution. Our patented portfolio optimization process enables balancing the investment decisions of individual managers with specific client-customization requests while adhering to the overall risk profile of an account. The client, in consultation with his or her advisor, can determine the appropriate asset allocation, manager selection, and personal convictions to deliver a fully customized solution to meet all of the needs of the client. Tax and Values Overlay Services The client now has the capability to combine both tax and values overlay services into one account. The client can customize values- based screens and manage taxes efficiently at the same time. Overlay screens Through partnerships with Sustainalytics and Veris Wealth Partners, leaders in the impact investing industry, PMC has the ability to apply one or more of the following screens in investor accounts: • Abortion • Adult Entertainment • Alcohol • Animal Testing • Catholic Values • Contraceptives • Customer Rights • Embryonic Stem Cell/Fetal Tissue Research • Employee Rights • Environment • Firearms • Fossil Fuels • Gambling • Human Rights • Military Weapons • Nuclear Power • Pork/Usury • Social Justice • Tobacco • Unsustainable Farming █████████████████ Ì20000162ODÎ