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.
For more information about Overlay Services
Email PMCOverlayServices@envestnet.com or visit our websites at
envestnet.com/tax-managed-overlay or envestnet.com/sustainable/solutions/overlay
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:
•
Landmines
•
Military Weapons
•
Nuclear Power
•
Pork/Usury
•
The Prison Industry
•
Social Justice
•
Tobacco
•
Unsustainable Farming
•
Embryonic Stem Cell/
Fetal Tissue Research
•
Employee Rights
•
Environment
•
Firearms
•
Fossil Fuels
•
Gambling
•
Human Rights
•
Abortion
•
Adult Entertainment
•
Alcohol
•
Animal Testing
•
Cannabis
•
Catholic Values
•
Contraceptives
•
Customer Rights
5
FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC.
20250609-4562819
█████████████████
Ì2000096MKZÎ
