PMC performs rigorous due diligence on an extensive universe of investment vehicles to identify best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle
PMC applies qualitative due diligence and quantitative expertise to identify and monitor best-in-class managers: those we consider able to outperform their benchmark over a complete market cycle.
Manager Research and Due Diligence Process
PMC’s research and due diligence process is thorough but straightforward. We developed a multi-step approach to identify top investment managers—those we consider able to outperform their benchmarks over a complete market cycle.
PMC Manager Selections
Sorting through the more than 12,000 investment products available on the Envestnet platform can be daunting for any advisor. PMC narrows that universe to a select group of managers that offer an attractive risk/reward proposition according to our proprietary quantitative ranking model or our Research Team’s due diligence process.
Fund Strategist Network
We have assembled a network of high-caliber third-party institutional mutual fund and exchange-traded fund investment strategists to provide a robust selection of strategic, tactical, and dynamic portfolio solutions. Offering a broad range of investment styles, philosophies, methodologies, and investment vehicles to choose from, our Fund Strategist Network can help advisors find solutions that suit the needs of any investor.