Portfolio Management Consultants
INVESTMENT RESEARCH
The PMC/Singer Partners Edge Portfolio
Are You Seeking an Alternative Investment Vehicle for Your Portfolio? With the Edge Portfolio, you gain a risk-managed alternative investment with a global approach. »»
The PMC/Singer Partners Dynamic ETF Portfolios
In practice, the investment markets are not always rational. However, it is very difficult to determine when the market is undervaluing an asset – making it a timely and smart investment – and when that asset is overpriced. To address this investment opportunity, PMC has partnered with Singer Partners, a global asset allocation firm that uses a risk-managed, fundamental approach to value a broad set of global assets. »»
PMC Overview Brochure
Find out more about PMC’s people, processes, and investment solutions by downloading our presentation, “Perfecting the Portfolio.” »»
The PMC SIGMA Mutual Fund Solution
With the SIGMA Portfolios, you get a risk-managed, disciplined and diversified solution – at your desired risk level. You’ll gain access to high-quality asset managers which are chosen for their demonstrated success and combined so their management styles complement each other. All portfolios are regularly monitored and rebalanced... »»
The PMC Select Portfolios
Oftentimes, only investors with significant investable assets can gain access to the most sought-after investment talent. With the PMC Select Portfolios, you can take advantage of the insight and expertise of highly recognized asset managers – with much smaller minimums than normally required. »»
Focusing on Volatility: When Risk Management Pays Off
One of the most effective examples of volatility management is cost-effective control of "tail risk"—otherwise known as unexpectedly large portfolio losses. While no single weapon on its own can combat tail risk, a multi-pronged approach that marries such elements as crisis planning, increasing asset diversification, allocation to low-beta equities and adoption of alternative asset classes can achieve this result. »»
What Behavioral Finance Teaches On How to Discuss Risk with Clients
Today's sophisticated investors are plugged into the idea that managing volatility is critical to the well-being of their portfolios. And while investor knowledge of portfolio construction is by and large a positive occurrence, advisors who place too much emphasis on volatility management can inadvertently spook investors into taking overly conservative positions that remove too much risk and diminish long-term return potential. »»
Portfolio Diversificiation Now: How to Classify Liquid Alternatives
Given that alternative strategies depend on exploiting short-lived arbitrage opportunities, as well as new techniques and markets (leverage, shorting, futures trading, private equity and other illiquid securities), the talking point has been that we simply can't group alternatives managers or strategies according to indexes and style boxes. »»
Diversification Now: The Case for Liquid Alternative Investments
Demand among advisors for alternative strategies has never been greater, and for good reason. Alternatives provide access to both non-traditional asset classes and "alternative beta." »»
A Proven Way to Enhance Risk-Adjusted Returns
Does it make sense to combine multiple managers within, say, a portfolio's large-cap value allocation? The answer, in a word, is "yes." Let's explore why, and how to put concepts to practical use. »»
Investing (including mutual funds and ETFs) carries risk, including the loss of principal, and there can be no assurance that any investment strategy will provide positive performance over a period of time. The asset classes and /or investment strategies described above may not be suitable for all investors. Investors should first consult with an investment advisor before investing. Investment decisions should be made based on the investor’s specific financial needs and objectives, goals, time horizon, tax liability and risk tolerance. When investing in managed accounts and wrap accounts, there may be additional fees and expenses added onto the fees of the underlying investment products. For a complete description of all fees, costs and expenses, please refer to the Envestnet Form ADV Part 2A or Form ADV Part 2A - Appendix 1 as applicable. Past performance is no guarantee of future results. Neither Envestnet, PMC nor its representatives render tax, accounting or legal advice.
This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment products should contact a financial advisor.
