advise
PMC Premium Research
Today’s investment choices are both plentiful and complex, making
a prudent due diligence process more important than ever.
Informed manager selections and detailed, ongoing monitoring can
help gain clients’ confidence that you are making wise decisions on
their behalf.
PMC Premium Research provides detailed, objective due diligence
and monitoring support, freeing you to focus on serving clients and
building your business.
Features
Our powerful manager research solutions for Separately Managed Accounts (SMAs), mutual funds, liquid alternatives and ETFs
represent the right combination of advice and technology to help you meet clients’ high expectations with speed and specificity.
Best-in-Class Manager Selection
• Experienced and well qualified team of professionals
• Select List: Best-in-class investment managers
• Qualitative due diligence, on-site visits
• Multi-factor analyst evaluation process
• Critical assessment of a manager’s edge
• Continuous monitoring
• Timely communications
ENV2 Research Center
•Analysts’ opinions and updates
•Seamless access to Select List
•View in depth analyst commentary on over 250 portfolios
•Expanded research analytics and detailed product profile
reports coming in 2014
Sample Analyst Update
Select List on ENV2
Insightful analyst opinions and updates can be utilized
to build and maintain client relationships.
Easily access PMC analyst best thinking via the Select
List designation.
For more information, go to envestnet.com
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advise
Benefits
•Confident in the quality of our research and
oversight, you can concentrate on what you do best:
grow your business.
•PMC’s extensive investment experience, advanced
research reports and consistent due diligence
process can help supplement your fiduciary duty.
•As your advisory practice grows, so does the number
of investment products you need to evaluate and
monitor. Leverage PMC Premium Research to
achieve scale and contain costs.
•As an outside investment counsel, PMC Premium
Research helps you gain a competitive edge by
serving as an extension of the investment insights
you already bring to the table.
Manager Selection and On-going Monitoring Process
Our four-stage, multi-factor due diligence process is structured to deliver consistent, objective oversight. A critical eye is focused on
characteristics that inspire confidence in a manager’s future prospects.
Viewpoints are derived from deliberate research, on-site visits, and original thinking from experienced and credentialed investment
analysts. We help you discover whether your manager has a defensible investment edge that is truly differentiated, repeatable and
sustainable.
1.
Manager
Sourcing
2.
Multi-factor
Evaluation
3.
Team
Appraisal
4.
Monitoring
Quality
Investment
Managers
Additional details about the multi-factor evaluation of mutual funds are
available upon request.
Stage 2: Multi-Factor Evaluation
The Research Team applies both qualitative
and quantitative techniques to evaluate eight
attributes of a manager and the investment
strategy.
•Performance
• Quality of the Firm
• Quality of the People
• Quality of the Process
• Consistency of Style
• Tax Liability & Efficiency
• Quality of Composite (Mgd Accts & FSPs)
• Customer Service (Mgd Accts & FSPs)
This pamphlet is provided for informational and educational purposes only. It is not intended as and should not be used to provide investment advice and does not address or account for
individual investor circumstances. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Investment
decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. The statements contained herein are based solely
upon the opinions of Envestnet. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Neither Envestnet nor its
representatives render tax, accounting or legal advice. Past performance is not a guarantee of future results.
FOR HOME OFFICE AND ADVISOR USE ONLY.
©2014 Envestnet, Inc. All rights reserved.
For more information, go to envestnet.com
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