Literature Type: Investment Solutions

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ActivePassive Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/15

What is the best approach to asset management: active or passive? We believe that neither strategy is "best"--but an appropriate blend of active and passive strategies can help to deliver the best of both worlds. Envestnet | PMC's ActivePassive Portfolios provide what we believe is an ideal combination of active and passive investment strategies, pairing actively managed mutual funds with low-cost, tax-efficient index funds.

Ascent Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/15

The Ascent Portfolios provide affluent investors with a sophisticated, powerful portfolio set that mirrors the solutions recommended to major institutions. Introduce investors to the full universe of global investment opportunities, due diligence manager oversight and thoughtful portfolio construction techniques.

Envestnet | PMC Investment Methodology Guide
Literature, Investment Solutions
Format: pdf
Publication Date: 07/14
Envestnet's Fund Strategist Network
Investment Solutions
Format: pdf
Publication Date: 04/15

Leverage some of the best the financial world has to offer on behalf of your clients in a flexible, efficient, scalable way through Envestnet’s Fund Strategist Network. Mix and match strategists as you think best to meet your clients’ long-term needs.

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