PMC Capital Markets Assumptions and Asset Class Portfolios Update COMING SOON to the Envestnet Platform
On the weekend of March 26th, 2021, the updated Capital Markets Assumptions (CMAs) and Asset Class Portfolios (ACPs) will be in effect on the Envestnet platform.
For questions please contact your Regional Advisory Sales Team.
CMA & ACP Resources
Capital Markets Assumptions
2021 Capital Markets Assumptions
Asset Class Portfolios
2021 Asset Class Portfolios
Recommended Asset Allocations
2021 Recommended Asset Allocations – 5 Point
2021 Recommended Asset Allocations – 7 Point
Recommended Asset Allocations w/ Liquid Alternatives
2021 Recommended Asset Allocations – 5 Pt (low tracking error)
2021 Recommended Asset Allocations – 5 Pt (high tracking error)
2021 Recommended Asset Allocations – 7 Pt (low tracking error)
2021 Recommended Asset Allocations – 7 Pt (high tracking error)
Supplemental Reference Materials
2021 CMA Risk and Return Estimates
Envestnet Platform Risk Scoring Reference Guide
Envestnet Investment Style Methodology
Investment Methodology Guide
Frequently Asked Questions
CMA and ACP Update
PMC Asset Location Preference Scores
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