PMC Capital Markets Assumptions and Asset Class Portfolios Update – Equity Services, Inc

As a reminder, the updated Capital Markets Assumptions (CMAs) and Asset Class Portfolios (ACPs) recently went into effect on the Envestnet platform. Read more for the details.

For questions please contact your Regional Advisory Sales Team.

2022 CMA and ACP Update

Capital Markets Assumptions
Capital Markets Assumptions Methodology

Asset Class Portfolios
Asset Class Portfolios Methodology

Recommended Asset Allocations
2022 Recommended Asset Allocations – 5 Point
2022 Recommended Asset Allocations – 7 Point

Recommended Asset Allocations w/ Liquid Alternatives
2022 Recommended Asset Allocations – 5 Pt (low tracking error)
2022 Recommended Asset Allocations – 5 Pt (high tracking error)
2022 Recommended Asset Allocations – 7 Pt (low tracking error)
2022 Recommended Asset Allocations – 7 Pt (high tracking error)

Supplemental Reference Materials
2022 CMA Risk and Return Estimates
Envestnet Platform Risk Scoring Reference Guide
Envestnet Investment Style Methodology
Investment Methodology Guide
PMC Asset Location Preference Scores FAQs

TC126252(0422)1

Previous PostRemoval of Higher Cost Mutual Funds from Some Flagship Select and Directions Accounts
Next PostMutual Fund Switching Activity

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information

© 2024 Equity Services, Inc. All Rights Reserved.