Envestnet Institute
Curated educational content and data to accelerate your practice in an evolving industry
Latest Articles
Vanguard Advisor's Alpha
This Vanguard Research Insight piece explains why, when adding value is the goal, advisors may be better served by changing their performance benchmark from the market’s return to the returns that investors might achieve on their own, without professional guidance.
A Close Look At the Value of your Financial Advisor
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Impact Investing Is Taking Off
The investment world is abuzz these days with impact investing, which enables investors to sync their portfolios with their values and principles. But, does this hold true with advisors who use Envestnet's platform?
Investor Education: Learn About Saving for College
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.
Advisor2Advisor: Ed Swenson & Sean Mullen
Envestnet advisors Ed Swenson & Sean Mullen talk about client questions and requests at both of their firms in this 2-minute video.
Three Tax-Management Charts Every Advisor Should Study in 2018
On the fence about the potential benefits of tax-smart investing? These three charts may help you decide.
Managed Accounts: Trend-Based Forecast For 2018
In this Envestat report, we analyzed past managed account data to come up with a forecast for gross sales, redemptions, and net flows for the first half of 2018.
How Macro Factors Can Aid Asset Allocation
Invesco Establishes their set of macro factors which display quite stable correlations to the returns of various asset classes,irrespective of their country of issuance.
Putting a Value on Your Value: Quantifying Advisor's Alpha
This updated research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
Three Typical Approaches to Tax-Managed Investing. And Why They’re Wrong.
If you’re an investor or advisor and not worrying about the tax drag on your taxable investments, you’re almost certainly paying the price. And you’re almost certainly paying a lot— almost two percent in lost performance, annually.
Before You Bail On Bonds, Consider These 4 Charts
Rising interest rates have spooked many bond investors. However, history shows that not all bonds are that scary—even when rates are rising.
SMAs: How They’re Used and What Types of Managers are Favored
For our inaugural Asset Management edition, we offer insights into how advisors are using separately managed accounts (SMAs). We examined all SMA portfolios that are widely available to advisors on Envestnet’s platform to answer questions about SMA performance.