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Envestnet Institute
Curated educational content to accelerate your practice in an evolving industry.
Financial Planning
Learn about how you can help clients plan for the future
Practice Management
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Market Insights
Stay in touch with market news and get multiple perspectives.
Portfolio Insights
Hear from some of our publishing partners’ portfolio managers.
Editor’s Picks & Trending
Direct Indexing 101: Satisfying Today's Demand for Greater Personalization
Advancements in technology and portfolio software have democratized access to these personalized portfolios through direct indexing, an innovative strategy that is redefining the competitive landscape for financial advice.
MarketScape: Investors Could Look Past Current Market Snags, or Maybe Not
An economic slowdown looms but investors could overlook it under the right conditions. Chief Investment Strategist for North America Chris Shipley analyzes how investor sentiment could change quickly.
Student of the Market by BlackRock
December 2022 highlights:
An Inside Look at Direct Indexing
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Helping Clients Act on 2023’s Opportunities – At Any Age
While the principles of good investing haven’t changed, clients’ perceptions and their outlook for 2023 likely have. We believe in preparation, not prediction, when helping investors navigate the wide range of possible outcomes ahead. In the 2023 market outlook from Morningstar Investment Management, you’ll gain perspective on the current financial environment and positive steps to help address financial planning opportunities.
Finding Stocks with Staying Power: The Quality Dimension White Paper
Quality in stocks can be measured in different ways. Yet the characteristics of resilient companies have something in common—they tend to underpin consistent, long-term equity return potential. Over the last decade, the MSCI World Quality Index returned 12.4% annualized, outperforming the MSCI World Index (Display 1). And during past market crises, quality stocks usually fell less than the broader market, a pattern that we’ve observed over longer time periods and in both US and global stock markets.
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.
BlackRock 2023 Global Outlook
The regime of greater economic and market volatility is playing out – and not going away.
Municipal Bonds: 2023 U.S. States Outlook
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Global Weekly Commentary: Market view too rosy – for now
Markets have leapt ahead this year, driven by China’s reopening, falling energy prices and slowing inflation.
5 Lessons From 5 Decades of Asset Allocation
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.