Envestnet Institute
Curated educational content and data to accelerate your practice in an evolving industry
Latest Articles
MYTH: Active Performs Better in Certain Market Segments
When it comes to active management, believing that active managers generally perform better in certain market segments is a myth, not a reality.
Saving for College? Break These Three Bad Habits.
Parents — your kids may have headed back to school, but before you know it, they’ll be heading off to college. Fittingly, September is National College Savings Month, so let’s talk strategy.
Behavioral Advisor: Is Your Portfolio Global Mush?
Most investors end up with over-diversified portfolios that are costly and deliver poor performance. The typical asset allocation model and subsequent investment in a group of diversified funds often results in a portfolio of “Global Mush” with literally thousands of tiny positions.
Bulls vs. Bears
We believe that possessing the discipline to stay invested through the ups and downs of the market gives a diversified portfolio the best probability of meeting its goals.
The Value of an Advisor: 4-Point Checklist
Investors are looking for advisors to help simplify the complex world of investing—and they’re actively seeking your help! Here’s what you need to do to help deliver value above and beyond a fee.
Global Weekly Commentary: Gauging crisis risks, 10 years post-GFC
The global economy appears to be humming along 10 years after the global market meltdown. Are we better prepared today?
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.
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.
Is Caution the New Watchword for Advisors?
This Envestat report finds that the composition of inflows has indeed begun to shift, consistent with a more cautious mindset.
The Behavioral Wealth Advisor
The behavioral wealth advisor takes a holistic and proactive approach to wealth management, creating a behavioral discipline throughout the client service model. They increase client confidence and minimize behavioral biases while improving retention and acquisition.
How Do I Pick a Good ESG Manager?
Brett Wayman of Envestnet and Doug Classen of DANA Investment Advisors answer questions about impact investing and manager selection in the ESG space.
Strategy Series: Strategy-Based Portfolio Construction
A strategy-based approach to creating a portfolio provides superior diversification relative to style boxes. Start by evaluating funds based on their self-declared strategy.