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: Mind the (U.S.-Germany yield) gap
The gap between the 10-year yields of U.S. and German government bonds has steadied at elevated levels after a long period of widening. What does it mean?
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.
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.
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.
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.
2018 Capital Gain Distributions: Won’t get fooled again
Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.
Turbocharging Managed Account Flows
With the first half of 2018 now behind us, it’s a great time to trace how managed account programs have fared thus far this year in terms of sales, redemptions, and net flows.