Envestnet Institute
Curated educational content and data to accelerate your practice in an evolving industry
Latest Articles
Weekly Investment Commentary: Stock Prices Rise, but Investing is Becoming More Challenging
Equity markets remain exposed to a number of serious risks, including trade issues, rising bond yields and inflation, stress in the banking system and political turmoil. The good news is that corporate earnings continue to improve, which will be critical if stock prices are to rise.
5 Money Tips for Freelancers: How to Declare Freedom From the 9 to 5
As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.
Quarter End Q&A - 1Q18
Tim Holland, Brinker Capital’s Global Investment Strategist, asks and answers those questions we think will be top of mind for your clients as they open their quarterly statements and think back on the quarter that was.
Looking for Quality Growth in a Volatile World
Despite the weak start to 2018, the Invesco International and Global Growth team sees positive signs among a number of important Earnings, Quality and Valuation (EQV) measures.
Why Manager Selection is Critical for Alternative Investors
Manager selection is a question that all investors face, of course, but it’s especially critical for investors in alternatives because these managers have greater freedom in their investment strategies. This freedom leads to a wide dispersion between the top-performing and below-average alt managers, and that dispersion is typically greater than what is found in traditional equity investments.
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Advisor Choice: Build It or Buy It?
One consideration advisors must weigh when contemplating outsourcing is the impact it may have on fees. With this in mind, we examined the economics of APM and FSP programs to help advisors determine which approach makes sense for their practice.
Emerging Markets: Keep an Eye on Reform
Economic reforms remain critical for emerging economies' attempts to successfully transition from low-wage industrial economies to high-skilled, consumption-based economies.
The Bid: Is the U.S. Leading a New Market Regime?
In this episode of The Bid, Chief Investment Strategist Richard Turnill joins us to discuss the shift in momentum from global to domestic, and what this might mean for markets.
As the First Quarter Comes to a Close…
Brinker Capital's Andrew Goins reviews the markets as the first quarter comes to a close.
Investor Interest in Responsible Investing Soars
Advisors are recommending responsible investing less but assets are rising. Read more about the trends in the impact space in this report from Nuveen.
The Bid: Maxing the Factors of Market Outperformance
How can investors beat the market? One group at BlackRock is challenging the notion of traditional stock picking, instead zeroing in on certain factors to help lead to outperformance.