Envestnet Institute
Curated educational content and data to accelerate your practice in an evolving industry
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How Loyal is Too Loyal? Relying on only a few managers may be a disservice to your clients
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
A Quick Take On the Midterm Elections
The 2018 mid-term elections were one of the most highly-anticipated mid-terms in recent history. As we digest the results and understand the new landscape, here are some initial thoughts on the potential impacts to the markets.
6 Actions to Take When You Think a Bull Market Is Ending
October’s market volatility showed us signs that we may be in the late stages of the current bull market. Help your clients keep their emotions in check and prepare for more market uncertainty with these six steps.
Late Cycle Investing Part 4: Strategies for improving potential outcomes
We maintain a risk-on stance in U.S. equities, as the near-term risk of a recession remains low. Investors with a cautious outlook can take steps to improve outcomes at the end of the market cycle.
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.
The Path Forward: Simple, But Not Easy
Read the newest Strategas Insights for insight on the upcoming elections, Fed policy, trade with China, and other key factors affecting the US economy in the near term.
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.