Envestnet Institute
Curated educational content and data to accelerate your practice in an evolving industry
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Three Ways Investing is Like Baseball
Perhaps more than any other sport, baseball is famous for statistical analysis, and there are seemingly endless ways to evaluate every player. Similarly, there are many ways to evaluate stocks, and different portfolio managers assemble their “teams” using a variety of methods.
Will the Global Stock Sell-Off Continue?
The key question on investors’ minds is: Is this over? Or will stocks lose more ground? Before we can gauge the likelihood of this sell-off continuing, we must understand its origins.
Better to Be an Hour Too Early Than a Minute Too Late
Read the latest commentary from Envestnet and Strategas for insight on monetary policy, trade tensions, and other key factors affecting the US economy in the near term.
Help in Navigating Market Corrections
The U.S. stock market has experienced some volatile trading days recently, leading to inevitable questions about whether one of the longest-running bull markets since the Great Depression is about to cool off.
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 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.
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.