Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Impact Investing
Sustainable Companies for a Better Portfolio
By integrating environmental, social and governance (ESG) factors into their portfolios, investors are increasingly recognizing they can go beyond conventional financial criteria and invest in companies whose emphasis on corporate citizenship matches their own values. Yet even the staunchest proponent of ESG investing acknowledges the importance of financial criteria. How, specifically, can we combine traditional and ESG research to achieve investment objectives surrounding risk, return and ESG performance?
Impact Investing
Earth Day, Every Day: Jim Patrick on Impact Investing
Jim Patrick, Group President of Envestnet | PMC, talks about the tremendous growth of impact investing and how it is not just an Earth Day phenomenon.
Impact Investing
Earth Day, Every Day: Climate Conscious Investing
Climate change is one of the most pressing issues of our time. Today, it’s clear that investors are paying attention to its effects and building their portfolios accordingly.
Impact Investing
Making an Impact with Your Investments
This piece is approved to use with clients.
What if you could control how your investment dollars are directed and support the values you cherish, be they respect for the environment, promoting diversity in the workplace, or improving the lives of others?
Impact Investing
Impact: Driving positive environmental and social results
We drive impact through our investing practices across asset classes. Our strategies help channel capital to areas that address societal needs and environmental issues.
Impact Investing
How We Invest In Farmland: An introduction to Nuveen’s global agricultural sustainability approach
This introduction describes Nuveen’s sustainable farmland investing policies and procedures. It is intended to complement our Farmland Sustainability Annual Report, which documents our progress in meeting the PRI Farmland Guidelines.
Impact Investing
Fourth annual responsible investing survey
Responsible investing (RI) is most attractive as a strategy for higher performance by managing risk among high-net-worth investors. There has been a 200% increase in RI conversations between advisors and investors over the past year.
Portfolio Construction Insights
Diversification is Good (Right?)
Investors are getting used to the decade-long bull market, but economic cycles haven’t gone away. Their portfolios should be prepared.
Portfolio Construction Insights
Quarterly Market Update
This piece is approved to use with clients.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Alternative Investments
Why invest in real estate?
Anyone who has purchased a home is a real estate investor — but there’s a big difference between taking on a mortgage and investing in office buildings, malls or industrial parks. In this blog, I explain the basics of real estate investing, the potential benefits, and the ways that individuals can add real estate exposure to their portfolio.
Portfolio Construction Insights
A December to Remember: Understanding the impact that volatility had on advisor and investor behavior
We reported on performance and standard deviation data for advisor-managed models (APM) and fund strategist portfolios (FSPs) to demonstrate how market volatility affected client portfolios on Envestnet’s platform.