article by Envestnet
IN MEMORIAM - Jud Bergman Chairman and Chief Executive Officer (1957-2019)
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Portfolio Construction Insights
Alpha Thrives When Markets Misbehave
Research shows that certain kinds of stocks have outperformed the broad market on a risk-adjusted basis over the past 50 years. These include companies that are undervalued or small, have consistently rising stock prices, are less volatile, or are efficiently managed and consistently profitable.
Manager & Investment Selection
Beware 'greenwashing'
This piece is approved to use with clients.
Increasingly, managers are integrating environmental, social and governance (ESG) factors into their investment process and beginning to actively engage with companies.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Manager & Investment Selection
AAM Celebrates Its 40th Anniversary
To mark four decades of growth and commitment to the advisory community, Advisors Asset Management produced a 40-Year Strong video that reinforces our core mission of empowering financial advisors to succeed.
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.
Impact Investing
United Nations Sustainable Development Goals
The SDGs are a universal set of goals, targets and indicators for global development.
Impact Investing
Introducing Carbon Beta: What pricing carbon means for investors
For the first time ever, BlackRock is enabling all portfolio managers to stress test their portfolios to future carbon price scenarios. Andre and Mike explain why.
Impact Investing
ESG shopping? Do your homework
A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.
Alternative Investments
Streaming Income - European Real Estate: Late-Cycle Value from Manchester to Munich
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Impact Investing
3 Key Trends in Sustainable Investing
Increasing interest in sustainable and ESG (environmental, social and governance) investing means more opportunity for investors to find the best fit for their portfolios. Here are some of the key trends we’re seeing.