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.
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.
With the surging economy and the recent shift in monetary policy, many investors are worried about rising interest rates and potential inflation. A little historical information can provide valuable perspective.
Indeed, we have to distance ourselves from the presumption that financial markets always work well and that price changes always reflect genuine information…The challenge for economists is to make this reality a better part of their models.
As noted last year, fund strategist portfolios (FSPs) are growing at a healthy pace. This prompted us to explore whether increased usage of FSP products by advisors on our platform was having a material impact on overall managed account sales, flows, and assets.
Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?
Stricter regulations, downward pressure on fees, and technological innovations are forcing financial advisors to enhance their value by building deeper relationships with clients, according to a paper from Vanguard Investment Strategy Group.
This AthenaInvest article discusses how active equity performance depends both on market conditions and skill, proposing a measure to detect the optimal conditions.
For our inaugural Asset Management edition, we offer insights into how advisors are using separately managed accounts (SMAs). We examined all SMA portfolios that are widely available to advisors on Envestnet’s platform to answer questions about SMA performance.
It’s important for investors to understand how different investment strategies work and how each performs under various market conditions.
Becoming a Behavioral Wealth Advisor goes beyond reactive coaching. It means taking a proactive approach to wealth management designed to build confidence and minimize behavioral triggers and biases that can destroy wealth. The process deepens relationships through better client understanding and improves retention and acquisition with a differentiated practice model.
We know it has been a stressful week for everyone involved in the market. In times like this, knowing what not to do is just as important as knowing what to do.