- The Essential Advisor
If you’re an investor or advisor and not worrying about the tax drag on your taxable investments, you’re almost certainly paying the price. And you’re almost certainly paying a lot— almost two percent in lost performance, annually.
If history has shown us anything, it’s that the stock market is destined to go through another sustained down period. Are you and your clients prepared for a potentially more challenging investment environment ahead?
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.
Celebrating Earth Day 2018: 5 Ideas to Help Your Clients Implement Environmentally-Conscious Investment Strategies
The rapid growth of impact investing suggests more investors are seeking to align their investment dollars with their values. Understanding your clients’ values and guiding them to making investment decisions reflective of those values can be key to deepening your client relationships.
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.
Not too long ago, responsible investing opportunities for individuals were focused almost exclusively within the equity securities of publicly listed companies with strong environmental, social and governance (ESG) performance records. As the concept of responsible investing has evolved, so too, have opportunities for investors.
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore the potential benefits and challenges of tax-smart investing.
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.
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.
As we help advisors plan for the next 10 years, we believe the significant (head)winds of change will require those advisors who want to enjoy a growing, sustainable and profitable practice to consider making even more fundamental changes to the way they operate than “simply” transitioning clients to a fee-based advisory relationship.
This AthenaInvest article discusses how active equity performance depends both on market conditions and skill, proposing a measure to detect the optimal conditions.
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Hey, how are you doing? With the return of stock market volatility, an even better question is how are your clients doing?
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.
Join Sophie Gilbert, a Consulting Director at Russell Investments and Kris Nelson, a Senior Research Analysts at Russell Investments, as they explore active money manager research. Listen as they discuss what it is, what it takes to be good at it and how it can help investors.
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.
Vanguard's new active-passive decision-making framework helps investors focus on the factors that matter most.
The last few years in the market have been as good as it gets with strong economic growth, increasing profitability, low volatility and surging markets. Everyone wants to know how long will the party last and what will the market do next?
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
This white paper chronicles the rise of responsible investing and the ever-growing consideration of environmental, social and governance issues in portfolio construction.
Explore three different case studies that illustrate specific ways in which active and factor-based strategies can be combined.
Since the 2009 financial crisis, value investing has struggled to keep up with the broad market and had an even tougher time keeping pace with high-flying growth stocks.
The prospect of rising inflation can be worrisome to your clients, especially those who are in retirement. One way to address that concern is by using Treasury Inflation-Protected Securities (TIPS), which provide an explicit hedge against inflation.
BlackRock sponsors this Cerulli Associates report that asks 378 financial advisors about their use of bond ETFs.
When choosing from the increasing number of ETFs in the marketplace, there are a number of factors you should consider. Use this worksheet to ensure you have a disciplined process for selecting ETFs.
With more mutual funds currently available than stocks, how can you be sure you’ve selected the right one? Use this worksheet to ensure you have a disciplined process for selecting mutual funds.
Competition, technology, regulation and client service demands are increasing the complexity of doing business. Many advisors are using model portfolios to free up time while maintaining control.
Access and choice are not always a good thing. Investing has become too complex and overwhelming, with a myriad of choices and the endless stream of information that accompanies them.
Risk tolerance can result in poor risk management, significant misallocation of resources and a high degree of anxiety. AthenaInvest suggests using a needs-based planning instead.
Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina of Russell Investments explains in this post.
Focus on low-cost equity mutual funds has increased dramatically in the past decade. While cost matters, mutual funds should be evaluated based on what investors get for the price they pay.
Just as we laud improbable and memorable athletic achievements without adequately accounting for risk and counterfactuals, we do likewise with large and singular financial events.
When the equity market sets a new all-time high, many people become anxious about what will happen next. It turns out that new market peaks are more common than you might think.
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.
Bill Crager, President of Envestnet, explains how financial advisors can meet client standards with new impact strategies, enhanced performance reporting, and digital client engagement.
Ali Caffery, Associate Portfolio Manager at Envestnet, dis-spells the myth that you have to give up returns in order to do good in your portfolio and makes the case for impact investing.