Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
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.
The US equity market staged a comeback during the first four months of 2019, posting gains of 19% and allaying investors’ market apprehensions.
We thought it might be interesting to take a look at the shifts advisors made in managed account investment programs in 2018. We wanted to see where assets moved and which programs were favored.
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.
Return on Time Invested: Deciding whether outsourcing portfolio management is right for you and your clients
Successful advisors view the year end as an opportunity to assess their business from a revenue source perspective to make informed decisions going forward. With that in mind as 2018 draws to a close, we thought it would be worthwhile to examine current advisory and client fees on Envestnet’s platform.
The equity market was generally kind to investors during the first three quarters of 2018. Then October hit. Volatility was back. Technology stocks were pummeled. Each day seemed painful for investors. However, advisors are standing their ground despite recent market volatility.
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
The desire to structure and manage client portfolios is oftentimes part of the advisor's value proposition. Selecting investments and being responsible for those decisions can be a worthwhile endeavor. But how effective is it in the long run?
With the first half of 2018 now behind us, it’s a great time to trace how managed account programs have fared thus far this year in terms of sales, redemptions, and net flows.
This Envestat report finds that the composition of inflows has indeed begun to shift, consistent with a more cautious mindset.
The investment world is abuzz these days with impact investing, which enables investors to sync their portfolios with their values and principles. But, does this hold true with advisors who use Envestnet's platform?