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.