Decision Making Business Intelligence

Envestat is a series of monthly reports that deliver powerful insights, trends, and predictions about investor behavior and advisory practices brought to you by Envestnet. Each edition focuses on a specific area of interest shaping the industry.

We intend to offer industry leading insights through the intersection of our data and human capital. This is part of our deep commitment to empower advisors with better information to grow their business and better serve their clients.


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September 2017: Advisors See Opportunities Abroad

The equity market has been kind to investors thus far in 2017. US equity market returns were relatively high in the first half of the year; and international equities (both developed and emerging markets) took off, particularly in growth-oriented stocks.

With this in mind, we thought it would be useful to examine how advisors using the Envestnet platform were allocating portfolios, and which investment styles were garnering the most advisor attention.


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July 2017: What Is the Message of Fund Flows In the First Half Of 2017?

With the first six months of 2017 now behind us and the markets providing a tailwind, we thought it would be an interesting exercise to extend our analysis of last month’s Envestat (“Are Investors Feeling Overconfident”) and focus on where the flows are going by investment style and asset class.


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June 2017: Are Investors Feeling Overconfident?

After many years of market gains, consumer confidence is high. The market environment appears to be making investors brave and willing to take on more risk. Is now the time to take on more risk and are consumers investing as if they’re invincible? Have they forgotten how devastating large losses can be to a portfolio and how long and difficult it can be to recover?


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May 2017: Fee Compression - Much Ado About Nothing

Fee compression has been the subject of many a news article, but often it’s talked about in very broad terms or with top-line data. In this edition of Envestat, we examined average client and advisor fees over the past three years by account size and distribution channel to answer some key questions.


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April 2017: Investment Costs, Not Advisor Fees, the Focus of Compression

While much has been assumed about fee compression in the investment advisory space, there has been little data available to help financial advisors and wealth management firms truly understand the marketplace. Guessing blindly about pricing trends has often led advisors to be concerned they are charging fees that are too high whereas firms may assume their financial advisors are charging submarket fees.


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March 2017: Should You Do It Yourself?

There are many reasons financial advisors consider outsourcing asset management to professional money managers—from the opportunity cost of time that could go into meeting with clients and prospects to the desire to avoid being measured primarily as a portfolio manager. One important factor to consider in making this decision to outsource portfolio management is the difference in client outcomes in each scenario. Volatility is a key part of this experience: like turbulence on an airplane flight, the bumpier it is, the more jittery passengers become. When it comes to investing, the greater the swings, the harder it is for many clients to keep to a disciplined investment strategy.


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February 2017: What A Difference 4 Years Make In Fund Strategist Programs

In recent years, assets in Fund Strategist Portfolios (FSPs) at Envestnet have grown at a healthy pace. Also known as wrap accounts, these model portfolios comprise a set of mutual funds and/or exchange-traded funds (ETFs) selected by investment strategists to meet distinct investment goals.


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