Educational Materials

Latest Educational Material - 01/24/14

For Advisor Use Only - Understanding the dimensions of risk is critical to both constructing a portfolio and evaluating managers. The goal of this research brief is to provide a deeper understanding of one particular dimension of portfolio risk: tracking error.

08/05/13

As investors scour the fixed-income universe seeking yield, one sector is generally overlooked - asset-backed securities ("ABS"). ABS has many qualities investors want - shorter durations and yield premiums in excess of 200 basis points over comparable corporate bonds. Nevertheless, investors have largely eschewed ABS, which remains an investment enigma, overshadowed by the pall cast by the subprime mortgage crisis of 2008.

05/13/13

The combined impact of U.S. monetary and fiscal policy has created the core conundrum: How can core fixed-income investors meet their yield objectives while maintaining low tracking error to the Index, which has become approximately 75 percent concentrated in low-yielding government-related debt?

03/13/13

By Clifford Stanton, CFA and J. Gibson Watson III, CIMA, Envestnet - Since the financial crisis of 2007 - 2008, advisors have spent a good deal of professional energy helping investors rebuild damaged portfolios. Along the way, virtually every piece of the investment process has been re-examined, from investment policy and risk management to portfolio construction. Clearly, the ability to craft institutional-grade portfolios for retail investors is critical for any advisor looking to differentiate in today's crowded marketplace. We suggest a number of construction guidelines that could lead to that desirable end.

08/12/12

When meeting with a client to work through the Wealth Advisory Process, you are selling intangibles—trust, confidence, knowledge and experience. These are the qualities that help your client bond with you, stay with you during times of market uncertainty and build your business. This paper will offer you insights on how to position your services around intangibles that can address client needs.