Literature Type: Commentaries

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1Q16 ENVESTAT Intersection: Quantifying Advisor-Created Value
Commentaries, Misc Downloads
Format: pdf
Publication Date: 04/16
Envestat Report: Advisors See Opportunities Abroad
Investment Insights, Commentaries, Misc Downloads
Format: pdf
Publication Date: 09/17

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.

Envestat Report: Are Investors Feeling Overconfident?
Investment Insights, Commentaries, Misc Downloads
Format: pdf
Publication Date: 06/17

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?

Envestat Report: Are You Closing More Business Than Your Peers?
Commentaries, Misc Downloads
Format: pdf
Publication Date: 09/16

Investment proposals are a powerful tool for financial advisors, and can be indicative of the effectiveness and success of a practice. While advisors routinely provide recommendations to prospects, tracking the percentage of recommendations that these prospects ultimately implement, and the time horizon over which they are implemented, can provide a relatively good measure of the success rate of an advisor’s on-boarding process.

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