Misc Downloads

Envestat Report: 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.

Envestnet Analytics: Enterprise Portal Fees and Benchmarking Dashboards

Our Fees and Benchmarking Analytics will provide you with critical information that will help you make sure your advisor and client total fees are competitive, consistent, and comply with your policies.  The dashboards will illustrate your fees by important dimensions: Program Type, Size of Account, Age of Account, and Retirement vs. Non-Retirement Account at the advisor and account levels.

Envestnet Analytics: Manager Portal Advanced Dashboards

With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types. This deeper, more detailed view of your firm will allow you to quickly see how you stack up against the rest of the Envestnet ecosystem, and more importantly, show you what you need to do to lead the pack.

Envestat Report: 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. We aimed to answer the following questions:

• If we are in a “risk-on” environment, what investment styles are winning the bulk of mutual fund and ETF flows?
• What styles are experiencing the largest outflows?
• Are the results comparable between UMA and APM portfolios?