Literature Category: Advisor Portal Tools

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Portfolio Analytics
Misc Downloads
Format: pdf
Publication Date: 06/17
PMC Personal Conviction Overlay Screens
Platform Solutions
Format: pdf
Publication Date: 01/15

The overlay screening program allows clients to apply customized screens to their investment portfolios. There are 17 different screens available, many of which have both a Best in Class and Strict screen. Clients are able to select up to 11 screens to apply.

PMC Overview and Selection Criteria for Impact Integrated Managers
Literature, Platform Solutions
Format: pdf
Publication Date: 10/15

On the Envestnet platform, the socially responsible investing (SRI) superscript identifies Impact integrated managers. These investment managers integrate one or more of the following lenses into their investment process: Environmental, Social and Governance (ESG) factors, Controversial Business Practices, Sustainability Issues, and Impact and Community Investing.

The way Impact integrated managers apply these approaches vary in level of strictness, as well as in range of screens and criteria. Some managers use a Strict approach; while others use a Best in Class approach, which compares companies to their peers. Managers may not employ avoidance screening, but rather focus on identifying companies with positive solutions and innovations.

HiddenLevers Integration
Platform Solutions
Format: pdf
Publication Date: 10/13

Envestnet has integrated with HiddenLevers to deliver its portfolio stress testing tools directly from the Envestnet Advisor Suite. Use HiddenLevers’ economic scenarios and macro correlations modeling to give clients a sense of how vulnerable their investments may be to various economic changes, and what they might do to help protect their portfolio.