Literature Category: Fund Strategist Network
Sort byAlphabetical |
---|
Envestnet's Fund Strategist Network![]() |
Investment Solutions Format: pdf Publication Date: 04/15 |
Leverage some of the best the financial world has to offer on behalf of your clients in a flexible, efficient, scalable way through Envestnet’s Fund Strategist Network. Mix and match strategists as you think best to meet your clients’ long-term needs. |
|
The New Frontier of Managed Accounts![]() |
White Papers Format: pdf Publication Date: 10/13 |
So how can advisors meet investors’ needs, stay on top of emerging best practices—and still have time to select great investment products in a rapidly changing, globally connected complex and even chaotic marketplace? One way is to outsource to a new type of investment product that manages both product selection and asset allocation, called a Fund Strategist Portfolio (“FSP”). |
|
The New Frontier of Managed Accounts: A Fund Strategist Portfolios Primer![]() |
White Papers Format: pdf Publication Date: 10/13 |
Fund Strategist Portfolios (“FSPs”) can provide advisors access to investment strategists who construct distinct portfolio solutions to help meet the ever increasing demands of today’s investors. They typically comprise a set of mutual funds and/or exchange-traded funds (ETFs). FSP solutions espouse various approaches to portfolio construction and asset allocation: whereas most FSP portfolios employ a long-term, strategic asset allocation approach, others take a dynamic or tactical approach and actively shift allocations in order to take advantage of short-term market movements. |
|