Literature Type: Commentaries

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Envestat Report: December Reminded Us There Is No Free Lunch
Investment Insights, Commentaries, Misc Downloads
Format: pdf
Publication Date: 05/19

We’ve been on quite the roller coaster ride in the last quarter of 2018. Market volatility has returned. Perhaps that is a sign of a more normal market environment, but that’s not the point of this Envestat. Market volatility often drives investors into emotional and perhaps irrational behaviors. So it matters how a portfolio is constructed and managed.

ENVESTAT Report: Doing Well and Doing Good Are Not Mutually Exclusive
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Our previous Envestat revealed that while demand for impact investing is growing, it remains just a small percentage of Envestnet's overall SMA accounts. One reason for this shortfall may be the concern that there is a tradeoff in performance when choosing impact investments. However, our Envestat data revealed that this is more perception than reality.

Envestat Report: Fee Compression: Much Ado About Nothing
Investment Insights, Commentaries
Format: pdf
Publication Date: 05/17

In this edition of Envestat, we examined average client and advisor fees over the past three years by account size and distribution channel to answer some key questions:

• How significant is the fee compression?
• Does fee compression differ based on the size of the account?
• How are various wealth management distribution channels affected by fee compression?

Envestat Report: How Loyal is Too Loyal?
Investment Insights, Commentaries, Misc Downloads
Format: pdf
Publication Date: 05/19

Are you confident you are choosing the best managers for your clients? The data may surprise you.

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