Literature Type: Commentaries

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ENVESTAT Report: Impact Investing: Poised for Growth
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Impact investing has received growing attention from a broad swath of investors, particularly with women and Millennials, who say values-based investing is especially important to them.

While client demand for impact investing is skyrocketing, this week's ENVESTAT shows it remains just a small percentage of Envestnet's overall SMA accounts. This suggests supply, and advisor interest, may not be keeping up with demand.

Envestat Report: Investment Cost, Not Advisor Fees, the Focus of Compression
Investment Insights, Literature, Commentaries, Misc Downloads
Format: pdf
Publication Date: 04/17

While much has been assumed about fee compression in the investment advisory space, there has been little data available to help financial advisors and wealth management firms truly understand the marketplace. Guessing blindly about pricing trends has often led advisors to be concerned they are charging fees that are too high whereas firms may assume their financial advisors are charging submarket fees.

ENVESTAT Report: Market Highs and Lows: An Opportune Time to Rebalance
Commentaries, Misc Downloads
Format: pdf
Publication Date: 01/16
ENVESTAT Report: Opportunity Lost? The Cost of Not Being Actively Engaged
Commentaries, Misc Downloads
Format: pdf
Publication Date: 02/16

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