Envestnet to Acquire TAMP FundQuest for $24 Million
Envestnet–which has built on its TAMP legacy–will use cash to acquire BNP Paribas' U.S. TAMP provider
Leads, Leads, Leads! Then Understanding Clients...
Do commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively
Agents of Change
These are the major issues facing advisors in 2011 ...
Trends in Separately Managed Accounts: UMAs, ETFs and Alternatives
Envestnet/PMC’s Mike Henkel and Tom Simutis report what they’re seeing from SMA managers and hearing from advisors.
Diversification Now: The Case for Liquid Alternative Investments
The challenge for advisors: alternative strategies are very difficult to use in a portfolio, at a time when more investors want alternatives exposure
Exploring Tactical Allocation in the Developed and Developing Worlds With Brian Singer, Part 2
In Part 2 of an exploration of tactical investing, a focus on time horizons and asset classes.
Exploring Tactical Allocation Using ETFs With Brian Singer, Part 1
Why the Singer Partners’ CIO focuses, and has for 20 years, on tactical asset allocation as a core investment strategy.
Envestnet Adds BlackRock, Janus, PIMCO Managers to SMA Platform
Envestnet has added SMA portfolios from BlackRock, Janus, Franklin Templeton and PIMCO to its platform of vetted SMA managers for its affiliated advisors.
Tactical Investing and Portfolio Construction: Part 2 of a Talk With Jeff Buetow of Innealta Capital
Jeff Buetow and his team at Innealta Capital are in the business of “always managing risk and return simultaneously.”
Tactical Investing and Portfolio Construction: A Talk With Jeff Buetow of Innealta Capital
If you're an advisor who attempts to rebalance client portfolios, in a smart way, as client circumstances or market dynamics shift, says Jeff Buetow, "you are employing a somewhat tactical approach."