Honoring SMA Managers Who Shine in Rainy and Sunny Times
Finalists for the 11th annual SMA Managers of the Year awards are listed here; winners will be announced at Envestnet Advisor Summit in May.
Are You the Star or the Coach?
Just as those who’ve experienced combat tend to be the ones who are most hesitant to declare war, it seems to me that the best money managers tend to be modest folks.
All Americans: The 2014 SMA Managers of the Year
The 10th annual SMA Managers of the Year differ in size, process and ZIP code, but they’re all at the top of their investment game.
How Investment Gurus Are Fixing Fixed-Income Portfolios
When the bond bubble burst, advisors and their retiree clients suddenly realized they would need to get into new investments — and fast, said Envestnet|PMC strategist Tim Clift.
Market Uncertainty Makes Alt Outlook Strong for 2013
Alternatives are well-positioned for fiscal cliffs, anemic growth and other uncertainties in 2013 and beyond.
Envestnet Touts Liquid Alternatives
An investment strategist at Envestnet PMC said portfolios that can use leverage, sell short or access noncorrelated opportunities offer advantages not found in traditional long-only portfolios.
Jud Bergman: The 2012 IA 25 Extended Profile
Our cover story profile of Envestnet in June 2011 suggested that the company stood squarely at the crossroads of the main issues facing advisors today.
Envestnet Closes on Prima Capital Acquisition
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s Quants
Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
Envestnet Closes on Acquisition of FundQuest
Envestnet, headed by Judd Bergman, pays $24 million for FundQuest; $8 billion added to Envestnet platform. FundQuest CIO Clift to become chief investment strategist at Envestnet|PMC.