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.

Hedge Fund Research Alliance—The Institutional Paradigm
Investment Solutions
Format: pdf
Publication Date: 09/12

Envestnet, together, with Fund Evaluation Group, LLC (FEG), offers premium hedge fund due diligence and monitoring through Hedge Fund Research Alliance. Envestnet leverages FEG’s institutional expertise and hedge fund investment and operational due diligence process to provide a research solution focused on private partnerships.

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.

WealthBuilder
Investment Solutions
Format: pdf
Publication Date: 05/13

With Envestnet WealthBuilder, a lower asset threshold makes managed money attainable for more investors and allows advisors the opportunity to provide outsourced, diversified investment management for a minimum of only $10,000.