ActivePassive Investing
Envestnet has spent years studying the performance of active and passive managers across asset classes. Our resulting philosophy for ActivePassive investing can be easily adopted and offers scalability, consistency, and the chance for improved conversations with clients around fees and performance.
What is ActivePassive investing?
ActivePassive investing blends active and passive solutions in an effort to deliver the best of both. Our approach provides what we view as an ideal combination of active and passive investment strategies. We’ve studied each asset class and looked at where active managers are more likely to outperform and where they are less likely to outperform.
Our Active vs. Passive Asset Management Study
In 2006, we first published our study that dissected which asset classes are better candidates for active or passive management. Our research has been refreshed since then, and the results show how we should consider and review asset classes for active and passive investing.
Download the study
Our ActivePassive philosophy framework
Envestnet offers an ActivePassive philosophy that takes into account decades of research, including which asset classes are better candidates for active or passive management. It takes into account what clients care about most: Investing intelligently with the client’s dollars Cost savings Flexibility of messaging More time spent with clients
ActivePassive by the numbers
- $4.33Bin AUM utilizing ActivePassive investment approach
- 2.7K+advisors invested in PMC ActivePassive models
- 25K+accounts invested in portfolios managed by PMC utilizing the ActivePassive approach
- 2005Began managing portfolios under the ActivePassive framework
- 2006First comprehensive ActivePassive research study
- 2022Published latest ActivePassive research paper
