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Personal Index Portfolio Builder Envestnet’s latest innovation in Direct Indexing
The Personal Index Portfolio Builder from Envestnet allows advisors to create bespoke or completely custom index strategies for clients. Through the Envestnet Platform, advisors can fill out a quick questionnaire with the specific parameters their client needs and receive back from QRG Capital Management, Inc. an index strategy that is completely personalized to those client preferences.
Investment minimum
$200,000
Fees
25 bps*
Average time to hear from us about your new portfolio
Typically less than 48 hours
Eligibility
UMA sleeve eligible

How does the Personal Index Portfolio Builder work?

See how it works

Portfolio Construction

  • Our optimizer constructs a custom strategy using your specified inputs.
  • QRG will then reach out to you either with your personalized strategy or just to briefly discuss your portfolio depending on the questionnaire inputs that were submitted.
  • All of this will happen typically within 48 hours of your submission.

Platform Interface

  • Once your personalized strategy is built, you can find it within your Research Center on the Envestnet Platform.
  • From there your portfolio can be used as a sleeve within a model and pulled into a proposal.


Questions?

Contact us
*Stated fee reflects the portfolio management fee but does not reflect any internal product expenses or the deduction of investment advisory fees. Performance results will be reduced by fees including, but not limited to, investment management fees and other costs such as custodial, reporting, evaluation and advisory services. A description of all fees, costs and expenses are found in a financial advisor's Disclosure Brochure.
Preliminary Information
Advisors have the ability to use personalized naming and also decide whether this portfolio will only be available to one of their clients or multiple.
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Portfolio Characteristics
Select the asset class and potential factor exposures for clients based on their current needs and the market environment. This tool also allows advisors to drill down to show which factors they care most about.
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Portfolio Restrictions
Want to avoid further concentration within a certain sector, industry or even specific security? This section allows to outright restrict those securities within your selection.
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Sustainable Themes
Our Sustainable Investing Team has assembled preset sustainable packages that automatically implement tilts and restrictions based on their thematic preferences.
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Thematic Impact Tilts and Restrictions
Drill down into your client’s sustainable preferences and select whether to enhance or reduce exposure to certain companies with revenue exposure to a certain theme.
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Other Customizations and Confirmation
Have further customizations for your portfolio outside of the questionnaire? Let us know and we’ll work closely with you to build the right portfolio for your clients.
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Disclaimer

By clicking CONTINUE, I attest that I am an investment professional and am authorized to access materials intended for advisor use.
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Past performance is not indicative of future results.
QRG’s use of call and put options can lead to losses because of adverse movements in the price or value of the underlying stock or index which may be magnified by certain features of the options. These risks are heightened when QRG uses options to enhance a client’s return. When selling a call option, a client will receive a premium; however, this premium may not be enough to offset a loss incurred by the client if the price of the underlying security is above or below, respectively, the strike price by an amount equal to or greater than the premium. The value of an option may be adversely affected if the market for the option becomes less liquid and will be affected by changes in the value or yield of the option’s underlying asset, an increase in interest rates, a change in the actual or perceived volatility of the stock market or the underlying asset and the remaining time to expiration. Additionally, the value of an option does not increase or decrease at the same rate as the underlying securities. Writing a call in a position can lead to an assignment and involuntary transaction (i.e., “called away”), which cannot otherwise be avoided, upon an exercise of a call in the client account. When purchasing a put, a client’s entire initial investment of premium can be lost.

Option trading involves a significant degree of risk, which each prospective investor should seriously consider. The risk of loss in trading options can be substantial and options are not suitable for all investors. Prospective clients should carefully consider whether such trading is suitable for them in light of their financial condition and individual risk tolerances. The high degree of leverage that is often obtainable in options trading can work against investors as well as for them. More information on the risks of buying and selling options contracts can be found on the CBOE’s website at https://www.theocc.com/company-information/documents-and-archives/publications
© 2008 - Envestnet. All rights reserved. Past performance is not indicative of future results.
This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.