If I were to sum up my keynote presentation at Envestnet Elevate in one sentence, it would be something along the lines of, "Your clients really need you right now."
A deeper understanding of structured notes
Structured notes are unique instruments designed to help investors achieve specific objectives in specific environments. Representing more than $3 trillion in assets globally, they have gained popularity in the U.S. market in recent years, and technology platforms have made these instruments more accessible to retail investors.
Mixed Results with Quality as a Leading Factor
Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size.
Value Factor Continues to Lead the Pack
Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size.
What is the Role of Fixed Income in 2023
By all accounts, 2022 has been a very challenging year for investors and fixed income has been no exception...
Through Q3, 2022 Highlights the Potential Benefits of Factor Diversification
Rewarded risk factors are recognized as a fundamental component of equity returns...
Strategic Beta is Not a Trend; It Is a Fundamental
In this blog and at the annual Advisor Summit, we often discuss trends in the financial services industry. Strategic beta is one such trend that has certainly had its time in the spotlight over the last several years...
What We Can Learn From Female Investors
While the investment industry has often been viewed as a male-dominated space, an interesting insight from empirical research is that women, on average, tend to be better investors than men...