Viewpoints
Andres Perspectives - The Coming Age of Fundamentals
A deeper understanding of the current environment can be gained from a retrospective look at where we were two years ago. A look back (in essence, a report card) cannot only help us measure forward progress, it can help us assess the cost of such progress and provide important guidelines for the road ahead. »»
Popular Delusions
No student of stock market history should be without a copy of Charles Mackay’s Extraordinary Popular Delusions and the Madness of Crowds. Written in 1841, it remains one of the most comprehensive studies of panics, manias and moral epidemics that have gripped mankind over the centuries. »»
Research
Active Portfolio Management: An Attractive Option for Today's Market
The recent market downturn had negative consequences for many investors’ portfolios. In an environment marked by severe macroeconomic stressors and unprecedented volatility, both actively and passively managed investment strategies suffered. After a year of undifferentiated performance, some investors are revisiting the debate surrounding the merits of active versus passive investing styles. »»
The Case for Global Equity Investing
Wondering if you should be investing globally? More than likely, you already are. If you’ve had a Nestle’s chocolate bar, sipped on Dunkin Donuts coffee, or snacked on a cup of Dannon Yogurt lately, you’re supporting—or indirectly investing in—three of the world’s largest consumer products companies. »»
Educational Materials
Client Brochure: New Decade, New Choices, It's Your Move
A new decade is upon us, and with it, the opportunity to consider new approaches to your investment goals. Investors can learn valuable lessons from the centuries-old game of chess. To win, players have to anticipate the potentialrewards and risks in every move they make, consider how it fits into their master strategy, and be ready to shift gears based on their opponent’s moves. »»
February Feature
Advanced Portfolio Tools: Advisor Directed
Envestnet's Advisor Directed enables you to combine the advantages of outsourced investment management with the control of self-managing your own advisor-directed portfolios. Coordinated through the integrated Envestnet platform, this complex process is made much easier, more efficient, and more effective.
Click here to learn more about Envestnet's reporting capabilities.
Client Presentation: New Decade, New Choices, It's Your Move
The game of chess has lessons for investors. To win this centuries-old game, players must: 1. Anticipate potential risks and rewards 2. Consider how each move fits into your master strategy 3. Be ready to shift gears based on their opponent’s moves. »»
Sustainable Investing
Socially Responsive Investing
VISIONS
The Neuberger Berman SRI Team has long been a committed shareholder among the responsible investor community, with a deep appreciation for the value of disclosure and the material impact a company's social/enviornmental performance record can potentially have on its bottom line. »»
Tax Overlay Management: Capturing Losses to Prepare for the Next Bull Market
John Phoenix, President, CEO of M3
Performance Equal or Enhanced Over the Long-Term with Sustainable Investing
Michael Lent, CIO of Veris Wealth Partners
Growing Awareness of Socially Responsible Investing
Helen Hamada, Principal of Miller/Howard Investments
Changing Landscape - Advisors Go Independent
Bill Crager, President of Envestnet
Practice Management
Challenges and Opportunities in 2010
Last year at this time, just one issue dominated the advisor’s day: the economy driving the equities market into a rapid downward spiral, severely impacting portfolios and challenging advisors in ways that they had not been tested in the past.»»
Advisor Focus: January 2010
In This Issue: From the Field, In a Nutshell, For the Field, Opportunities in Numbers and Tech Corner. »»
