Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
The John Hancock High Yield ETF (JHHY) from Manulife John Hancock Investments breaks traditional active vs. passive trade-offs with a dual approach: expressing sector views through liquid bonds while targeting opportunistic credit plays. Subadvisor Marathon Asset Management’s 20+ years of sector expertise drives monthly rebalancing, aiming for full high yield returns with benchmarked risk characteristics and low tracking error.
Envestnet is investing $1 billion over five years to transform advisor technology. The initiative enhances unified managed account capabilities with advisor-traded sleeves, seamless alternatives integration, and true household-level rebalancing. Advisors maintain control over investment decisions while outsourcing trading tasks across multiple custodians. Enhanced Envestnet | Tamarac integration delivers clearer client reporting and simplified portfolio management. The investment supports both cutting-edge technology and expanded human support, helping RIAs of all sizes scale efficiently while keeping client relationships at the center of the experience.