Envestnet: ESG is Just More Information
When you look at what ESG information actually is, it is data and metrics that support investment analysis in a 2022 economy.
Recent
FusionIQ Wins Asset Manager Platform Award
With clients on the platform currently managing over $100 billion in assets, FusionIQ offers fully digital and automated workflow for advisors.
Flexible Plan: Staying Resilient In Challenging Times
"Resilience” captures much of what FPI is all about. That begins with helping advisers and investors build resilient portfolios that stay nimble.
Morningstar: How Combining ESG Risk and Moat Ratings Can Benefit Portfolios
The report found that the wider the moat and the lower the ESG risk, the higher the average return of the portfolio and the lower its volatility.
Tactive: Why Modern Portfolio Theory Isn’t Modern
A lot can change in seventy years. That’s how long it’s been since economist Harry Markowitz first presented Modern Portfolio Theory in 1952.
Envestnet: Holiday Sweaters May Be Ugly, Finances Should Not Be
Before you sign off from advising for some well-deserved personal time at the end of the year, here are four important conversations for your clients.
Envestnet: Manage the Impact of Taxes in a Personalized and Differentiated Way
With eyes focused on year-end tax moves, more advisors are considering the importance of tax optimization and a personalized approach.
