April 2017

Welcome to Inside The Advisor Suite, your monthly e-newsletter for quick tips on how to take advantage of your robust Envestnet platform.

Tip of the Month

The Strategist Style Field Label

In the Research Center, the Asset Allocation Style field label is renamed as “Strategist Style.” In its updated dropdown, you’ll find a new option of Retirement Income* as well as name changes of the below asset allocation styles:

Dynamic – Multi-Alternative is renamed as Multi-Alternative
Dynamic – Multi-Asset Income is renamed as Multi-Asset Income
Dynamic – Multi-Sector Fixed Income is renamed as Multi-Sector Fixed Income

* Definition of Retirement Income: Multi-asset strategist solutions with a unique investment focus that attempts to address the needs of investors as they shift from the accumulation phase to distribution. These portfolio solutions utilize various investment concepts to generate cash flows (income?) to meet the retirement needs of investors.

Strategist Style

Feature Spotlight

New Portfolio Usage Filter

Are you looking to narrow down your search results of strategist solutions in the Research Center? Use the new “Portfolio Usage” filter under “Strategist Properties” and you can quickly filter down the universe of options by selecting the following recently added portfolio attributes.

• Core Portfolio Solutions

Core Portfolio Solutions are fully asset allocated portfolio solutions that are diversified across a globally diverse mix of asset classes and investment styles within a single portfolio solution. They can be offered in multiple, risk-based portfolios spanning across different investor risk tolerances.

• Portfolio Complement

Portfolio Complements are single-strategy portfolios that are utilized as complementary solutions to complete existing globally diversified allocations. These are portfolio solutions that attempt to replicate traditional asset classes, non-traditional asset classes, or produce an outcome-based solution.

• Satellite

Satellites are single-strategy solutions that are utilized as satellite solutions alongside globally diversified portfolios. They are opportunistic strategies that attempt to provide alpha and/or preserve capital through active asset allocation decisions across major asset classes, countries, regions and/or sectors.

Portfolio Usage

Ask an Expert

Need assistance getting a task completed in the Advisor Suite? Is there a feature that you want to learn more about? Why not ask an expert?

Email your inquiry to expert@envestnet.com and a representative will reach out to help.

The information and analysis expressed herein is for general and educational purposes only and is not intended to constitute legal, tax, securities, or investment advice. The graphical illustrations contained herein do not represent any client information or actual investments. The information provided is based on currently available information as of the date of this writing and may be subject to change at any time without prior notice. Envestnet makes no representation that the information provided is accurate, reliable or error-free. Envestnet reserves the right to add to, change, or eliminate any of the services listed herein without notice.

Neither Envestnet nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. Federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.