Welcome to ENV 2 Insider, your monthly e-newsletter for quick tips on how to take advantage of your new, robust platform.

Tip of the Month

Benchmark Returns in Product Profiles

On ENV 2, you can quickly assess product returns using benchmarks in the product profiles under the Research tab.

After you select the product you want to look into, click on Performance and then Detail, you can find a list of yearly gross returns, net returns, and benchmark returns.

For better visual, click on Overview to see the Performance and Annualized Returns in charts.

Feature Spotlight

Holdings Attribution Report

The new Holdings Attribution report provides a quick overview of the holdings and a better insight into their performance and distribution. It is available at account, client rollup and reporting group levels. To access the report, choose a client from the Clients tab and click on the gauge icon to view a full menu of reports. Select the Holdings Attribution report.

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.

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