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FSP Sales Conference Prezi

Envestnet|PMC FSP Sales Conference Prezi
by

Brooks Friederich

on 20 September 2013

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Transcript of FSP Sales Conference Prezi

Unconstrained investment approach that has the ability to quickly change its risk profile

Actively moves portfolio holdings from 100% equities to 100% defensive securities

Attempts to use short-term forecasts to actively move in and out of asset classes, sectors, or countries

Universe

Fund Strategist Portfolio Research

Philosophy

Fund Strategist Portfolio (FSP) Research

February 2013

Fund Strategist Portfolio
Research & Due Diligence Overview

The fund strategist portfolio research and due diligence process features a comprehensive review and thorough evaluation of an investment strategist’s portfolio.

Overview
Fund Strategist Portfolio Due Diligence Process
Research and Due Diligence

A New Frontier of Managed Products

Analyst Multi-Factor Evaluation Process
F S P Analyst Evaluation
Whether you seek value in active management or desire a more passive investment approach, Envestnet provides access to strategists who employ a wide variety of investment philosophies.

Envestnet’s Fund Strategist Portfolio (FSP) offerings provide investors access to high caliber investment strategists that manage unique portfolio solutions to help advisors meet the needs of their clients.

Envestnet seeks to identify investment strategists that construct
strategic
,
dynamic
, or
tactical
portfolio solutions to serve various roles in client portfolios and meet the ever increasing advisor demands of today’s market.


60+ Strategist Firms
700+ Strategist Portfolios
FSP Universe
FSP Universe
Strategic
Dynamic
Tactical
Style Specific
Investment Style
Strategic
Long-term, buy-and-hold investment approach

Attempts to achieve a risk/return profile that mimics a point along the efficient frontier

Typically rebalances to the original target allocation - highly diversified to capture broad market capital market returns
Example Strategic FSP Managers
Investment Style
Dynamic
Flexible investment approach that combines strategic and tactical elements within the asset allocation

Makes small, tactical deviations from the strategic, long-term asset allocation

Typically remains fully invested and diversified while attempting to take advantage of short-term macroeconomic and/or market factors

Investment Style
Tactical
Example Tactical FSP Managers
Example Dynamic FSP Managers
Investment Style
Style Specific
Alternatives
Emerging Markets
Global & Int'l Equity
High Yield
Income-Oriented

Example Style Specific FSP Products
Sage Multi Asset Fixed Income
Windham Mult-Asset Income
Brinker Diversified Income
Wilshire/Lord Abbet Active Income
Clark Navigator Fixed Income
W.E. Donoghue Power Income
Income Oriented
Alternatives
Windham Risk Regime
Brinker Crystal I
Morningstar Absolute Return
Wilshire Diversified Alternatives
Frontier Absolute Return
PMC Paradigm
FSP Approval Process
1) Compliance Questionnaire

2) In-Depth Research & Due Diligence Questionnaire

3) Risk Score Questionnaire

4) Analyst Assessment
Fund Strategist Portfolio Research &
Due Diligence Overview
Agenda
FSP Landscape

FSP Approval Process

Due Diligence & Research

Research Reports & Scorecards

Max Risk Score Project
Full transcript