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FSP Sales Conference Prezi
Transcript of FSP Sales Conference Prezi
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
Fund Strategist Portfolio Research
Fund Strategist Portfolio (FSP) Research
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.
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
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
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
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
Example Tactical FSP Managers
Example Dynamic FSP Managers
Global & Int'l Equity
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
Windham Risk Regime
Brinker Crystal I
Morningstar Absolute Return
Wilshire Diversified Alternatives
Frontier Absolute Return
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
FSP Approval Process
Due Diligence & Research
Research Reports & Scorecards
Max Risk Score Project