Loading presentation...

Present Remotely

Send the link below via email or IM


Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.


Make your likes visible on Facebook?

Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.

No, thanks

FSP Sales Conference Prezi

Envestnet|PMC FSP Sales Conference Prezi

Brooks Friederich

on 20 September 2013

Comments (0)

Please log in to add your comment.

Report abuse

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


Fund Strategist Portfolio Research


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.

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
, or
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
Style Specific
Investment Style
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
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
Example Tactical FSP Managers
Example Dynamic FSP Managers
Investment Style
Style Specific
Emerging Markets
Global & Int'l Equity
High Yield

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
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
FSP Landscape

FSP Approval Process

Due Diligence & Research

Research Reports & Scorecards

Max Risk Score Project
Full transcript