May 25, 2017 6:15 AM ET

Capital Markets

Company Overview of Envestnet Asset Management, Inc.

Company Overview

Envestnet Asset Management, Inc. is a privately owned investment manager. The firm also provides financial planning services to its clients. It primarily provides its services to individuals typically high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, charitable organizations, corporations, and other financial institutions. The firm manages separate client-focused portfolios for its clients. It also manages mutual funds and exchange-traded funds for its clients. The firm invests in the public equity, fixed income, and alternative investments markets of the United States. It primarily makes its alternative investments in hedge f...

35 East Wacker Drive

24th Floor

Chicago, IL 60601

United States

Founded in 1999





Key Executives for Envestnet Asset Management, Inc.

Co-Founder, Chairman, Chief Executive Officer, and Director
Age: 59
Age: 52
Co-Founder, Vice President, Managing Director, Chief Investment Officer and Portfolio Manager
Age: 52
Co-Founder and Executive Vice President
Co-Founder and Chief Financial Officer
Age: 48
Compensation as of Fiscal Year 2016.

Envestnet Asset Management, Inc. Key Developments

Envestnet Announces Partnership with CAIS

Envestnet | PMC has partnered with CAIS to make available to independent advisors access to third-party hedge funds and private equity funds. The staged rollout for the integration is expected to begin in December 2015. Envestnet clients will have single-sign-on access to a secure CAIS portal within the next-generation ENV 2 system. Advisors will be able to obtain product reports about the hedge funds and private equity funds on the CAIS platform, as well as white papers and other educational materials about the broader alternative investment universe. In addition, advisors will be able to conduct electronic fund transactions on the CAIS platform through a single-sign-on process from ENV 2.

Envestnet | PMC Announces Partnership with Capital Group's American Funds

Envestnet | PMC has partnered with Capital Group's American Funds to launch the American Funds/PMC Active Core Portfolios. This new series of mutual fund portfolios is constructed by selecting active managers whose funds have both high manager ownership and low expense ratios-characteristics that have tended to outperform market indexes and the broader universe of actively managed funds. In addition, the American Funds/PMC Active Core Portfolios enable RIAs and broker-dealers to seamlessly transition directly held accounts to an advisory platform. The Active Core Portfolios, built and managed by PMC, spread risk across diverse types and classes of mutual funds with these two characteristics. The funds in each portfolio can invest in traditional equity and fixed-income securities as core exposures and can allocate to commodities and bank loans as satellites, and are managed by American Funds and other active managers that meet PMC's ongoing due diligence criteria.

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