Direct Indexing: What Advisors Need to Know [Barron's]
Envestnet, Inc (ENV)
Last envestnet, inc earnings: 2/20 04:05 pm
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US:NYSE Investor Relations:
investor.envestnet.com/investor-overview
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Source: Barrons
Direct indexing lets investors buy the components of a stock index, and to exclude or include specific tickers as desired. The potential for customization and tax management have made direct indexing a hit. Custom indexer Canvas, in the process of being acquired by Franklin Templeton, announced Nov. 16 that it doubled assets to $2 billion in just nine months this year. Here’s what advisors need to know about this hot new investing trend: What it is: Direct indexing is a new wrinkle on customizable separate accounts, which have traditionally only been available to the very wealthy. Made possible by computer algorithms as well as the collapse of trading fees, direct indexing offers exposure to the components of a market index without buying an ETF or mutual fund. Prominent providers in the space include Parametric Portfolio Associates, along with Aperio, Orion, and Envestnet. Advisors generally use direct indexing for clients’ core equity portfolios. The value prop: Direct indexing c
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News
- Envestnet (ENV) Soars 9.3%: Is Further Upside Left in the Stock? [Yahoo! Finance]Yahoo! Finance
- Envestnet, Inc. (NYSE: ENV) had its "market outperform" rating re-affirmed by analysts at JMP Securities. They now have a $79.00 price target on the stock.MarketBeat
- Envestnet to Announce First Quarter 2024 Results on May 7, 2024 [Yahoo! Finance]Yahoo! Finance
- Envestnet to Announce First Quarter 2024 Results on May 7, 2024Business Wire
- Exclusive-Software vendor Envestnet explores sale after receiving takeover interest, sources say [Yahoo! Finance]Yahoo! Finance
ENV
Earnings
- 2/22/24 - Beat
ENV
Sec Filings
- 4/5/24 - Form DEF
- 3/28/24 - Form 8-K
- 3/27/24 - Form 4
- ENV's page on the SEC website