Latest news with #DanaD'Auria
Yahoo
08-07-2025
- Business
- Yahoo
Worried about market volatility? Be sure to stay diversified.
President Trump's tariff moves have some investors on edge. That's why Envestnet Solutions co-chief investment officer & group president Dana D'Auria advises her clients to stay diversified, calling it the "antidote to uncertainty." Hear more from D'Auria in the video above. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. Now, tariffs are back in the news, which by the way, I don't think was a big surprise, right? It was a 90-day pause. It's not surprising at all that, you know, some of the rhetoric is coming back into this because they've really, they they've got less than a handful of, uh, actual agreements made during those 90 days. So none of this is is incredibly surprising, but it does inject a lot of uncertainty and diversification really is kind of the antidote to uncertainty in investment markets. So where do you think, um, the best place to look for that diversification is right now? Yeah, I mean, a lot of portfolios, I mean, we're, you know, we we oversee obviously, uh, big portfolios that, um, retail investors, right? So retirement type portfolios, uh, what people are living on and and expecting to live on in their old age. And um, you know, the the 6040 remains kind of a standard bearer, but in the last, you know, several years because of just the predominance of US markets, you've seen a lot of, you know, large cap push into large cap questioning around, do I need something other than the S&P 500? Do I need to be in small cap stocks? You know, is there a good argument for international diversification? And we do, we think there definitely is, right? I mean, at the end of the day, the market is pricing what the value of those future cash flows is from all of those different sectors. So having international positions including emerging markets positions, we think pays off in the long run. And as a starting point, even if you're just looking at, you know, what is the weight in the overall market? What does the MSCI ACWI have as a weight to these places? If nothing else, that's a that's a nice starting point. Small caps as well, I mentioned them before, uh, there is, you know, they've struggled for sure. Uh, there's a profitability issue in the US. However, if you look internationally, small caps have, you know, stood up a lot better. There's less of a profitability issue and there's also a lot more easing going on internationally. So those companies have done better this year. Again, a sign of why you want to be kind of diversified in these different parts of the market.
Yahoo
18-06-2025
- Business
- Yahoo
ENVESTNET EXPANDS ACCESS TO ALTERNATIVES WITH INTEGRATED MODELS AND ADVISOR-TRADED CAPABILITIES
New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and State Street BERWYN, Pa., June 18, 2025 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced today a major advancement to its alternative investment capabilities— professionally managed model portfolios with semi-liquid alternative allocations and alternative ETFs developed in partnership with some of the industry's leading asset managers and available through Envestnet's Unified Managed Account (UMA) platform. This initiative is one of several steps Envestnet is taking to facilitate access to semi-liquid and illiquid investments at scale—empowering financial advisors to deliver modern, highly personalized portfolios that reflect today's evolving market realities. As the number of publicly traded companies continues to shrink—from approximately 8,800 in the mid-1990s to around 5,400 today—more value creation is shifting to the private markets. In this environment, access to non-traditional assets offers a critical pathway to diversification and long-term portfolio growth beyond the constraints of traditional 60/40 portfolios. "As innovation and growth continue to shift to the private markets, advisors need access to a broader set of tools to deliver truly diversified portfolios," said Dana D'Auria, Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet. "Alternatives—including real estate, infrastructure, private equity, private credit and hedge funds—offer unique sources of return and the potential for higher yield and, in some cases, lower correlation to traditional assets." Professionally Managed Alternative Investment Model Portfolios To meet growing demand for access to alternative investments, Envestnet is delivering a modernized, flexible approach to integrating alternatives into client portfolios. Through partnerships with BlackRock, Fidelity Investments, Franklin Templeton, State Street Global Advisors and Envestnet | PMC, Envestnet is launching professionally managed model portfolio strategies with allocations to semi-liquid alternatives and alternative ETFs. These solutions are designed to help advisors deliver greater diversification, income, and long-term growth potential while maintaining operational simplicity. "At BlackRock, we consistently hear three key needs from advisors – their clients are seeking portfolios that generate income from non-traditional sources, they want easier access to private markets and the ability to personalize with separately managed accounts," said Eve Cout, Head of Solutions for BlackRock's U.S. Wealth Business. "The ability to do all of this - backed by BlackRock's portfolio construction expertise - and deliver it through a custom model portfolio on Envestnet's platform will redefine how advisors can deliver income solutions to meet today's evolving client needs." "As advisors navigate an evolving product landscape, Fidelity has been a leader in building customization at scale and portfolio construction capabilities," said Jordan Burgess, head of Wealth Advisory Managed Solutions at Fidelity Investments. "Through this strategic relationship with Envestnet, Fidelity now offers open-architecture custom model portfolios for eligible wealth management firms that can provide exposure to private markets, backed by our institutional research and investment management experience." "We are thrilled to collaborate with Envestnet to bring advisors professionally managed model portfolios that seamlessly integrate semi-liquid private assets alongside traditional investments, said Dave Donahoo, Head of Americas, Wealth Management Alternatives at Franklin Templeton. "This initiative provides advisors with institutional-grade managed solutions backed by the expertise of Franklin Templeton Investment Solutions, while leveraging Envestnet's platform for a streamlined client experience. Together, we are empowering advisors to deliver diversified, modern portfolios to meet clients' evolving needs with precision and efficiency." "At State Street Global Advisors, we are committed to providing investors with innovative and transparent exposures to markets that have historically had high barriers to entry," said Allison Bonds Mazza, Senior Managing Director, Head of Intermediary at State Street Global Advisors. "We are working with leading investment managers and business partners in the alternatives space to continue the mission of democratizing private market exposures. Through our Premier Partnership with Envestnet, we are able to deliver these solutions to advisors and their clients at scale in a seamless, integrated, and frictionless way." "Through Envestnet's technology, we're making alternatives more accessible than ever," said Aaron Bauer, Head of Strategic Partnerships for Envestnet. "We are strengthening our alternative investment infrastructure and capabilities by integrating with leading asset management partners to broaden the range of alternative investment data available to advisors across our platform. This is about putting institutional-grade solutions into the hands of more advisors, at scale, and enabling true point-and-click simplicity." Seamlessly Allocate to Interval Funds Through Envestnet's UMA Platform by the end of 2025 Whether through advisor-traded sleeves, or fully managed models with semi-liquid strategies already embedded, advisors can now integrate alts directly into the portfolios they manage on Envestnet's platform. A long-time industry pioneer in delivering sophisticated investment solutions to advisors, Envestnet first integrated CAIS into its Tamarac platform in 2016 to offer access to alternative strategies. This foundation expanded in 2022 with the addition of iCapital, bringing enhanced reporting capabilities for illiquid alternatives. In 2023, Envestnet deepened its partnership with iCapital by launching a structured investments program that streamlined the entire proposal-to-execution workflow, while equipping advisors with powerful data and analytics tools, and in 2024 created access to iCapital's Marketplace through a revamped SSO connection. In 2025, Envestnet further extended its alternatives ecosystem by welcoming Arch and Canoe Intelligence as reporting partners—broadening the scope and depth of its private market data infrastructure. Today, Envestnet continues to prioritize transparency, scale, and advisor efficiency through these integrated partnerships with Arch, CAIS, Canoe Intelligence and iCapital. Together, they enable advisors to aggregate alternative investment statements, automate and track capital calls, and generate actionable insights across private markets portfolios—with the same ease and confidence as managing traditional assets. These capabilities reflect Envestnet's commitment to empowering advisors with a fully connected, end-to-end alternatives experience. In addition, Envestnet is investing heavily in due diligence to bring institutional-quality solutions to advisors and help them personalize portfolios with precision, confidence, and care. To learn more, visit ABOUT ENVESTNETEnvestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients. For a deeper dive into how Envestnet is shaping the future of financial advice, visit Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Disclosures:Fidelity Investments® is an independent company, unaffiliated with Envestnet Inc. ("Envestnet"). Fidelity Investments is a service provider to Envestnet. There is no form of legal partnership, agency affiliation, or similar relationship between Envestnet and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC. Envestnet is providing this endorsement in connection with a strategic partnership we have entered into with BlackRock, SSGA, Fidelity, and the affiliated registered investment advisers of Franklin Templeton (each a "Premier Partner"). The Premier Partners will pay Envestnet compensation for this endorsement, which creates an incentive for Envestnet to recommend Premier Partners to you, resulting in a material conflict of interest for Envestnet. For more information regarding the Premier Partner compensation to Envestnet and related conflicts, please see Envestnet's Form ADV Part 2A. This release refers to information, products or services that may be in development and not yet available. Accordingly, nothing herein should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.) View original content to download multimedia: SOURCE Envestnet
Yahoo
02-06-2025
- Business
- Yahoo
Tech's big shift: From defensive play to risk-on
Big Tech stocks like Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOG, GOOGL) have powered the markets for months. It made them more of a defensive play for many investors. But that view of tech may be starting to change. In the video above, Envestnet Solutions co-chief investment officer & group president Dana D'Auria explains what's driving the shift. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. So how much can we count the tech sector in? If tech was one of the primary drivers of the lags that got us to where we're at today, can tech be the savior of the market still in the second half of this year? You know, it's interesting. So I think tech position has sort of shifted from this kind of almost defensive play, because they're they throw off a lot of cash, right? These businesses are solid businesses creating their own cash, um, so less susceptible to interest rate concerns. Obviously the fact that we're gonna be higher for longer, you know, yeah, they're growthy and, you know, typically that would hurt a growthier play, uh, but it hasn't really impacted the tech sector as much. What we have seen more though is tech kind of transitioning from This defensive play kind of posture to more of the risk on trade, right? And so, and, and a lot of that is, you know, we have AI is a big part of the narrative obviously as to how well tech does. And so I think what we're, what we continue to see and, and to your question on, you know, kind of does it save the market. I think to a certain extent, the answer to that is just correlated with where do we, where do we see the risk trade in general, right? Do we, do we think that things are sort of calm down? Um, we know we have, uh, unemployment is, is staying, you know, Enough that the Fed is kind of empowered not to reduce rates. Um, inflation's kind of staying tame right now too, in spite of now we are, you know, now a month into some of these tariffs taking effect. So, you know, the, the, the economic picture looks pretty good, uh, and we're seeing earnings announcements like the Nvidia announcement that are positive. So I think to the extent that we don't have sort of a major own goal, as it's related to some of the tariff, you know, possibilities, um, you know, obviously there's concern. in the market around uh the tax bill and the implications for the deficit, but the economy looks to be still on fairly decent footing from a hard data perspective, and the tech sector sort of leads the way on that. So I'd say, um, you know, you, you have, look, if you're an average investor, you have a ton of the tech sector in your portfolio. I wouldn't overweight it, uh, you know, I wouldn't add to it because you have a ton of it already. Uh, but I do think there's, it has the solid capability to, um, you know, keep driving us forward.
CNBC
28-04-2025
- Business
- CNBC
We've been looking for cyclical exposure, says Wells Fargo's Scott Wren
Scott Wren, Wells Fargo Investment Institute Senior Global market strategist, and Dana D'Auria, Envestnet co-CIO, joins 'Closing Bell Overtime' to talk the day's market action.
Bloomberg
24-04-2025
- Business
- Bloomberg
Bloomberg Markets 04/24/2025
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests; Germany Finance Minister Joerg Kukies, Envestneet Solutions Co-CIO and President Dana D'Auria, Citi Global Head of Commodities Research Max Layton, Wolfe Research Global Internet Managing Director Shweta Khajuria, and Van Eck Associates Senior Municipal Credit Analyst Tamara Lowin. (Source: Bloomberg)
