ENVESTNET announced 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. 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. 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. 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.
