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Dana M. D'Auria, CFA, Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Inc, discusses Envestnet’s program designed to help advisors find managed account solutions from some of the largest and most reputable #AssetManagers 👉 https://lnkd.in/eP2iqDux

Transcript

So the investment RA marketplace is an opportunity for RA's to engage with manage accounts, put their money into outsource solutions, models of ETF's and or mutual funds that are available without a platform fee. So we've partnered with four of the world's leading asset managers, BlackRock, Fidelity, Franklin Templeton and State Street to offer these models that are able to be invested without any platform fee, so no explicit fee. We launched the RA Marketplace because we know that RA's are looking for scale and efficiency in their business. One easy way to do that is to look at accounts and look across your book of business for accounts that really are best served in a managed account solution, a managed framework and so ETF and mutual fund models. But we also know that Ras need low price points. They don't want to add explicit fees to the client. They really want the implicit fees to be kind of taking care of the delivery mechanism. So the RA Marketplace does that enables them. To take money that they've been managing that they think would do well in one of these models and not have to add an explicit fee in order to achieve that. We think the Aria Marketplace will help both advisors and their clients. The marketplace really enables clients to get access to leading asset managers, their best thinking on how to engage with capital markets, manage money, all of the collateral that comes with that from the marketing and you know, all of the support system that these managers have for these models and that becomes available. The client again at a very low price point, right. It's, it's really just the implicit fees and from the advisors perspective that enables scale in their business. It enables them to use marketing across these models that's applicable to anybody who's using that model to be able to have conversations with those clients in an easy fashion and again, not add cost to the equation. We're already seeing adoption in the marketplace. We have several $100 million that's already invested in the marketplace and you really just launched. We're here at Impact. We're getting great feedback. We had a reception last night to talk about this with advisors, very good feedback from the advisor community. So we're very excited.

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