Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Giant TAMP Is Poised to Start Supporting Select Fundsters Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, August 19, 2015

A Giant TAMP Is Poised to Start Supporting Select Fundsters

Reported by Neil Anderson, Managing Editor

The folks at Envestnet are preparing to support mutual fund firms and ETF shops for the first time.

Estee Jimerson, senior vice president of manager solutions at the Chicago-based TAMP titan, confirms that Envestnet plans to soon offer a "single point of contact" to select fund shops. And the publicly-traded shop is preparing to roll out a manager portal for its mutual fund, ETF, separately managed account (SMA), and FSP (fund or ETF strategist portfolios) partners. Envestnet already offers that single point of contact approach to support its SMA and FSP partners.

"We are right now thinking about how best we can support the ETF- and mutual-fund-only products that advisors are using," Jimerson tells MFWire. "The overarching goal at Envestnet is to empower advisors and provide world class investment solutions ... If we support managers better, they in turn support advisors better."

Jimerson and her boss, advisory services executive vice president Lincoln Ross, confirm that not all fund firms will be provided with single points of contact by Envestnet. Jimerson points to those "that have been more successful" on Envestnet's platform as shops likely to be included in the new single point of contact program. Another group of firms likely to be supported in this way, Ross tells MFWire, is "those that have struggled to market to the independent community."

"It's not just AUM. It's a willingness ... to really partner with us, a curiosity on their part, a desire to work more closely," Jimerson says. "A lot of shops have that willingness. We'd like to partner better with them."

"The theme is helping investment managers navigate our system in order to better support advisors," Jimerson adds. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. MMI webinar - DoL Fiduciary Rule Update: What Are the Implications?, June 21
  7. WE Chicago - Pre-Morningstar Conference reception, June 25
  8. Celebrating 100 Years of the Mutual Fund, June 25
  9. New York YPEM Cornhole Classic, June 25
  10. Morningstar Investment Conference Conference 2024, Jun 26-27
  11. 2024 MMI Institutional Roundtable, June 26
  12. WE PNW Seattle - Pickleball and Networking, June 27
  13. Celebrating 100 Years of the Mutual Fund, July 11
  14. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  15. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  16. MFDF Director Discussion Series - Open Forum (New York), July 23
  17. IMEA Portfolio Construction Roundtable, September 19
  18. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  19. 2024 MMI Annual Conference, Oct 15-17
  20. IMEA Philanthropic Day, October 22
  21. IMEA Leadership Summit, October 23
  22. IMEA Star Awards Celebration, October 23
  23. IMEA Marketing Summit, October 24
  24. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  25. MFDF Director Discussion Series - Open Forum (Denver), November 6
  26. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use