Envestnet’s ENV2 Platform Delivers New UMA Features
Sliced bread. The electric light bulb. Indoor plumbing. Unified Manged Accounts (UMA’s) were supposed to be better than these revolutionary inventions and a whole lot more. They still have not lived up to their hype, but UMA’s have become a standard offering for all managed account platforms. In this summary of a session from Envestnet’s […]
Proposed Changes to GIPS Standards
Last Thursday and Friday, I attended the Financial Research Association’s Symposium on Performance and Risk Measurement in Boston. There were a lot of informative sessions and I took almost ten pages of notes, so I should have enough material for a bunch of posts. Unfortunately, I wasn’t able to travel on Wednesday evening, so by […]
