To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform. The launch marks a significant milestone in Envestnet's mission to broaden adviser access to alternative investments. Available through Envestnet’s Strategist UMA (unified managed account) and fund strategist programs, these new offerings deliver institutional-grade solutions at scale to advisers and their clients.
“As public markets continue to shrink and private markets drive innovation, advisers require a broader toolkit to deliver diversified, modern portfolios and the alternatives their high-net-worth clients are asking for,” said Dana D'Auria, co-CIO and group president of Envestnet Solutions at Envestnet. “These new models integrate semi-liquid and liquid strategies, enabling seamless allocation to alternatives with point-and-click simplicity.”
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