2013 SMA Managers of the Year: Envestnet’s Jim Patrick on ‘Envestnet Intelligence’—Video

By John Sullivan

Video
May 03, 2013 at 01:13 PM
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What You Need To Know

    The 2013 SMA Managers of the Year were announced at Envestnet's 2013 Advisor Summit Wednesday afternoon in Chicago.

    Co-presenters Jamie Green, editorial director of the Investment Advisor Group of Summit Business Media, and Gib Watson, group president of Envestnet | Prima, noted that 1,600 managers were reviewed before picking the winners in four major categories, and that the "strategies not only had to be repeatable and sustainable, but also could be clearly articulated to advisors and clients."

    In this video, Investment Advisor magazine's Editor-in Chief John Sullivan talks with Envestnet Executive Vice President Jim Patrick about updates to "Envestnet Intelligence."

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    We invite you to visit the 2013 SMA Managers of the Year home page to view profiles of these finalists and for additional and ongoing coverage of the winners and the award ceremony.

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