J. Gibson Watson III, CIMA, Envestnet

About the Author

J. Gibson Watson III, CIMA, Envestnet

J. Gibson Watson III is Vice Chairman of Envestnet (NYSE: ENV), which provides leading wealth-management solutions that empower financial advisors to better manage client outcomes and strengthen their practices.  He can be reached at gib.watson@envestnet.com. 

• On Portfolio Performance, Remember: Attribution Tells the Story

  By J. Gibson Watson III, CIMA, Envestnet, Christopher Devenney, Envestnet | Prima  |  March 13, 2013

  When conducting a year-end review of a manager’s performance within a client's portfolio, use attribution to help guide the discussion.

• How Advisors Can Correctly Use Fund Strategist Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  January 8, 2013

  This relatively new but growing way of outsourcing has much to recommend it, but watch your due diligence step.

• Muted Beta: Long/Short Equity for an Uncertain Market

  By J. Gibson Watson III, CIMA, Envestnet  |  December 18, 2012

  Fewer constraints at the edge of the “Cliff” just might be a good thing: a look at how to measure long/short strategies.

• Helping Clients Ride Out the Coming Fixed Income Storm

  By J. Gibson Watson III, CIMA, Envestnet  |  November 7, 2012

  Like all investors, your pre-retirement clients may well be scarred, scared and skeptical, and moving more into fixed income just as a storm is brewing, Here's how you should be rethinking your approach to bonds.

• Not All ETFs Are Created Equal: What to Consider

  By J. Gibson Watson III, CIMA, Envestnet  |  October 3, 2012

  When investing in ETFs for clients, be aware of their potential drawbacks, especially tracking error, liquidity and the special issues around leveraged and inverse funds.

• Beyond Core: How to Use Satellites in an Investment Portfolio

  By J. Gibson Watson III, CIMA, Envestnet  |  September 5, 2012

  If you’re considering the use of core-satellite techniques to enhance portfolio and risk management capabilities, consider global mandates with nimble, opportunistic managers for the satellite portion of the portfolio.

• Alternatives in Client Portfolios: An Implementation Framework

  By J. Gibson Watson III, CIMA, Envestnet  |  August 1, 2012

  The goal: identify the existing risk exposures in a portfolio and select alternatives that have similar volatility and return profiles with non-correlated risks.

• Floating Rate Loan Funds: Not What They Were, Yet...

  By J. Gibson Watson III, CIMA, Envestnet  |  July 5, 2012

  Anyone looking to floating rate loan funds today for inflation protection should be a bit wary.

• The Most Important Question to Ask Money Managers

  By J. Gibson Watson III, CIMA, Envestnet  |  June 5, 2012

  Conducting due diligence on money managers requires more than filling in a few boxes on a checklist. Yes, ask "How?" and "What?" but don’t ever forget "Why?"

• How Advisors Can Avoid the Nightmare of Apple in Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  May 9, 2012

  AAPL’s presence in decidedly non-large-cap portfolios highlights the challenges in building style-pure portfolios; holdings-based style analysis can ease that burden.