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. 

• How the Best Money Managers Exploit Market Inefficiencies

  By J. Gibson Watson III, CIMA, Envestnet  |  April 4, 2012

  Several winners of this year’s SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.

• The Future Is Now: Institutional Asset Allocation for Retail Investors

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

  Scrutiny of the asset allocation process since 2008 has led to a proliferation of smart, managed investment products that help facilitate the implementation of diversified portfolio strategies.

• Measuring Market Performance: Much Depends on Where You Start

  By J. Gibson Watson III, CIMA, Envestnet  |  February 8, 2012

  Why using historic long-term performance numbers in either the asset allocation process or to arrive at wealth and spending forecasts is problematic, and what to do about it.

• The Case for Emerging Market Equities in Client Portfolios

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

  A review of the research suggests that including EM equities in client portfolios is wise, despite political risks and high performance dispersion among money managers.

• Are Target Date Funds the ‘Single Product Solution’?

  By J. Gibson Watson III, CIMA, Envestnet  |  December 6, 2011

  Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.

• Is There Still a Payoff for the Quality Premium in Stocks? An Analysis

  By J. Gibson Watson III, CIMA, Envestnet  |  November 1, 2011

  Prima looks at the data to shed light in the ‘high quality vs. low quality’ stocks investing debate, and comes to a conclusion.

• 'Go Anywhere' Funds: Easy to Like, Harder to Qualify

  By J. Gibson Watson III, CIMA, Envestnet  |  October 1, 2011

  The popularity of such funds puts an extra onus on wealth managers to thoroughly vet a strategy and properly set expectations for its role in a client’s portfolio.

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  3 Steps to Determine if a Portfolio Manager Really Has an Edge

  By J. Gibson Watson III, CIMA, Envestnet  |  August 31, 2011

  A step-by-step process for identifying if an investment manager has a definable, repeatable edge. First, ask these three questions.

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  Commodities and Portfolios: Listening Through the Noise

  By J. Gibson Watson III, CIMA, Envestnet  |  August 2, 2011

  Yes, commodities have been on a tear, but here’s an argument for including them, correctly, in clients’ portfolios.

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  Stock Correlations Rise: Implications for Wealth Managers

  By J. Gibson Watson III, CIMA, Envestnet  |  July 5, 2011

  Managers focused on fundamentals feel pulse of stock correlations.