Meet the Strategists and Managers
Representing a full range of investment approaches, our updated Meet the Strategists and Managers brochure (catalog #102764) provides a quick reference to the third party strategists, UMAs, and SMAs available on the ESI Illuminations platform.
Illuminations Portfolio Performance Snapshots for Q2 2023
To help you review the Illuminations fund strategist, UMA and SMA portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots have been updated for Q2 2023.
While we know we should not make recommendations purely off of performance, lists such as these are a great starting point to look at alternative solutions to help our clients better meet their financial goals.
Important Notes: Some performance information was not yet available at the time this document was created. This document can be found on the ESI Illuminations site as well as the NL Agent portal. To ensure the link below works correctly, please log in to the NL Agent portal first.
CLICK HERE for the ESI Illuminations Fund Strategist Portfolio Performance Comparison 1/1/23 – 6/30/23.
TC135682(0823)1