Envestnet Institute On Campus Sets Attendance Record In Spring 2022 Session And Adds New Sponsor, Franklin Templeton

As Online Professional Education Program Continues to Grow, Franklin Templeton Provides Support to Help Strengthen Industry Diversity and Inclusion

BERWYN, Pa., August 9, 2022 /PRNewswire/ — Envestnet announces that 882 students participated in the Envestnet Institute On Campus (EIOC) program during the Spring 2022 session, the highest number of participants in a session of the online professional education initiative so far. day. In addition to this record achievement, 25% of participants (221 people) are first-generation college and university students.

“The Envestnet Institute On Campus program continues to go from strength to strength, and proof of that is the impressive interest it has garnered from students and higher education institutions across the country,” said John HeathCIMA®Managing Director and Head of Asset Manager Network at Envestnet, and Chairman of Envestnet Institute On Campus. “With each passing session, we are adding to the pool of diverse, entry-level and work-ready talent who are poised to take their place among the next generation of wealth management professionals. We are incredibly proud of the collaborative relationship between the academia and the industry-leading companies we have built through this initiative, and we are grateful for the support they provide to EIOC participants and graduates.”

The EIOC program includes seven one-hour self-paced e-learning courses with required exams that are available free of charge to participating students and schools. Program participants can also receive an additional four hours of optional professional training and include their curriculum vitae in the EIOC CV. This database can be used by asset and wealth management firms looking to hire diverse young talent for internships and entry-level positions.

The EIOC, created by Envestnet in 2015, is now available to students at 49 participating colleges and universities across the country, including four historically black colleges and universities. From June 30, 2022, more than 6,000 students have completed the program, which exceeded its original goal of educating more than 5,000 students by the end of 2021. EIOC graduates include 1,907 people of color. In the last session of the EIOC, 599 students graduated from the program, including 44% women and 40% students of color. To learn more, please visit https://envestnetinstituteoncampus.com.

Envestnet continues to partner with other financial institutions to expand the EIOC program, with Franklin Templeton having recently signed as a sponsor. As part of his sponsorship, Franklin Templeton will help enhance the EIOC curriculum with the addition of courses related to a wide range of topics, including sustainable investing, alternative investments, and exchange-traded funds (ETFs). Attendees will have access to the company’s wide range of on-demand training and courses in multiple languages.

Franklin Templeton will also work to increase participation in the EIOC at currently participating colleges and universities and expand the program to more schools. In addition, the company will host virtual and in-person career networking events for EIOC attendees and act as an ambassador for the program by placing interns and filling entry-level openings within Franklin Templeton where available.

Franklin Templeton actively participates in efforts to improve diversity in the industry, and this initiative complements our commitment to partner with leading organizations to foster a more inclusive investment management industry,” said Regina Currydirector of diversity for Franklin Templeton. “We believe that a diverse and inclusive workforce enables us to deliver better results for our clients. With the award-winning content and expertise of the Franklin Templeton Academy, we are excited to provide relevant insights from the industry to the next generation of specialists.”

About Investnet

Envestnet refers to the family of operating subsidiaries of public holding company Envestnet, Inc. (NYSE: ENV). Envestnet is fully invested™ in empowering advisors and financial service providers with innovative technology, solutions and insights to help make financial wellness a reality for their clients through intelligently connected financial living. More than 105,000 advisors and more than 6,500 companies, including 16 of the top 20 U.S. banks, 47 of the top 50 wealth management and brokerage firms, more than 500 of the largest RIAs, and hundreds of FinTech companies, leverage leveraging Envestnet technology and services that help drive better outcomes for businesses, advisors and their clients.

For more information, visit www.envestnet.com, subscribe to our blog and follow us on Twitter (@ENVintel) and LinkedIn.

About Franklin Templeton

Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving customers in more than 155 countries. by Franklin Templeton mission is to help clients achieve better results through expertise in investment management, wealth management and technology solutions. Through its dedicated investment managers, the firm offers boutique specialization globally, bringing capabilities in equities, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the Californiacompany based on 75 years of investment experience and approximately $1.4 trillion of assets under management at June 30, 2022. For more information, visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

Media contacts:
Dana Taormina
JConnelly for Envestnet
[email protected]
(973) 647-4626

Rebecca Radosevitch
Franklin Templeton Corporate Communications
[email protected]
(212) 632-3207

catherine fox
Prosek Partners for Franklin Templeton
[email protected]
(646) 690-8926

SOURCEEnvestnet, Inc.