Free Download: Breaking Down ESG & SRI Funds

Are you hearing from clients about investment strategies like Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), and Impact Investing? In our latest research report, we share valuable information and advanced insights about mutual funds and ETFs that employ ESG, SRI, and Impact strategies. Our findings help ensure that advisors, asset managers, and their … Continued

Monthly Market Wrap-up: January 2021

Welcome back to the Monthly Market Wrap-up from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Market Wrap-up to be sent straight to your inbox? Subscribe … Continued

The Reddit Trader Short Squeeze: 3 Things for Advisors to Communicate to Clients

How is it that the most shorted stocks—or the most bet-against—have generated some of the highest year-to-date returns in 2021?  Modify in YCharts | Download Visual Thanks to millions of Reddit users who congregated in forums like r/WallStreetBets that are dedicated to conjuring up trading ideas, an army of individual investors has formed to buy … Continued

New on YCharts: Custom Securities

We’re excited to announce the latest addition to the YCharts platform: Custom Securities. Simply put, Custom Securities enable you to upload your own data into YCharts, access performance, risk, and other metrics calculated off that data, and create holdings to use within Model Portfolios. You can use Custom Securities to add your portfolios’ past returns … Continued

2020 Fund Flows: Active vs Passive, Thematic ETFs & More

Since bottoming out on March 23, 2020, the S&P 500 has climbed 75% on a total return basis, and the Bloomberg Barclays US Aggregate is nearly 6% off its low. Momentum in stocks has continued through January 2021, but recent jumps in Treasury Rates have slowed price appreciation of investment-grade fixed income. The calendar no … Continued

5 Things Advisors Should Know About Grayscale Bitcoin Trust (GBTC)

Bitcoin’s latest surge in price and popularity has once again made the world’s largest cryptocurrency a hot conversation topic among advisors and their clients.  Just like in 2017, when the USD value of one Bitcoin briefly neared $20,000, it is otherworldly performance that’s driving the conversation. Now, in early 2021, with Bitcoin trading above $40,000 … Continued

Monthly Market Wrap-up: December 2020

Welcome back to the Monthly Market Wrap-up from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients, colleagues, or on your social media! Want the Monthly Market Wrap-up to be sent straight to your inbox? … Continued

3 Tactics for Advisors to Increase Their Social Media Reach

Could you imagine getting tens of thousands of eyeballs on your next Tweet or LinkedIn post? Charlie Bilello, founder and CEO of Compound Capital Advisors is a social media pro… his Tweet on asset class returns drew thousands of likes and hundreds of retweets in just a few hours.  You don’t need to be an … Continued

Monthly Market Wrap-up: November 2020

YCharts welcomes you to the latest edition of our Monthly Market Wrap-up, where we break down the most important market trends for advisors and their clients every month. Feel free to spread the love and forward to a friend or colleague! To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: This … Continued

Evaluating Emerging Market Funds with YCharts

All advisors seek to maximize their clients’ returns, but emerging market funds may feel like uncharted waters when looking to boost a portfolio’s performance. Bigger risks can lead to bigger rewards, and emerging economies’ pace of growth and market inefficiencies offer potential for higher returns. These inefficiencies are due to a lack of analyst coverage, … Continued