White Paper: What’s the Optimal Rebalancing Strategy?

Portfolio rebalancing is the practice of realigning a portfolio’s actual allocations with the allocation percentages that were originally intended by the advisor and their client. The problem: rebalancing can negatively impact performance in pursuit of risk controls, and it’s unclear which is the optimal rebalancing frequency. Which strategy is best for managing risk and maximizing … Continued

New on YCharts: Client-Friendly Data Table PDFs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Whether comparing securities, evaluating your firm’s model portfolios, or auditing a holdings list, … Continued

How Mutual Fund Wholesalers Can Increase AUM Before, During & After Advisor Meetings

The role of a wholesaler has evolved with advisors no longer expecting a round of golf and a steak dinner. Instead, they want data-driven consultants who will bring value to their clients. To set yourself apart from the competition, you need to build a relationship with your prospects by first demonstrating that you are up-to-date … 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’s astronomical performance that is driving the conversation. With Bitcoin having nearly reached $65,000 per coin in … Continued

3 Ways Distribution Teams Collaborate & Win Assets with YCharts

Distribution teams have known for a long time, and well before covid-19, that more facetime with advisor-clients is key to success. While wholesalers are used to clearing hurdles to earn that facetime, work-from-home and virtual meetings are new and formidable challenges in their way. As advisors become increasingly hard to reach, distribution teams must become … Continued

Examining SPAC Performance Pre- & Post-Merger

A Special Purpose Acquisition Company (SPAC) is a shell company, without its own business operations, that goes public in order to someday acquire an operating company. The deal structure has become exponentially popular since 2019, with big names like Chamath Palihapitiya, Shaquille O’Neal, Betsy Cohen, and Alex Rodriguez all joining the SPAC party. But why … Continued

What to Look for in Value vs. Growth Stocks

The value vs. growth stocks debate is never-ending, but recent advances from value companies are signaling a significant tide change. From the March downturn through the end of 2020, growth stocks delivered a 1.5x greater return than their value counterparts. In 2021, the tables have turned—value stocks are pulling away to lead the market while … Continued

Harness Volatility & Create Opportunity

While the CBOE S&P 500 Volatility Index (VIX) has long served as a volatility yardstick for investors, the index again stepped into the limelight in March of 2020 when it spiked to its highest level ever. Just as was the case last year, investors are needing to tap into their fight or flight instincts early … Continued

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