Economic Update — Reviewing Q4 2019

Ebbs and flows in the macroeconomy can often lead to tides of change for different sectors, industries, and public companies. Investors, especially those with longer time horizons, look for insights in economic data released by research companies and government agencies to make strategic adjustments to their portfolios. For that reason, YCharts collects and makes available … Continued

Diversification & US Dominance with Charlie Bilello

FEATURING: CHARLIE BILELLO Q: You’re very active on Twitter but unlike most, you tend to share only facts and data, not opinions. How do you view your own place in the community of investors on Twitter, and the value your content provides investors? A: Like everyone else, I have some strong opinions, but I try … Continued

Charts of the Decade: Looking Back on the 2010s

The end of the year, and now the end of the decade, provide an opportunity to look inward and reflect on our successes and failures, think critically about where we went wrong, and make resolutions to be better versions of ourselves going forward. But that sounds like a lot of work. Instead, we at YCharts … Continued

How To Create Better Touchpoints with Clients

While Henry Ford famously told Model T buyers, “you can have any color as long as it’s black,” today’s consumers expect a lot more when it comes to customer service, and especially personalization. If you’re a Netflix subscriber, you’ve probably enjoyed the personalized recommendations for new TV shows and movies that are similar to the … Continued

How To Avoid Distributions and Build Tax Efficient Portfolios

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As an advisor, you’re tasked not only with helping your clients manage their investments, but also managing the tax implications of gains and losses from those investments. … Continued

End The Year with More AUM, Less Distributions

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As a wholesaler, you want to build long-lasting and mutually beneficial relationships with your advisor-partners. So how can wholesalers help limit distributions and their associated side effects? … Continued

How To Find the Best Mutual Funds

When putting together an investment portfolio, whether for yourself or on behalf of a client, fund selection is a pivotal exercise. Investors buy shares of mutual funds to gain exposure to a large pool of individual stocks, to access a fund manager’s proprietary strategy, and/or to take advantage of the diversification benefits that funds can … Continued

4 Ways Wholesalers Use YCharts to Increase AUM

With intuitive, powerful tools and data coverage for more than 40,000 mutual funds and ETFs, YCharts enables internal and external wholesalers, plus product and portfolio teams, to develop strategies and expertly demonstrate their funds’ value to advisor partners. Firms such as John Hancock and Thornburg Investment Management have incorporated YCharts into their sales processes because … Continued

Ben Carlson on Denominator Blindness

FEATURING BEN CARLSON, CFA Click to view in YCharts Q: Can you tell us about Ritholtz Wealth Management and what you do there? A: I’m the Director of Institutional Asset Management at Ritholtz. I sit on our investment committee where I help build client portfolios, manage risk, and communicate with clients about our investment philosophy. … Continued

In One Chart: How is Ezekiel Elliott like a Low Vol ETF?

Low Volatility ETFs are the Ezekiel Elliott of exchange traded funds — both have seen huge inflows of cash in 2019, and both have been outperforming. Ezekiel “Zeke” Elliott, who plays for the Dallas Cowboys, became the highest paid running back in the NFL when he signed a contract extension worth $90 million over six … Continued