Q1 2022 Fund Flows: March Buyers Bring April Sellers?

2021 ended with double-digit returns by stocks for the sixth straight year in a row. Through one quarter of 2022, there is clearly a lot of ground to make up. The S&P 500 (^SPX) and Bloomberg US Aggregate (^BBUSATR) are off to a rocky start… A late Q1 rally by stocks lost steam in early … Continued

2021 Fund Flows: Fixed Income & Large Blend Win, Growth Loses

After bouncing back from a Q3 dip and fighting through volatility all year, the S&P 500 (^SPX) ended 2021 just below its all-time high. The index’s 28.7% total return continues quite a streak for stocks, making 2021 the fifth time in the last 6 years that the S&P 500 has posted double-digit returns.  Meanwhile, in … Continued

Scatter Plot: Dynamic Storytelling for Funds, ETFs & Portfolios

With YCharts’ new Scatter Plot, asset managers and advisors are empowered to take their visual analysis and presentations to the next level. Scatter Plots enable you to plot any of YCharts’ 4,000+ calculated metrics for funds, stocks, and portfolios, and also communicate to clients how funds or portfolios stack up against each other and their … Continued

How Wholesalers Gain an Edge with YCharts SMA, Portfolio Data

YCharts provides access to key data for nearly 12,000+ Separately Managed Accounts (SMAs) and Models (UMAs) from dozens of asset managers that can be evaluated and compared with powerful research tools and customizable reports. Wholesalers can leverage YCharts to discuss SMAs and Models with their clients and prospects in the same ways the platform is … Continued

Fixed Income, Equity-Blend Funds Top Q3 2021 Fund Flows

The chart below shows that through the end of Q3 2021, the S&P 500 (^SPXTR) was up 15.9% including dividends, the Bloomberg US Aggregate (^BBUSATR) fell 1.6%, and the Bloomberg Barclays Global Aggregate (^BBGATR) dropped about 4.1%. Mostly moving in tandem, US bonds diverged from their global counterpart in early Q3, refusing to go lower … Continued

How to End The Year with More AUM and Less Distributions for Your Clients

At the end of every calendar year, many 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?  With … Continued

Fund Flows Review: August 2021

Welcome to the first edition of Fund Flows Review from YCharts, a monthly series in which we’ll use asset flows to better understand market trends and momentum. As always, feel free to download and share any visuals with clients and colleagues, or on social media.  Watch our key takeaways from mutual fund and ETF flows … Continued

Use Client-Friendly Comp Table PDFs to Compare Funds & SMAs

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. Best of all, you can now have your company logo and custom disclosures … Continued

Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … Continued

Today’s Wholesaler — An Asset, Guide & Consultant to Advisors

As the asset management industry continues to evolve, so do advisors’ expectations of the mutual fund wholesaler. With an emphasis on their fiduciary responsibilities to their client, financial advisors seek to provide the most value possible in a growing competitive landscape. While there are intricacies depending on your function as either a central office internal … Continued