Q2 2022 Fund Flows: Short-Duration Bonds & A Gamble on Alts

Through Q2 2022, the S&P 500 (^SPX) and Bloomberg US Aggregate (^BBUSATR) plummeted even further to be down 16.06% and 8.99% year-to-date, respectively. Inflation isn’t doing stocks or bonds any favors and continues to climb despite the Fed’s rate hikes.  Looking back at asset flows data from Q1, it appeared that many investors tried to … Continued

Wholesaler Perspective | Identifying Tax Loss Harvesting Opportunities

Through the first half of 2022, financial markets have experienced painfully historic drawdowns caused by surging inflation and the Fed’s aggressive response, geopolitical impacts from the Ukraine war, and global supply chain issues. Advisors and their clients’ portfolios are being hit in a similar fashion, with a typical 60% stock, 40% bond portfolio delivering less … Continued

Overcome the Challenges of Summer Advisor Meetings

Even before stepping foot into an advisor’s office, wholesalers face the uphill battle of securing time on their calendar. The summer months, in particular, pose an additional hurdle. Whether it’s family vacations with the kiddos or perfect conditions on the golf course, a wholesaler’s job is that much more difficult when all of us get … Continued

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