Making Tax-Loss Harvesting Easy with YCharts

As year-end approaches, nearly every advisor is thinking about taxes for their clients; how to harvest losses and maximize after-tax returns. With YCharts, help advisors think through their tax-loss harvesting process, making sure it is efficient and collaborative.  First, use YCharts Comp Tables to identify a portfolio’s losers — which funds have sold off this … Continued

YCharts Adds SMA Data to Enable Wholesalers

Separately Managed Accounts have been added to the YCharts platform, providing wholesalers with a centralized, researchable database of nearly 10,000 SMAs. Combining SMA data with YCharts’ existing research and communication tools, wholesalers can now leverage YCharts to discuss SMAs with their clients and prospects, in the same way they do for Mutual Funds, ETFs, Closed … Continued

September Slump Cools Investor Expectations: Fund Flows in Q3 2020

While the COVID-19 pandemic drove both equity and fixed income lower in the first quarter of 2020, a broad recovery took hold in the second and third quarters. Similarly, mutual fund flows continue to move toward bonds in record numbers. The chart below shows that through the end of Q3 2020, the S&P 500 Total … Continued

Where Are Investors Placing Recovery Bets? Reviewing Fund Flows in Q2 2020

In the first quarter of 2020, the covid-19 pandemic impacted both equity and fixed income markets, with the S&P 500 Total Return (^SPXTR) down 19.6% and the Bloomberg Barclays US Aggregate (^BBUSATR) 3.2% higher through the end of Q1. However, it’s been a different narrative since the market bottomed-out in the final weeks of March. … Continued

YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

How Do Investors React in a Crisis? Fund Flows Might Hold The Answer

Despite the best efforts of Wall Street analysts and market commentators, the fates of the US economy, stock and fixed income markets are largely unknown. More than anything, investors are looking for answers. When uncertainty about the future is high, as it is now, forecasts and estimates can be given only so much weight. To … Continued

Alignment and Efficiency: 3 Ways YCharts Helps Wholesalers Collaborate

In light of fee compression and increased competition, many asset managers have a renewed emphasis on improving productivity and efficiency among distribution teams. As investor demands evolve and advisors become increasingly hard to reach, wholesalers may feel like they’re constantly playing defense; however, an offensively-minded approach could lead to more AUM and profitability by focusing … 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

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