Product - July 15, 2021
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, these new communication outputs also include dynamically-built disclosures to elevate your conversations with clients and colleagues alike.
Take a peak at several example outputs here, and read on below for ideas on how you can leverage the new Comp Table PDFs.
To create a PDF from Comp Tables, simply click the “Export” button then select “Download PDF” from the dropdown. The maximum number of columns per PDF is eight.
Review a Client’s Holdings in a Meeting
Create a conversation-starter for your next client meeting by assembling a rundown of all their portfolio holdings.
Presenting performance and risk metrics alongside other key information, such as fund expense ratios, sets the stage for any recommendations and gets clients thinking critically about their portfolio composition. Disclosures are automatically added to the report based on the data and securities included, helping you answer any questions with just the turn of a page.
If your portfolios are loaded into YCharts, simply click “Lists” then “My Lists” in the Security Browser Menu, and select “Model Portfolio Holdings” to quickly call up holdings for any portfolio or strategy.
Evaluate Your Model Portfolio Offerings
For better and more productive conversations during investment committee meetings, share a PDF reviewing your models’ performance with all attendees.
A table with all your model offerings plus historic performance and risk metrics is a simple but effective way to align the group around strategic priorities and points of concern.
ALSO NEW: Evaluate Portfolios with Custom Time Period Columns
Have better and more productive conversations during client meetings by sharing real, tangible insights. Add your various model portfolios to Comp Tables, then create custom period columns for important timeframes, such as the 2008 financial crisis, the historic 11-year bull market that followed, and the 2020 covid-19 pandemic recession.
Share a PDF of the analysis with your clients to reveal performance and risk insights from market troughs to peaks, and vice versa. These comparisons are more relatable to investors, and are also great conversation starters. Plus, it’s a simple but effective way to show the benefits of diversification. In Comp Tables, click “Custom Period” in the Metrics menu to create a timeframe-based performance column.
Compare Stocks Using Ratios & a Custom Score
Build a comparison table for a group of stocks (or funds) using the factors that are most important to your investment selection. Custom Scoring Models, another YCharts feature integrated with Comp Tables, can be added to clearly communicate your top choices from a peer set.
The example below uses popular valuation metrics and a custom PE/Growth Score, in the rightmost column, to compare the 30 constituents of the Dow Jones Industrial Average. Historical returns data is also included on subsequent pages by way of dynamic disclosures, which automatically update based on the components of your data table.
Elevate Your Client Communication and Presentations
Effectively communicating your investment insights is arguably even more important than arriving at those insights in the first place.
Comp Tables PDFs, along with Fundamental Charts, FINRA-reviewed Portfolio Reports, and Custom PDF Reports enable advisors to expertly share their strategies with clients and prospects, leading to better outcomes and stronger relationships.
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