Resources for Financial Advisors, Asset Managers & Their ClientsBrowse Free Resources
Gain New Insights from Thought Leaders & The YCharts Team
The YCharts Webinar Series covers the latest market developments, trends in wealth management, and our platform’s most recently released features, with new airings every couple weeks. Guests like Josh Brown, Samantha Russell, and Charlie Bilello, and Michael Kitces join YCharts experts to break down everything important to advisors, asset managers and their clients.See Upcoming and Past Webinars
Free Slide Decks For Advisors
The YCharts Quarterly Economic Update
In search of resources for understanding market and economic trends, and communicating about them with clients? Get a free version of the popular YCharts Economic Update—a client-friendly powerpoint deck that breaks down economic trends—and access to a library of previous quarters’ presentations.Access The Decks
White Paper: Mega Cap Stocks
The Real Impact of Mega Cap Stocks on Your Portfolio & The Market
It’s no secret that Mega Cap Stocks have played a major role in driving the direction of the market in recent years. This white paper examines what portion of typical investor portfolios are concentrated in the handful of Mega Cap Stocks, how much of a portfolio’s value can be erased when one or more of these stocks crash, how the S&P 500 would have performed without them and more.Access the White Paper
White Paper: Hedging with ETFs
Can You Hedge It with an ETF?
This white paper investigates whether ETFs, Bitcoin and Cash can be used to hedge against risk factors which are top-of-mind for investors, and arms you shareable with insights into each hedging strategy’s effects on portfolio risk and performance.Download White Paper
White Paper: Rebalancing
What Is The Optimal Portfolio Rebalancing Strategy?
Most agree that rebalancing portfolios is a valuable best practice, but what is the optimal strategy for maximizing performance, or minimizing risk and the time commitment from advisors? This white paper arms financial advisors and planners with insights about how different rebalancing strategies, in combination with bullish or bearish market conditions, can affect portfolio performance and risk.Access The White Paper
PDF Research Guide
To SPAC-ulate, or Not? Examining SPAC Performance Pre- and Post-Merger
This Special Purpose Acquisition Company (SPAC) research guide arms you with advanced insights about the SPAC process and how it can affect lifetime share performance. To better understand the SPAC lifecycle—from IPO, to merger announcement, through merger closing and beyond—we studied SPACs that successfully merged with operating companies to find when and why they performed best.DOWNLOAD THE PDF
Breaking Down ESG, SRI and Impact Funds: Are advisors and clients speaking the same language?
Are you hearing questions about investment strategies like Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), and Impact Investing? This study provides valuable information and advanced research about mutual funds and ETFs that employ ESG, SRI, and Impact strategies, enabling informed conversations and smart investment decisions.SEE OUR FINDINGS
Interactive PDF Guide
How Do Presidential Elections Impact The Stock Market?
The Financial Advisor’s guide to answering client questions about the election—with downloadable charts and visuals. While you might expect that the president and their political party can move the market, it’s unclear to what degree that’s actually true. We created this guide to answer the most common, burning questions that financial advisors are asked as an election looms closer — and each visual can be individually downloaded for use with your own clients.DOWNLOAD THE GUIDE
Advisor Sentiment Survey
Coronavirus, Third-Party Models & In-house Portfolio Management
While financial advisors remain divided on third-party investment strategies and their likeliness to adopt such solutions, the COVID-19 pandemic and its effect on capital markets has added new variables to advisors’ decision. We surveyed hundreds of advisors and found that while third-party models and in-house management have their unique merits, advisors want and need to be more involved with portfolio management, especially during times of heightened uncertainty.SEE SURVEY RESULTS
White Paper: COVID-19
Portfolios, Risk, & COVID-19
No one could have predicted the COVID-19 pandemic or devastating market collapse it caused, but could investors have been better prepared? This white paper studies portfolio performance and risk metrics to reveal new perspectives on: common risk metrics’ ability to properly inform investors, popular investing vehicles, and the value of professional financial advice prior to and during a market crisis.GET THE WHITE PAPER
Survey of Advisors' Clients
How Can Advisors Better Communicate with Clients?
YCharts asked more than 650 people, all working with a financial advisor or planner, what they expect when interacting with their advisor and which aspects of communication could be improved. 88% of clients said they would consider communication style and frequency before referring their advisor to family and friends.SEE SURVEY RESULTS
Millennial Saving & Investing Habits
The millennial generation can often be a mystery. When evaluating the generation from a wealth management standpoint, several questions are commonly asked. Do millennials take investing seriously? Are they savers, playing the long game, or spenders looking for near term gratification? This analysis aims to paint a picture of the millennial generation and their financial well-being. For the wealth management community, the survey’s results can provide insights into how to better serve the burgeoning millennial generation.DOWNLOAD OUR FINDINGS