Decks and White Papers

Get the popular YCharts Economic Update, a client-friendly powerpoint deck that breaks down economic trends.

Stay informed on the most important trends for advisors and their clients every month with our brandable slide deck.

This free deck is filled with insightful visuals that illustrate key investing concepts for clients and prospects.

In our latest survey, we polled 670+ individuals to learn about what they want from their advisors and what has changed about those advisor-client relationships since Covid-19.

YCharts surveyed both advisors and wholesalers to understand which offerings advisors see as most valuable, what wholesalers could be doing better, and how relationships have evolved since Covid-19.

We investigated the effects of “greenwashing” as well as the impact of substituting ESG-focused funds into a typical investor portfolio to see what impact they had on performance, risk, and of course…ESG scores.

Is there any foolproof, or at least somewhat reliable, way to stay ahead of stock market declines? We measured how accurate and consistent 7 widely-followed leading indicators give advance warning to market declines, dating back to 1950.

This white paper examines what portion of a typical invesor portfolio is exposed to 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 & more.

This extensive research 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.

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.

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.

This study provides valuable information and advanced research about mutual funds and ETFs that employ ESG, SRI, and Impact strategies, in order to enable informed conversations and smart investment decisions.

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. Hence, we created The Financial Advisor’s guide to answering client questions as an election looms closer—with downloadable charts and visuals.

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 such as the Covid-19 pandemic.

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.

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.

The millennial generation can often be a mystery. Luckily for the wealth management community, this survey aims to paint a picture of the millennial generation and provide insights into how to better serve it.