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YCharts Webinars

Our team—often joined by industry thought leaders—shares insights, best practices, and market trends for advisors & asset managers.

Upcoming Webinars


Join Cathie Wood, founder and CEO of ARK Invest, alongside Sean Brown, CEO of YCharts, for a disruptive innovation webinar to assess key trends shaping the market, helping you:

  • Discover the latest trends and advancements propelling the AI, EV, and autonomous delivery sectors forward.
  • Gain invaluable insights into investment strategies and untapped opportunities within these transformative industries, plus performance insights into the top funds of Cathie Wood’s ARK on the YCharts platform.
  • Learn how YCharts’ latest research equips advisors and asset managers with essential resources to analyze, monitor, and capitalize on competitive investment
Tuesday, Apr 16, 2024
2:00 pm ET / 1:00 pm CT
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YCharts University

Every week we review a handful of powerful workflows to help you get the most from YCharts!

Monthly Skill Sessions

Each month our team reviews top use cases & best practices for one tool on the YCharts platform.

Join Lara Crigger, Editor-in-Chief at VettaFi, and Dave Lubnik, SVP of Institutional Sales at YCharts, as they review:

  • The mutual fund & ETF categories that garnered the most investor assets, and which fell out of favor
  • How fund flow data and results seen in Q1 2024 can inform and augment your sales approach going forward
  • The YCharts Fund Flow Reports and how distribution teams use them to build sales strategies
Thursday, Apr 25, 2024
2:00 pm ET / 1:00 pm CT
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In this webinar, YCharts joins Redtail to:

  • Explore how to seamlessly import portfolio data from Redtail to YCharts.
  • Uncover popular portfolio optimization tools and portfolio-building workflows to supercharge your analysis across both platforms.
  • Highlight powerful integration features for elevating your proposal generation, client communication, and more!  Subscription when you sign up for this event!
  • Highlight powerful integration features for elevating your proposal generation, client communication, and more!
Tuesday, Apr 30, 2024
1:00 pm ET / 12:00 pm CT
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YCharts

See YCharts in action with the help of a product expert.