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Asset Managers -

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 End Funds, and UITs.

Want to learn more? Reach out to see how YCharts enables wholesalers to improve their sales process with SMA data.


Using YCharts to find and compare SMAs

YCharts provides access to key data for nearly 10,000 SMAs, from dozens of asset managers, that can be evaluated and compared with powerful research tools and customizable reports.

SMA Quote Pages and Data Coverage

Separate account data on YCharts includes performance, risk, allocation and exposure metrics, plus other SMA attributes like manager tenures, fees, and benchmarks. You also have the ability to drill-down further into SMA holdings with YCharts, further enabling your sales process.

Every SMA Quote Page gives access to key stats, more detailed tabs for Performance, Allocations and Holdings, and the ability to create and download PDF-based SMA reports. See an example quote page for the BlackRock WDP Tactical Equity SMA below:

separately managed account SMA quote page

Click to access SMA Data in YCharts

Custom Reports

YCharts’ Overview and Comparison Reports are sales and conversation enablers that create an engaging, personalized client experience. All Custom Reports are PDF-based, customizable with firm logos and colors, and help you discuss the advantages and suitability of separate accounts with clients and prospects.

A valuable capability, Comparison Reports put two SMAs—or an SMA and a mutual fund or ETF—head-to-head so that you can best position your products in front of clients. See an example below, or access a Sample SMA Report.

separately managed account SMA Custom Report copy

Click to learn more about YCharts Custom Reports

Fund Screener

Just as with mutual funds and ETFs, the YCharts Fund Screener enables you to filter our universe of 10,000 SMAs to build intelligence on your competition. The Fund Screener makes it easy to identify the top SMAs in specific categories, based on size or performance. From there, you can add additional metrics to find ways to differentiate your funds from competitors’.

To help you find opportunities in separate accounts even faster, we’ve added pre-built screens that align with common investment goals. For example, the Growth SMAs screener template automatically finds separately managed accounts with growth tilts, and presents the important metrics for further evaluation. See below:

separately managed account SMA fund screener

Click to view in YCharts

Connect With YCharts

For more info, a product demo, or to trial using SMA data, schedule time with us here, or contact us via email at sales@ycharts.com

If you already have YCharts, contact your Account Manager to request access to SMA Data.

©2020 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to: ycharts.com/about/disclosure

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