Alignment and Efficiency: 3 Ways YCharts Helps Wholesalers Collaborate

In light of fee compression and increased competition, many asset managers have a renewed emphasis on improving productivity and efficiency among distribution teams. As investor demands evolve and advisors become increasingly hard to reach, wholesalers may feel like they’re constantly playing defense; however, an offensively-minded approach could lead to more AUM and profitability by focusing … Continued

Quickflows: A portfolio, stock and mutual fund comparison tool

Quickflows leverage YCharts’ already powerful tools and data to conduct higher quality research, and in less time. The portfolio, stock, and mutual fund comparison tool draws on best practices of experienced YCharts users, condensing highly impactful workflows into single-click efforts via an easy-to-use and always-handy menu. We know that for investors and advisors, time is … Continued

How To Avoid Distributions and Build Tax Efficient Portfolios

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As an advisor, you’re tasked not only with helping your clients manage their investments, but also managing the tax implications of gains and losses from those investments. … Continued

How To Find the Best Mutual Funds

When putting together an investment portfolio, whether for yourself or on behalf of a client, fund selection is a pivotal exercise. Firstly, what is a mutual fund? Put plainly, a mutual fund is a pool of money from many investors that a fund manager(s) invests in stocks, bonds, and other securities. Investors buy shares of … Continued

4 Ways Wholesalers Use YCharts to Increase AUM

With intuitive, powerful tools and data coverage for more than 40,000 mutual funds and ETFs, YCharts enables internal and external wholesalers, plus product and portfolio teams, to develop strategies and expertly demonstrate their funds’ value to advisor partners. Firms such as John Hancock and Thornburg Investment Management have incorporated YCharts into their sales processes because … Continued

Tax-Loss Harvesting Made Simple with YCharts

Tax-loss harvesting is a process, usually conducted annually, whereby investors seek to limit their portfolios’ capital gains taxes. Assuming you sold investments for a capital gain at some point in the year and will owe taxes on those gains, you may choose to sell other investments at a loss and offset the taxable income made … Continued

Expert Tips: Comp Tables

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Save & Share Data Tables Summary Stats Tax Cost Ratio Show Performance Through ’08 Recession Analyze Model Portfolios in … Continued