New on YCharts: Separately Managed Accounts (SMA) Data

Separately managed accounts (SMAs) can offer investors more transparency, control and strategy customization than mutual funds or exchange traded funds (ETFs). Also called ‘individually managed accounts’ or simply ‘separate accounts’, SMAs are investment vehicles made up of individual holdings and overseen by an asset management firm. Unlike mutual funds or ETFs, separate accounts provide investors … Continued

How to Find and Compare Dividend ETFs

Dividend exchange traded funds (ETFs) are structured to invest in a basket of stocks with above average dividend yields. Because companies that offer the best dividend yields are often large and stable “blue chips,” dividend ETFs can also add balance to portfolios during times of uncertainty. Most strategies that emphasize investment income will incorporate dividends … Continued

Value vs Growth Stocks: Which Is Right for You?

While there’s plenty of debate about value vs. growth stocks, or value funds vs. growth funds, it’s difficult to argue that one is superior to the other, though many have tried. Growth investors look for companies that are yet to reach scale or their full growth potential, and value investors try to identify companies they … Continued

YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

YCharts 101: Account Set Up and Customization

Just like different investing strategies, investment research tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, customizable sales … Continued

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

Feeling unproductive? YCharts aligns advisor teams for better collaboration

In light of fee compression and increased competition, many wealth management firms have a renewed emphasis on operational productivity metrics. Adding in factors such as evolving investor demands and impending retirements can leave advisors feeling like they’re constantly playing defense; however, you might consider an offensively-minded approach to improving firm-wide metrics such as advisor productivity, … Continued

Diversification & US Dominance with Charlie Bilello

FEATURING: CHARLIE BILELLO Q: You’re very active on Twitter but unlike most, you tend to share only facts and data, not opinions. How do you view your own place in the community of investors on Twitter, and the value your content provides investors? A: Like everyone else, I have some strong opinions, but I try … 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