Evaluating Emerging Market Funds with YCharts

All advisors seek to maximize their clients’ returns, but emerging market funds may feel like uncharted waters when looking to boost a portfolio’s performance. Bigger risks can lead to bigger rewards, and emerging economies’ pace of growth and market inefficiencies offer potential for higher returns. These inefficiencies are due to a lack of analyst coverage, … Continued

Making Tax-Loss Harvesting Easy with YCharts

As year-end approaches, nearly every advisor is thinking about taxes for their clients; how to harvest losses and maximize after-tax returns. With YCharts, help advisors think through their tax-loss harvesting process, making sure it is efficient and collaborative.  First, use YCharts Comp Tables to identify a portfolio’s losers — which funds have sold off this … Continued

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 … Continued

How to Find the Best Bond ETFs for Client Portfolios

Many of us first encountered fixed income not through bond ETFs, but through the physical savings bonds that were gifted to us as kids (thank you, Aunt Judy). Albeit bond ETFs and savings bonds are a bit different, advisors know fixed income’s consistent payments and low correlation to stocks are a vital part of any … Continued

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