Introducing Quickflows: Better investment research in record time

Quickflows leverage YCharts’ already powerful tools and data to conduct higher quality research, and in less time. Drawing on best practices of experienced YCharts users, Quickflows condense 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 a scarce supply. While you may have … 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

Economic Update — Reviewing Q4 2019

Ebbs and flows in the macroeconomy can often lead to tides of change for different sectors, industries, and public companies. Investors, especially those with longer time horizons, look for insights in economic data released by research companies and government agencies to make strategic adjustments to their portfolios. For that reason, YCharts collects and makes available … Continued

How To Create Better Touchpoints with Clients

While Henry Ford famously told Model T buyers, “you can have any color as long as it’s black,” today’s consumers expect a lot more when it comes to customer service, and especially personalization. If you’re a Netflix subscriber, you’ve probably enjoyed the personalized recommendations for new TV shows and movies that are similar to the … Continued

A Recession-Free Decade with Michael Antonelli

FEATURING MICHAEL ANTONELLI, AKA @BullandBaird Q: Can you tell us about Baird and what you do there? A: Baird is a financial services company that serves institutional and private wealth clients, and manages $150 billion in assets. As a Market Strategist, I communicate with our clients about our firm’s perspectives on the markets. On my … 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. Investors buy shares of mutual funds to gain exposure to a large pool of individual stocks, to access a fund manager’s proprietary strategy, and/or to take advantage of the diversification benefits that funds can … 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

How Ben and Michael use YCharts against Noobwhales

When it comes to finance and investing podcasts, Animal Spirits stands out as one of the most insightful and entertaining shows we listen to.  Part of what makes the podcast so appealing is how Michael Batnick and Ben Carlson, the show’s co-hosts, poke holes in the claims of investing talking heads and Twitter trolls. Noobwhales, … Continued

The Earnings Season Playbook

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, EPS and revenue, excitement and uncertainty all combine for a dizzying few weeks. Don’t get us wrong, it’s important information. Whether it’s a huge swing or a minor movement, earnings announcements make more information available … Continued

Expert Tips: Fundamental Charts

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: View Charts in New Design Fed Funds Target & Effective Rates Charting EPS Estimates vs. Actuals Overlay Recessions  Short … Continued