Fund Flows Review: August 2021

Welcome to the first edition of Fund Flows Review from YCharts, a monthly series in which we’ll use asset flows to better understand market trends and momentum. As always, feel free to download and share any visuals with clients and colleagues, or on social media.  Watch our key takeaways from mutual fund and ETF flows … Continued

Use Client-Friendly Comp Table PDFs to Compare Funds & SMAs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Best of all, you can now have your company logo and custom disclosures … Continued

Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … Continued

Free Download: Breaking Down ESG & SRI Funds

Are you hearing from clients about investment strategies like Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), and Impact Investing? In our latest research report, we share valuable information and advanced insights about mutual funds and ETFs that employ ESG, SRI, and Impact strategies. Our findings help ensure that advisors, asset managers, and their … Continued

September Slump Cools Investor Expectations: Fund Flows in Q3 2020

While the COVID-19 pandemic drove both equity and fixed income lower in the first quarter of 2020, a broad recovery took hold in the second and third quarters. Similarly, mutual fund flows continue to move toward bonds in record numbers. The chart below shows that through the end of Q3 2020, the S&P 500 Total … Continued

Where Are Investors Placing Recovery Bets? Reviewing Fund Flows in Q2 2020

In the first quarter of 2020, the covid-19 pandemic impacted both equity and fixed income markets, with the S&P 500 Total Return (^SPXTR) down 19.6% and the Bloomberg Barclays US Aggregate (^BBUSATR) 3.2% higher through the end of Q1. However, it’s been a different narrative since the market bottomed-out in the final weeks of March. … 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

How Do Investors React in a Crisis? Fund Flows Might Hold The Answer

Despite the best efforts of Wall Street analysts and market commentators, the fates of the US economy, stock and fixed income markets are largely unknown. More than anything, investors are looking for answers. When uncertainty about the future is high, as it is now, forecasts and estimates can be given only so much weight. To … 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