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Asset Managers -

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 automatically loaded into the outputs!

Whether comparing funds & SMAs or evaluating an advisor’s portfolio, these new communication outputs will elevate your conversations with clients and colleagues alike.

Take a peek at several example outputs here, and read on below for ideas on how you can leverage the new Comp Table PDFs.

Multi-product Comparison – Funds & SMAs

Portfolio Holdings – Performance & Risk Metrics

Model Portfolio Evaluation – Annualized Performance

To create a PDF from Comp Tables, simply click the “Export” button then select “Download PDF” from the dropdown. The maximum number of columns per PDF is eight. To have your firm logo and custom company disclosures automatically included, reach out to your YCharts Account Manager or support@ycharts.com.

Click to open YCharts Comp Tables

 

Review Advisor-Clients’ Holdings in a Meeting

Create a conversation starter for your next client meeting by assembling a rundown of all their portfolio holdings.

Presenting performance and risk metrics alongside other key information, such as fund expense ratios, sets the stage for any recommendations and gets clients thinking critically about their portfolio composition.

If you have your client’s portfolios loaded into YCharts, simply click “Lists” then “My Lists” in the Security Browser Menu, and select “Model Portfolio Holdings” to quickly call up holdings for any portfolio or strategy.

holdings analysis comp tables pdf

Download VisualClick to view in YCharts

 

Evaluate Portfolios with Custom Time Period Columns

Have better and more productive conversations during advisor meetings by sharing real, tangible insights. Add an advisors’ various model portfolios to Comp Tables, then create custom period columns for important timeframes, such as the 2008 financial crisis, the historic 11-year bull market that followed, and the 2020 covid-19 pandemic recession.

Share a PDF of the analysis to reveal performance and risk insights from market troughs to peaks, and vice versa. These comparisons are more relatable to your clients and are also great conversation starters. Plus, it’s a simple but effective way to align the group around the benefits of adopting your firms’ strategies and product offerings. In Comp Tables, click “Custom Period” in the Metrics menu to create a timeframe-based performance column. 

portfolio comparison with custom periods

View a sample PDF | Click to view in YCharts

 

Compare Funds & SMAs Using Ratios & a Custom Score

Build a comparison table for a group of funds using the factors that are most important to your advisor-clients’ investment selection. Custom Scoring Models, another YCharts feature integrated with Comp Tables, can be added to clearly communicate your top choices from a peer set.

The example below uses popular performance metrics and a custom Total Return Score, in the rightmost column, to compare the Intermediate Core Bond funds category.

Total Returns, Comp Tables, PDF

Download VisualClick to view in YCharts

 

Elevate Your Client Communication and Presentations

Effectively communicating your investment insights is arguably even more important than arriving at those insights in the first place. 

Comp Tables PDFs, along with Fundamental Charts, FINRA-reviewed Portfolio Reports, and Custom PDF Reports enable distribution professionals to expertly share their strategies with clients and prospects, leading to better outcomes and stronger relationships.

 

Connect With YCharts

To get in touch, contact YCharts via email at hello@ycharts.com or by phone at (866) 965-7552

Interested in adding YCharts to your technology stack? Sign up for a 7-Day Free Trial.

 

Disclaimer

©2021 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to: ycharts.com/about/disclosure

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