YCharts

New features on #YCharts: 📊 Gain deeper insights with the Batting Average metric to gauge how often a security outperforms its benchmark over various lookback periods 📃 Collaborate more efficiently with shared Portfolio Optimizer results by designating access permissions across team members 🔗 Streamline user management with Admin Share Groups to create, manage, and assign roles independently Discover all the details in our August Product Update ➡️ https://hubs.la/Q02NY4zY0

The countdown to the September FOMC meeting is on, and the market is buzzing 📅 Will the Fed opt for a 25 bps cut, or go bold with 50 bps? Join Charlie Bilello on September 12th @ 2PM ET / 1PM CT as we dive into how past Fed decisions have shaped the market—and how you can use this insight to sharpen your strategies, prepare for any scenario, and position your clients for success. Save your seat to learn how to turn uncertainty into opportunity ➡️ https://hubs.la/Q02NR39C0

Headed to Carson Group’s 2024 #ExcellRepresent? Connect with us next week at the event to find out why we clinched "Best Value" at the 2022 Excell Advisor #TechAwards and how we’re empowering Carson advisors with: ⚡ Streamlined model delivery processes for peak efficiency 🔗 Scalable, consistent workflows that boost team collaboration 🚀 Faster decision-making to focus on what matters—personalizing client experiences! Visit our booth and discover how YCharts can transform your practice💪 #Excell2024

With the 2024 presidential election just two months away, how are you preparing to tackle your clients' biggest concerns about their portfolios? 🔍 Historical analysis of the #VIX (AKA the “fear index”) across eight election cycles since 1992 reveals a clear trend: volatility spikes in September, peaks just before Election Day, and typically cools off as Inauguration Day nears. The takeaway? Client anxiety might rise in the short term, but history shows these market storms often pass once the election dust settles. Get the full breakdown in our latest August Market Wrap + Slide Deck: https://hubs.la/Q02NNSCh0

When political uncertainty looms, clients need clear, quick answers. They need data that cuts through the noise and visuals that speak volumes. Samantha Russell of FMG joined us to dive into YCharts' Election Guide, sharing expert communication strategies for using our data-driven visuals to keep your clients informed and focused, whether on social media, via email, or in face-to-face meetings. Don't let your clients get swayed by headlines—watch the replay to empower them to stay committed to long-term investment strategies ➡️ https://hubs.la/Q02NnY560

YCharts is #hiring for a Product Marketing Manager. Know anyone who might be interested? Please feel free to send me a message! 📈 #bestplacestowork #chicagojobs

Active equity ETFs are making headlines in 2024, capturing nearly 25% of all equity ETF inflows despite representing just 6% of total equity ETF AUM. 🚀 One standout ETF's AUM has soared by over 75% this year, with 2024 inflows making up more than 30% of its total assets. 🚀 Another has seen its AUM surge 200x and a 22x rise in RIA adoption. Want to know which active strategies are driving this trend among RIAs? Dive into the full analysis in collaboration with AdvizorPro: https://hubs.la/Q02N13n90

📣 LAST CHANCE! Tomorrow at 2PM ET/1PM CT, join us to explore how our NEW Broadridge Wealth Aggregation Platform integration unlocks advanced capabilities for: ✅ Streamlined portfolio management solutions ✅ Data connectivity and consistency across teams ✅ Supercharged client communication Save your seat to discover how this integration is not just a game-changer, but a growth accelerator for advisors ➡️ https://hubs.la/Q02MT7Qs0

The real election question.. Would you vote for Sean Brown or Me (Samantha Russell) for President of Live Events & Webinars? About us (so you can make your vote)! 👇 👩💻 Samantha: Mother of 3. Cappuccino in the morning. Prosecco at dinner Cleveland born and raised Miami of Ohio Grad Penn State Nittany Lions Fan 👨💻 Sean: Father of 2 Chicago born and raised Die-Hard Cubs & Fighting Irish Fan Moscow Mule if it's cocktail hour University of Notre Dame (BBA) & Stanford (MBA) 😂 anddddd Just kidding. It's a trick question. You don't have to vote for either of us --- you can have us BOTH! TODAY at 2 PM Eastern, Sean and I will be hosting a LIVE event to kick off the YCharts Advisor Election Communications Guide We'll be debating the best way to communicate with clients during the election season (talk about it? Don't talk about it? What's best?!) Even if you cannot attend, register and you'll get: 1. Amazing charts and visuals from YCharts that you can use with clients 2. Social media posts I wrote that you can post to your feed (edit first if you like!) 3. A Pre-written email with a Ycharts visual that you can send to clients and prospects Sign up here so you get the goods: https://lnkd.in/eZSiMwjX Susan Theder Kara Hughes Tania Hollander Karissa Hinton Elise L. Scott White

Even though they make up just 6% of total equity ETF AUM, active equity ETFs snagged nearly 25% of all inflows by July. And in the past year, they’ve captured more than 20% of total equity ETF flows💥 The story is the same for Fixed Income—of the $34.8B that flowed into Fixed Income ETFs in July, a staggering $9.7B (28%) came from active strategies🚀 More in our latest July 2024 Fund Flows Report + Deck ➡️ https://hubs.la/Q02MJFRT0