YCharts

Financial advisors are bracing for the impact of capital gains distributions on client portfolios. With YCharts' new Cap Gains Valet dataset (❗), distribution teams can get a competitive edge by discovering the funds most likely to distribute significant capital gains. Some other workflows this dataset can enable include: 🔍 Identifying top capital gain distributors to proactively position against them  📉 Overlaying Cap Gains data with fund flow metrics to pinpoint funds experiencing high outflows and significant tax liabilities. ✨ Leveraging Quick Extract for streamlined portfolio analysis, both with and without your strategy.  🤝 Combining the dataset with YCharts' powerful point-of-sale features to strengthen advisor relationships and help them manage tax impacts effectively. 📚 Educating advisors on the tax efficiency of your strategy compared to existing ones in their model. Check out all the ways you can use the Cap Gains Valet dataset in the latest edition of the Asset Management Pulse ⤵️ #capitalgains #taxes

With inflation steadily approaching the Fed’s 2% target, our latest research takes a closer look at how different asset classes performed when CPI ranged between 1.9% and 2.9% from July 1996 to July 2024. Here’s what we found 🔍 📈 Equities lead the way, 📉 bonds lag behind 👉 Emerging Markets & Russell 2000 Growth: +15% avg return 👉 S&P 500, Russell 1000/2000, World ExUSA, Real Estate: Double-digit gains Get the full breakdown in our latest September Market Wrap ⤵️

Meet Kara Hughes, VP of Marketing at YCharts ❤️ Kara shares a bit about her career journey, motherhood, and experience working at YCharts below ⬇️ What inspired you to pursue your current career path, and how has your journey evolved since you started? “My journey began with studying marketing at Miami University, followed by a role in operations at a large bank. A few years later, I transitioned into fintech as a Sales Development Rep, which gave me a solid foundation in both sales and marketing and their impact on growth. Soon after, I took on a role as YCharts’ solo marketer and am now the VP of Marketing, leading a talented team of 8 and driving demand generation, product marketing, and sales enablement.” Can you share a project or accomplishment that you are particularly proud of, and what impact it had on the team or company? “I’m particularly proud of how much our small team is able to achieve across a wide range of initiatives. From content and product marketing to demand generation and influencer marketing, we manage to cover a lot of ground. The impact has been meaningful too—we’ve seen award-winning growth eight years in a row, a streak accomplished by fewer than 1% of companies on the Inc. 5000 Fastest Growing Private Companies list.” How do you balance your professional responsibilities with personal life, and what strategies do you use to maintain well-being? “As a newer mom, balancing my professional and personal life means embracing new opportunities while making sure everyone is well supported. I find that having something to look forward to—like a vacation or time for regular workouts—keeps me energized and motivated, allowing me to give my best in both roles.” Who has been a mentor or role model for you in your career, and what valuable lessons have you learned from them? “My aunt has been a mentor in my life. When she hired me as an intern, she led a team of a few hundred people. She taught me the importance of a strong work ethic, fostering teamwork, and leading by example. Her influence has shaped my own leadership style, helping me focus on empowering others while working hard toward shared goals.” What advice would you give to other women looking to advance or enter careers, especially within our industry? “My advice to women looking to advance or enter careers in our industry is to find what excites you each morning and pursue it wholeheartedly. Don’t hesitate to throw your name in the ring for new opportunities, and never back away from challenges that could be stepping stones to growth or key learning experiences. Most importantly, embrace your perspective, and know that you have the power to drive innovation and success in this field.” Thank you, Kara, for sharing your story with us! PS: YCharts is hiring! If you’re interested in joining their amazing team, apply here- https://lnkd.in/ge5_SmvR

🚨New Dataset Alert: Cap Gains Valet metrics are now in YCharts! With this game-changing add-on, you can pinpoint potential capital gains for mutual funds in your clients' portfolios—making tax planning smarter and easier than ever. 🔍 Find tax-efficient replacements to reduce liabilities 🔄 Spot funds likely to trigger significant capital gains taxes 📊 Optimize portfolios and models in preparation for distributions 🤝 Build stronger client relationships by proactively addressing tax implications Say goodbye to tax surprises and streamline your tax planning workflow: https://hubs.la/Q02SX2sf0

🚀 YCharts is heading to Money Management Institute’s 2024 #MMIAnnualConference! Want to win advisor meetings and grow AUM like thousands of other asset managers using YCharts? Here’s how: 💼 Nail advisor meetings with fast, persuasive fund comparisons 📊 Stay in sync with team-wide Dashboards & real-time insights 📈 Transform data into impact with interactive factsheets. Connect with us to see why 100% of wholesalers recommend YCharts.

New features on #YCharts: 📊 Quick Extract makes importing prospect and client portfolios faster and easier with seamless support for multiple file types 📉 Correlation Matrix Tab provides an intuitive heat map view to visualize holdings correlations or compare them across peers on fund and portfolio pages 📈 Upside/Downside Capture Ratio Module helps assess investment performance relative to benchmarks, offering insights across multiple lookback periods Discover all the details in our September Product Update ➡️ https://hubs.la/Q02S8WDv0

📢YCharts is live at the Aligned Capital Partners Conference! Ready to level up your client conversations and grow your AUM? Connect with João Chavira and explore how YCharts Proposals can help you: ✅ Deliver clear, actionable investment insights ✅ Create custom presentations that truly captivate ✅ Break down complex data to build trust and strengthen relationships But don’t just take our word for it—here’s what Ben Peters, JD, CFP®, Chief Compliance Officer at Burton Enright Welch, has to say: "YCharts allows us to explain our investment ideas and back them up with data. Customizing reports with fresh data and a professional look has been a game-changer in our client communication."

With inflation steadily approaching the Fed’s 2% target, our latest research takes a closer look at how different asset classes performed when CPI ranged between 1.9% and 2.9% from July 1996 to July 2024. Here’s what we found 🔍 📈 Equities lead the way, 📉 bonds lag behind 👉 Emerging Markets & Russell 2000 Growth: +15% avg return 👉 S&P 500, Russell 1000/2000, World ExUSA, Real Estate: Double-digit gains Get the full breakdown in our latest September Market Wrap + Slide Deck: https://hubs.la/Q02R_l6y0

Are your client conversations really hitting the mark?🤔 Our latest research shows only 64% of advisor discussions are truly understood by clients or prospects… YCharts Proposals is here to change that. Connect with Benjamin Zweig at Harbourfront Wealth Management’s Harbourfront Conference and discover how YCharts empowers you to: ✅ Differentiate your strategy with crystal-clear insights ✅ Wow clients with custom-tailored presentations ✅ Break down complex topics and strengthen relationships Let us help you win your next client🚀

In August, value ETFs took the lead as investors pivoted toward defensive sectors. What’s fueling the move? Recession fears, late-stage bull market worries, and changes in Fed policy are pushing investors to diversify before the next big shift. The Fed’s 50bps rate cut helped cool inflation (for now), but the bigger question is: Will price stability hold? 🤔 Discover what this means for your portfolio: https://hubs.la/Q02RRlvw0