Webseite:YChartsInhalt
(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':newDate().getTime(),event:'gtm.js'});varf=d.getElementsByTName(s)[0],j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src='/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);})(window,document,'script','dataLayer','GTM-KHF6SRC');varviewport=document.querySelector('meta[name=viewport]');if(viewport){varminWidth=700;if(screen.widthSkiptocontentSolutionsForAdvisorsForEnterpriseForAssetManersForIndividuals&EducatorsSuccessStoriesPlatformToolsProposalsIntegrationsDataComplianceAboutAboutUsCareersPlansSubscriptionTiersCustomerServiceResourcesWebinarsBlogDecks&WhitePapersYoutubeNewsroomLoginGetStarted—FreeTrialSmarterinsights.Betterconversations.Strongergrowth.Apowerful,flexible,andtime-singplatformempoweringgrowthforbothyourclients&yourbusiness.ScheduleaConversation“...areallyelegantwaytomonitorourportfolios.YChartshasdemonstrateditsvaluemultipletimesinhelpinguscommunicatewithclients.”BenPeters,BurtonEnrightWelch“...atoolthatliveswithineveryadvisor'scomputerthat,inessence,providesareal-timeportalintoIntegrated'sportfolios.”Dr.RobBrownPhD,CFA-IntegratedFinancialPartners“...withYCharts,we'reabletobetterputourinvestmentsolutionsinthecontextofthemarketsinawaythatworksforpeopleonthego.”JeffDuckworth-JohnHancockInvestmentManementStreamliningyourresearch&clientcommunicationEnterpriseSolutionstoboostproductivity,compliancebest-practices,andaccesstofirmmodels.AdvisorsCustomproposals,portfolioanalytics,andtime-singworkflowsformoreefficientAUMgrowth.AssetManersSalestoolsthathighlightfundfamilystrengths&boostwholesalerproductivity.Individuals&EducatorsProfessional-gradetoolsforself-guidedinvestors&investingeducation.SeehowYChartshelpsyou&yourclientsreachnewgoals.Proposals&Client CommunicationsCustomizemeetingmaterials&salescollateraltotellastory,buildunderstanding,andmaintainmomentumthroughoutprospect&clientmeetings.PRPSLRPRTSProposalslearnmoreAcquireClients&GrowAUMPortfolioConstructionOptimizeportfolioholdings,allocations&exposurestomeetandexceedclientgoals.Testhypotheticalreplacementsandcontributionscenariosforongoingimprovement.MDLYChartsPORTModelPortfolioslearnmoreCreYChartsate&ShareInsightsResearch&AnalysisAddefficiencytoresearchworkflowswithpre-builtcomparisontables,charts&screens,andinvestmentanalysistoolsYChartsbuiltforwealthmanementusecases.CHARTINGFundamentalChartslearnmoreResearchSecuritiesMarket&PositionMonitoringAlignyourwholeteamaroundmarketandeconomicdata,keyholdings,andapprovedresearchlists.Shareupdateswithyourclients&yourteam.DASHBRDDashboardlearnmoreLeadAdvisorTeamsWhichbestdescribesyourfirmoryourrole?Answerafewquestionsandwewillfindyoutheperfectsolution.What’syourprimarygoal?Answerafewquestionsandwewillfindyoutheperfectsolution.AdvisorAssetManerWinningnewbusiness&growingAUMSettingupopportunities&preparingourteamLeading&scalingatop-performingdistributionteamCreating&maningmarket-leadingfundstrategiesAcquiringclients&growingAUMCreating&maningthebestinvestmentportfoliosAbitofeverything...Iwearalotofhats!Supporting&leadingadvisorteamsSeewhatYChartscandofor you.Start7-dayfreetrialHowwethinkViewblogAssetManersDec.23,2024AppetiteforCreditRiskGrowsAcrossETFs&MutualFundsinNovember2024InvestorscontinuedtoallocateassetsacrossvariousassetclassesinNovember2024,withMoneyMarketfundsleadingthepackain,drawinginanimpressive$148.4billion.EquityandFixedIncomefundsalsohadstrongshowings,securing$75.9billionand$38.2billion,respectively,underscoringtheirenduringappealamidadynamicmarketenvironment.Aswe’llexplorefurther,…ReadMoreAdvisorsDec.18,2024TheBestPerformingStocksof2024Earlierthismonth,wehostedaconversationwithJoshBrownontrendsshaping2025andayearendstrategysessionwithCharlieBilello,ChiefMarketStrategistatCreativePlanning.Inthespiritofyear-endrecapsandclosingout2024,thispostcoversthebest-performingstocksof2024withineachoffivemajorindices:Eachsection…ReadMoreProductDec.9,2024YChartsMonthlyProductUpdate:November2024AtYCharts,westrivetobebest-in-classwhenitcomestoprovidingthetoolswealthmanementprofessionalsneedtodelivergreatresultsfortheirclients.YChartshasgrownintoanall-in-oneplatformforinvestmentresearchandclientcommunication.Ourguidingprinciplehasalwaysbeentocreatesoftwarethatelevatesandenablesourclients’goals–…ReadMoreAdvisorsDec.6,2024TheS&P500JustCrossed6,000.What’sNext?TheS&P500tookoverheadlinesonaMondayinmid-Novemberwhenitclosedabove6,000pointsforthefirsttime.DownloadVisual|ModifyinYCharts|ContactUstoAccessThisChartFromhumblebeginningsatjust16.66pointsinJanuary1950,thewidely-followedbenchmarkindexhastreledfarinthealmost75…ReadMoreTalktooneofourexperts.ReachoutforapersonalizeddemowithaYChartsproductspecialist.RequestaDemoPoweringtheinsightsandconversationsthatdrivefinancialgoalsanddreams.CompanySupportCareersNewsroomContactLeadershipLegalStatusDisclosurePrivacyPolicyTermsofUseSecurityContactUs350NLaSalleStSuite600,Chico,IL(866)965-7552hello@ycharts.comLinkedinYoutubeTwitterInstramFacebook©2024 YChartsInc. AllRightsReserved!function(f,b,e,v,n,t,s){if(f.fbq)return;n=f.fbq=function(){n.callMethod?n.callMethod.apply(n,arguments):n.queue.push(arguments)};if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';n.queue=[];t=b.createElement(e);t.async=!0;t.src=v;s=b.getElementsByTName(e)[0];s.parentNode.insertBefore(t,s)}(window,document,'script','connect.facebook.net/en_US/fbevents.js');fbq('init','');fbq('track','PeView');window.dataLayer=window.dataLayer||[];functiongt(){dataLayer.push(arguments);}//NOTE:(1/18/2024)GoogleAdsrequiresconsenttocollectdata.WeneedthissetupsinceweareusingCookieYes//asourcookieconsentmaner.Weareusingthe"wait_for_update"optiontodelayuntiltheCookieYes//consentmanerisloaded.//SeeDocumentation:developers.google.com/gtjs/devguide/consent//EuropeanDefaultConsentgt("consent","default",{ad_store:"denied",ad_user_data:"denied",ad_personalization:"denied",analytics_store:"denied",wait_for_update:2000,region:["AT",//Austria"BE",//Belgium"BG",//Bulgaria"HR",//Croatia"CY",//Cyprus"CZ",//CzechRepublic"DK",//Denmark"EE",//Estonia"FI",//Finland"FR",//France"DE",//Germany"GR",//Greece"HU",//Hungary"IE",//Ireland"IT",//Italy"LV",//Latvia"LT",//Lithuania"LU",//Luxembourg"MT",//Malta"NL",//Netherlands"PL",//Poland"PT",//Portugal"RO",//Romania"SK",//Slovakia"SI",//Slovenia"ES",//Spain"SE",//Sweden"GB",//UnitedKingdom],});gt("set","ads_data_redaction",false);gt("set","url_passthrough",true);gt('set','linker',{'domains':['ycharts.com','get.ycharts.com']});gt('js',newDate());gt('config','AW-00');gt('config','G-29JVRYKWPW',{'linker':{'accept_incoming':true}});//NOTE:(9/1/2022)GoogleUniversalAnalyticswillstopcollectingdatainJuly,2023.//support.google.com/analytics/answer/gt('config','UA--1',{'dimension1':'No','dimension2':'No',});var_comscore=_comscore||[];_comscore.push({c1:"2",c2:""});(function(){vars=document.createElement("script"),el=document.getElementsByTName("script")[0];s.async=true;s.src=(document.location.protocol==":"?"sb":"httpb")+".scorecardresearch.com/beacon.js";el.parentNode.insertBefore(s,el);})();window.hsConversationsSettings={loadImmediately:false};_linkedin_partner_id="";window._linkedin_data_partner_ids=window._linkedin_data_partner_ids||[];window._linkedin_data_partner_ids.push(_linkedin_partner_id);(function(){vars=document.getElementsByTName("script")[0];varb=document.createElement("script");b.type="text/jascript";b.async=true;b.src="snap.licdn.com/li.lms-analytics/insight.min.js";s.parentNode.insertBefore(b,s);})();.cky-consent-container{width:85%!important;}$('.quotes').slick({infinite:true,slidesToShow:1,dots:true,arrows:false,fade:true,cssEase:'linear',autoplay:true,autoplaySpeed:2000,});$('.hero-carousel').on('init',function(slick){slick.target.dataset.current='00';});$('.hero-carousel').slick({infinite:true,slidesToShow:1,dots:false,swipe:false,arrows:false,vertical:true,cssEase:'ease-in-out',autoplay:true,autoplaySpeed:3000});$('.hero-carousel').on('beforeChange',function(event,slick,currentSlide,nextSlide){slick.$slider[0].dataset.current=slick.currentSlide+1{el.addEventListener('click',function(){if(index===0){document.querySelector('#quizRole2').classList.remove('hidden');}else{document.querySelector('#quizRole1').classList.remove('hidden');}document.querySelector('#quizQuestions').classList.toggle('hidden');document.querySelector('#quizStep1header').classList.add('hidden');document.querySelector('#quizStep2header').classList.remove('hidden');});});//RedirecttoappropriateURLwhenuserselectsfinalquizanswerdocument.querySelectorAll('#quizRole1.card-quiz,#quizRole2.card-quiz').forEach((elt)=>{elt.addEventListener('click',function(){window.location.href=elt.getAttribute('data-redirect');})})