[NEW!] SMA Data on YCharts:

Explore & Expand Your Research Capabilities with Separately Managed Accounts

We're excited Separately Managed Accounts have been added to the YCharts platform, providing advisors with a centralized, researchable database of nearly 10,000 SMAs from dozens of asset managers.

In this webinar, our Product Manager, Rushi Shah, will help you understand what SMAs are, which investors they’re best for, and how they can fit into your investment strategies; use PDF Reports to compare SMAs against each other, other funds, and portfolios; and Integrate the [NEW!] comprehensive SMA data set into your analyses and learn new workflows across several YCharts tools.