SMA Data Now Available on YCharts

Want access to Separately Managed Accounts? Respond below and we'll reach out with more information.

Separately Managed Accounts (SMAs) are structured similarly to mutual funds, but also offer your clients direct ownership of assets, personalization, and several tax benefits.

YCharts now provides access to key data for nearly ten thousand SMAs that can be evaluated and compared with powerful research tools and customizable reports. Data coverage includes performance, risk, allocation and exposure, and SMAs can be filtered in the Fund Screener, compared with customizable PDF reports, and analyzed with several other YCharts tools.

YCharts' SMA dataset will also soon be expanded to include professionally managed model portfolios.

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1200 SMA Screenshot copy