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The Daily Brief

YCharts Unlocks SMA Data

The investing intelligence firm is adding information from thousands of Separately Managed Accounts.

YCharts is adding Separately Managed Accounts (SMAs) to its database, according to a company blog. The new, researchable data adds “nearly 10,000 SMAs from dozens of asset managers,” according to the announcement. 

The new SMA data includes standard metrics, like those around risk, performance and allocation, as well as attributes on manager tenures, fees and benchmarks. Users can evaluate SMA holdings and compare SMAs or an SMA against a mutual fund or ETF, too. 

YCharts expects to supplement its SMA data with information from professionally-managed model portfolios in the future, but did not indicate when that would happen.

In August, the firm published the results of an advisor sentiment survey called Coronavirus, Third-Party Models & In-house Portfolio Management and regularly provides other research via its blog. In March YCharts added a new data feed for tracking the spread of COVID-19 in 148 countries and allowed an advisor to pair that data with that of any portfolio, and evaluate portfolio performance as it relates to the spread of the virus.

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