Webinar | Investment Ideas: Positioning Client Portfolios Across Bull & Bear Markets

 

 

 

 

 

The first half of 2020 delivered one of the best AND worst quarters on record, and advisors now face important decisions in order to position client portfolios for continued market volatility. Two leading technology firms, Oranj and YCharts, have partnered to bring you the new Oranj Marketplace Quarterly Report as a quick and easy way to discover new investment options.

Leveraging their investment research tools, YCharts developed a scoring methodology that factors in returns, expenses and risk by Morningstar category to compare funds/securities available in the Oranj Marketplace against other industry leading funds/securities. The result is a succinct list of top performing funds/securities that fast tracks your portfolio allocation decisions.

On this webcast replay, you will hear:
● An overview of YCharts’ scoring methodology.
● Insights from the research results.
● A comparison of two 60/40 portfolios, constructed from top Oranj Marketplace funds/securities and other industry leading funds/securities.

Featuring:
Adam Stolz, VP of Enterprise Sales, Oranj
Rushi Shah, Product Manager, YCharts