SMArtX Advisory Solutions Unveils Premier Select Manager List Highlighting Elite Investment Strategies for Q2 2024
2024年7月19日 - 10:08PM
ビジネスワイヤ(英語)
SMArtX’s Enhanced Select Manager List Empowers
Advisors with Top-Tier Investment Choices
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in
managed accounts technology and architect of the SMArtX Turnkey
Asset Management Platform (‘TAMP’), proudly announces the latest
enhancements to its Select Manager List. This meticulously curated
list represents the pinnacle of investment strategies currently
available on the SMArtX platform, identified through an extensive
screening process overseen by the newly appointed Chief Investment
Officer, Dan Phillips, and Chief Investment Strategist Pascal
Roduit.
The Select Manager List, a distinguished offering from the
recently established SMArtX Investment Solutions team, caters to
clients seeking a refined pool of high-performing strategies.
Roduit’s proprietary methodology has refined the selection from
1,350 total strategies currently available on the SMArtX platform
down to 103, split into “Gold” and “Silver” tiers across various
investment categories.
The four-step screening process emphasizes alpha generation over
a peer group benchmark, a positively skewed risk and return profile
distribution, downside and tail-risk management, and consistency of
returns.
“Manager selection is a key element of the investment process,”
said CIO Dan Phillips. “Pascal’s innovative approach ensures our
clients can access strategies that not only generate alpha but also
manage risk effectively and deliver consistent returns."
“We owe our sustained asset growth to our commitment to evolving
with our clients’ needs,” added Jonathan Pincus, CEO of SMArtX.
“Our proprietary strategy selection process is rigorous,
repeatable, and unbiased, instilling confidence in advisors as they
build client portfolios. We continue to innovate, providing
cutting-edge tools and features on our customizable cloud-based
platform and pushing the boundaries of managed accounts
technology.”
Explore the latest additions to the SMArtX Select List.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts
technology provider and manages SMArtX, a turnkey asset management
platform ('TAMP'). SMArtX’s API-first, cloud-native technology
operates within a modular, microservices architecture, providing
clients with a tailored solution catered to their unique
specifications. SMArtX is available as an off-the-shelf TAMP for
advisors seeking a wider selection of investment products and ease
of use while automating the investment processes and simplifying
the everyday tasks of managing client accounts. SMArtX also
licenses its proprietary technology to enterprise firms looking to
create, customize, or upgrade their existing managed accounts
technology as a standalone or fully integrated solution. SMArtX is
the managed account technology and TAMP platform of choice for
multiple RIAs, broker-dealers, asset managers, custodians, and
fintech firms. Learn more at www.smartxadvisory.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20240719361294/en/
Tina Powell Intention.ly for SMArtX smartx@growintentionally.com
201-212-0072