SMArtX Advisory Solutions Reveals Premier Select Manager List for Q2 2024, Showcasing Top Investment Strategies
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology and the creator of the SMArtX Turnkey Asset Management Platform (TAMP), proudly announces the latest updates to its Select Manager List. This curated list highlights the top investment strategies available on the SMArtX platform, identified through a rigorous screening process led by the new Chief Investment Officer, Dan Phillips, and Chief Investment Strategist Pascal Roduit.
“Our proprietary strategy selection process is both thorough and unbiased, offering advisors confidence as they build client portfolios. We’re committed to innovation, providing cutting-edge tools and features on our customizable cloud-based platform and advancing the field of managed accounts technology,” said Phillips.
The Select Manager List, a premier offering from the newly established SMArtX Investment Solutions team, provides a refined selection of high-performing strategies. Roduit’s proprietary methodology has distilled 1,350 total strategies on the SMArtX platform down to 103 top-tier choices, categorized into “Gold” and “Silver” tiers across various investment categories.
The four-step screening process focuses on:
- Alpha generation relative to peer benchmarks
- A positively skewed risk and return profile
- Effective downside and tail-risk management
- Consistency of returns
“Manager selection is crucial to the investment process,” stated Dan Phillips, CIO. “Pascal’s innovative approach ensures our clients access strategies that not only generate alpha but also manage risk effectively and deliver consistent returns.”
“We attribute our continued asset growth to our dedication to adapting to our clients’ needs,” added Jonathan Pincus, CEO of SMArtX. “Our rigorous, repeatable, and unbiased strategy selection process provides advisors with the confidence to build robust client portfolios. We’re committed to continuing our innovation and enhancing our platform’s capabilities.”
Discover the latest additions to the SMArtX Select List.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning provider of managed accounts technology, offering the SMArtX Turnkey Asset Management Platform (TAMP). SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, delivering a customized solution tailored to clients’ needs. Available as an off-the-shelf TAMP, SMArtX facilitates a broader selection of investment products and automates the investment process, simplifying the management of client accounts. SMArtX also licenses its technology to enterprises seeking to create, customize, or upgrade their managed accounts technology as a standalone or fully integrated solution. Trusted by numerous RIAs, broker-dealers, asset managers, custodians, and fintech firms, SMArtX remains at the forefront of managed account technology. Learn more at www.smartxadvisory.com.
