SMArtX Advisory Solutions Releases 1Q2025 Select List

WEST PALM BEACH, Fla., Feb. 18, 2025 /PRNewswire/ -- SMArtX Advisory Solutions, a leading provider of managed account technology, is excited to announce its 1Q2025 Select List award winners. The Select List leverages a proprietary quantitative screening process across four key pillars: Excess return, return asymmetry, downside mitigation and return consistency. The 1Q2025 Select List awarded 43 strategies Gold status and 93 strategies Silver status across 30 categories.

"While we celebrate the work our Manager Solutions team has done to continually bring new strategies on the SMArtX platform – 1,537 and counting – we also recognize how overwhelming it can be for advisors to sort through such a large opportunity set," said SMArtX Chief Investment Officer, and Head of SMArtX Investment Solutions, Dan Phillips, "The Select List serves as a solid foundation, whittling that 1,537 down to 136 strategies that have shown superior performance across a number of metrics over the past five years."

The Select List's "key pillar" approach allows a modular approach to assessing strategy effectiveness. Investment Solutions clients are able to weight the four key pillars based on what is most important to them and their clients (for instance, a heavier weight given to downside mitigation for risk-adverse investors) or rely on the default weights provided by the SMArtX Investment Solutions team.

Jonathan Pincus, SMArtX CEO, added, "At SMArtX, we strive not only to provide the best managed accounts technology but also to offer services that help clients maximize its value. The Select List is one important way we achieve this."

The 1Q2025 Select List can be found here.

About SMArtX Advisory Solutions
SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.

About SMArtX Investment Solutions
SMArtX Investment Solutions provides comprehensive investment support under four key services: Market Strategy, Portfolio Strategy, Market Communications and Portfolio Management – all underpinned by the SMArtX Investment Insights web portal. Market Strategy offers advisors support in running their asset allocation process. Portfolio Strategy guides the selection and combination of investment strategies. Market Communications allows for SMArtX strategy report private labeling and speakers for client events. Portfolio Management comes in the form of BASE Portfolios and other bespoke portfolio management offerings.

SOURCE SMArtX Advisory Solutions