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SMArtX Advisory Solutions Releases Q2 2026 Select List

On June 8, 2026, SMArtX Advisory Solutions, known for its advanced managed account technology, announced the release of its Select List for the second quarter of 2026. This list serves as a crucial resource for advisors by highlighting investment strategies that have demonstrated exceptional performance in diverse market conditions.

The Select List was meticulously crafted through SMArtX’s unique quantitative screening process. This proprietary methodology identifies strategies capable of generating returns exceeding a designated benchmark while maintaining a balanced downside risk. Four key metrics—Excess Return, Risk/Return Asymmetry, Active Tail Risk, and Return Consistency—are utilized to evaluate and rank the various investment strategies effectively.

Pascal Roduit, Chief Investment Strategist at SMArtX, emphasized the importance of this tool: "Advisors and their clients need an unbiased framework to review and identify investment products that are likely to increase the chances of capturing strong risk-adjusted returns into the future. The select list is designed to be that solution."

Highlights of the Q2 2026 Select List

The Q2 2026 Select List features a selection of 109 strategies, with 49 strategies achieving Gold status and 60 receiving Silver status across 33 different categories. This curated array simplifies the decision-making process for advisors, offering them a clearer pathway through approximately 2,500 strategies available on the SMArtX platform.

Advisors can now more easily discern which strategies align with their clients’ investment goals, enabling them to make informed decisions that enhance the potential for future success.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is recognized for its award-winning Unified Managed Account (UMA) technology, provided through a cloud-native platform characterized by a modular, microservices architecture. The firm caters to registered investment advisors (RIAs), asset managers, custodians, and fintech companies by automating essential aspects like trading, billing, and investment distribution. The solutions offered can function independently or as integrated modules, optimizing operational workflows, promoting growth, and modernizing managed account frameworks.

Conclusion

The release of the Q2 2026 Select List by SMArtX Advisory Solutions marks a significant step forward in enhancing the tools available for investment advisors. By applying data-driven insights to navigate the complexities of modern investing, advisors are better positioned to achieve favorable outcomes for their clients in an ever-evolving market landscape. The complete Select List is currently accessible for download from the SMArtX website, encouraging all advisors to leverage this exhaustive resource to enhance their investment strategies.