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SMArtX Advisory Solutions Launches Q1 2026 Select List

In a significant update released on March 2, 2026, SMArtX Advisory Solutions, known for its innovative approach to managed account technology, unveiled its Q1 2026 Select List. This distinguished list highlights investment strategies that have demonstrated exceptional capabilities in adapting to a variety of market conditions.

The recent enhancements to the Select List aim not only to broaden the scope of top-performing strategies but also to preserve the integrity and scale of the selection process. Notably, the threshold for firm-level assets under management (AUM) was lowered from $500 million to $250 million. This change allows a more diverse array of managers to compete for a spot on the Select List, therefore promoting inclusivity in the investment community.

Additionally, the introduction of a quantitative x-score cap set at 1.10 for each relevant peer group further refines the selection criteria. While strategies achieving scores below this cap remain eligible for ranking, those meeting or exceeding it will be excluded from consideration. All other established eligibility standards have been retained to ensure comprehensive evaluation.

The SMArtX Select List employs a proprietary, data-driven screening methodology, meticulously crafted to highlight strategies with the highest potential for delivering excess returns against established benchmarks while managing downside risk. This structured approach leverages four key quantitative metrics: Excess Return, Risk/Return Asymmetry, Active Tail Risk, and Return Consistency. By assessing these metrics, advisors and clients can make informed decisions regarding their investment choices.

Pascal Roduit, Chief Investment Strategist at SMArtX, stated, "Advisors and their clients require an impartial framework to evaluate and select investment products that enhance the likelihood of achieving robust risk-adjusted returns in the long term. The Select List is precisely designed to fulfill that requirement."

Highlights from the Q1 2026 Select List

The Q1 2026 Select List features a total of 105 strategies, which have been meticulously curated into two categories based on performance ratings: 48 strategies have achieved Gold status, and 57 strategies have been awarded Silver status across an expansive 33 categories. This comprehensive compilation serves as a crucial resource for financial advisors, streamlining the often complex process of strategy selection from a vast pool of over 2,500 strategies currently available on the SMArtX platform.

With the release of this groundbreaking list, financial advisors and their clients gain access to a valuable tool that not only simplifies decision-making but also enhances their chances of securing superior investment outcomes across an array of market scenarios. The complete Q1 2026 Select List is readily accessible to the public and can be downloaded directly through the SMArtX platform.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is at the forefront of delivering award-winning Unified Managed Account (UMA) technology. Utilizing an API-first, cloud-native platform underpinned by a modular, microservices architecture, SMArtX serves a diverse range of clients including Registered Investment Advisors (RIAs), asset managers, custodians, and financial technology firms. By automating processes related to trading, billing, and investment distribution, SMArtX’s platform offers scalable solutions that optimize operational efficiency, accelerate growth, and modernize the managed accounts landscape.