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SMArtX Advisory Solutions Unveils Q3 2025 Select List

On September 26, 2025, SMArtX Advisory Solutions, a top provider in managed account technology, announced the launch of its Q3 2025 Select List. This carefully curated list showcases an impressive array of investment strategies that have excelled in navigating challenging market conditions.

The Importance of the Select List

The SMArtX Select List reflects a rigorous and systematic approach to investment strategy selection. Utilizing a proprietary quantitative screening process, the list aims to identify strategies that demonstrate an exceptional ability to generate excess returns relative to their risk profile. Advisors and their clients can rely on this tool as an objective means to select investment products that are positioned to deliver strong risk-adjusted returns.

Pascal Roduit, Chief Investment Strategist at SMArtX, emphasizes the significance of an unbiased selection framework, stating, "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."

Key Metrics for Selection

The Q3 2025 Select List employs four core quantitative metrics to assess the strategies:

• - Excess Return: Evaluates the return generated above a benchmark after adjusting for risks.
• - Risk/Return Asymmetry: Considers the balance between potential return and associated risks.
• - Active Tail Risk: Measures the potential for extreme outcomes in investment performance.
• - Return Consistency: Assesses the stability and reliability of returns over time.

By applying these metrics, SMArtX ensures that each strategy included in the Select List has the potential to perform well under varied market conditions, offering a comprehensive guide for investors.

Highlights of the Q3 2025 Select List

The recently launched Select List features:

• - 51 strategies that have achieved Gold status.
• - 58 strategies awarded Silver status.
• - A total of 109 strategies spanning 32 categories.

This diverse selection serves as an invaluable resource for advisors, simplifying the often complex decision-making process when selecting from over 1,500 strategies available on the SMArtX platform.

Accessing the Select List

The full Q3 2025 Select List is now available to view and can be accessed through the SMArtX website. This curated resource not only elevates the investment selection process but also empowers financial advisors with the insights needed to enhance their clients’ portfolios.

In an ever-evolving market landscape, having tools like the SMArtX Select List at one's disposal is essential for making informed investment decisions. With its focus on risk-adjusted returns, the list stands out as a crucial asset for both advisors and clients looking to optimize their investment strategies moving forward.

As investors navigate future market challenges, the Q3 2025 Select List by SMArtX Advisory Solutions provides clarity and confidence in investment decision-making, ensuring that both financial professionals and their clients are adequately equipped to thrive in a competitive financial environment.