SMArtX Advisory Solutions Unveils Exciting 1Q2025 Select List Award Winners

SMArtX Advisory Solutions Announces 1Q2025 Select List

SMArtX Advisory Solutions, recognized as a frontrunner in managed account technology, has recently unveiled its award winners for the 1Q2025 Select List, an accolade that showcases the most compelling investment strategies available in the market. This year’s list highlights an impressive total of 136 strategies that have proven themselves across key performance metrics within the past five years.

Selection Process

The Select List employs a proprietary quantitative screening process, evaluated across four critical pillars: excess return, return asymmetry, downside mitigation, and return consistency. Each strategy is meticulously analyzed to determine its effectiveness in delivering performance while managing risk. This robust framework allows financial advisors to make informed decisions based on their clients' unique investment profiles.

Among the strategies recognized, 43 achieved Gold status while 93 earned Silver status covering a diverse range of 30 categories. This inclusive recognition is pivotal for advisors navigating the overwhelming array of investment opportunities.

A Supportive Framework for Advisors

Dan Phillips, the Chief Investment Officer and Head of SMArtX Investment Solutions, expressed the importance of the Select List, stating, "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. The Select List serves as a solid foundation, whittling that number down to 136 strategies that have shown superior performance across a number of metrics over the past five years."

This approach enables advisors to select strategies aligned with the specific requirements of their clients. They can prioritize different pillars, adjusting the weights placed on factors like downside mitigation for conservative investors. The flexibility offered by the Select List aims to enhance the investment experience.

Commitment to Innovation

Jonathan Pincus, the CEO of SMArtX, reiterated the company’s mission by stating, "At SMArtX, we not only strive to provide the best managed accounts technology, but also services to allow clients to get the most out of it. The Select List is one important way we ensure the latter." This commitment highlights SMArtX’s dedication not only to the technology behind investment management but to the tools and support available to financial advisors.

The 1Q2025 Select List can be accessed for a comprehensive view of the awarded strategies and categories featured in this edition.

About SMArtX Advisory Solutions

For those unfamiliar, SMArtX Advisory Solutions is celebrated for its award-winning Unified Managed Account (UMA) technology. Their cloud-native, modular platform is tailored specifically for registered investment advisors (RIAs), asset managers, and FinTech firms. The scalable solutions provided streamline workflows and modernize the infrastructure of managed accounts through innovative technology designed for trading, billing, and investment distribution.

Investment Support Services

Additionally, SMArtX Investment Solutions offers extensive investment support that encompasses four key services: Market Strategy, Portfolio Strategy, Market Communications, and Portfolio Management. Notably, all services are backed by the SMArtX Investment Insights web portal, ensuring advisors have access to vital information to enhance their investment strategies.

Market Strategy delivers support for advisors in their asset allocation processes, while Portfolio Strategy aids in the selection and integration of investment strategies. Market Communications facilitates private labeling for SMArtX strategy reports and provides speakers for client events. Finally, Portfolio Management encompasses BASE Portfolios and other customized portfolio management options.

In conclusion, the SMArtX Advisory Solutions 1Q2025 Select List not only celebrates outstanding strategies but also reinforces the organization’s commitment to empowering advisors with the best tools to navigate the ever-evolving investment landscape.

For further details and to explore the complete 1Q2025 Select List, visit SMArtX's official website