Rareview Capital, a goals-based investment manager and ETF sponsor, was announced as the winner of the SMArtX 2022 Virtual Awards Fixed Income Strategy of the Year. Now in its second year, the Awards recognize the leading strategies on the SMArtX turnkey asset management platform.
The unique livestream event featured special appearances from well-known celebrities, actors, and musicians such as Don Johnson, David Hasselhoff, LeAnn Rimes, Kenny G and others.
Winners were selected across 11 categories from among 978 eligible strategies available on the SMArtX UMA platform, based on annual data collected for the period ending December 31, 2021. The 11 awards categories were grouped by market cap, investment methodology, and direct indexes. The winning strategies were scored on a weighted, quantitative system where Rareview Capital's Dynamic Fixed Income CEF strategy outperformed 62 of its peers to bring home the award.
The Rareview Dynamic Fixed Income CEF Strategy has a five-year track record and was added as a model portfolio on SMArtX in March 2021. The strategy seeks to combine the traditional benefits of a dynamic fixed income strategy with the non-traditional advantages of closed-end funds.
"The 2022 SMArtX Virtual Awards winners designation marks a higher echelon of asset management excellence illustrated by an ability to outperform industry benchmarks and a certain subset of their peers," said Evan Rapoport, CEO of SMArtX Advisory Solutions. "Rareview Capital not only ranked #1 in performance but also #2 in the three-year annualized return, scoring to amass enough points to bring home the award for Fixed Income Strategy of the Year."
"We are honored to have our Dynamic Fixed Income CEF Strategy named as the Fixed Income Strategy of the Year on the SMArtX Advisory platform. A seminal investment issue for investors is how to find sufficient income in a low interest rate environment while balancing risk. Most traditional fixed income products had negative performance in 2021. Conversely, our strategy delivered a double-digit return. It underscores our ongoing commitment to seek to deliver attractive risk-adjusted returns and a high distribution yield for our investors in all market environments. After a rigorous evaluation process by SMArtX, winning the Fixed Income Strategy of the Year should provide investors with a high degree of confidence that they are investing in a sound income solution." – Neil Azous, Chief Investment Officer
This year's winners will be featured in the upcoming SMArtX 2022 Virtual Awards Webinar and Podcast series available on Spotify and Amazon Music. Topics ranging from portfolio construction to risk mitigation will be addressed by award-winning institutional money managers in addition to current views on positioning portfolios amid uncertainty for 2022.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform ('TAMP'). SMArtX's API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at its America's Best TAMPs profile page.
Rareview Capital LLC is a registered investment adviser and ETF sponsor. We build goals-based investment management strategies that can be accessed through ETFs, sub-advisory/dual contract, model portfolios, or by opening an account directly with us. Rareview Capital LLC can be reached via its Model Portfolio & SMA Strategist digital dashboard profile page.
