SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform ('TAMP'), has announced the winners of the SMArtX 2023 X Awards (previously known as the SMArtX Virtual Awards). Now in its third year, the X Awards recognize leading strategies within the model marketplace on the SMArtX platform.
Winners were selected across nine categories from among 1,111 eligible strategies, based on annual data collected for the period ending December 31, 2022. The nine awards categories were grouped by market cap, geographic focus, and investment type. The winning strategies were selected based on a four-step methodology looking at the ability to generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.
"The 2023 X Awards recognize asset management excellence, denoted by the firm's ability to outperform their peers," said Evan Rapoport, CEO of SMArtX Advisory Solutions. "Our proprietary analysis provides our clients with actionable insights to assist in the creation of client portfolios."
The 2023 X Awards Winners by category are:
- Large Cap: Logan Capital Management - Large Cap Growth
- Mid Cap: Congress Asset Management Company - SMID Growth
- Small Cap: Easterly Asset Management - Snow Small Cap Value
- Global: Capital Research and Management Company - Global Equity SMA
- Foreign: Blackrock - International Equity SMA
- Fixed Income: Aristotle Credit Partners – Credit High Yield Bond Focused ESG
- Allocation: Fidelity Institutional - Target Allocation 60/40 (Z) Model Portfolio
- Tactical Allocation: Kensington Asset Management - Dynamic Growth
- Fixed Income Allocation: Weatherstone Capital Management - Strategic Income
"The SMArtX unified managed accounts technology platform provides more than just access to third party investment strategies," said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. "The platform provides a diligently vetted model marketplace and a complete set of feature solutions that can be integrated directly into existing technology stacks or accessed through our off-the-shelf TAMP."
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning unified 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 www.smartxadvisory.com
