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Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers join the SMArtX Platform

WEST PALM BEACH, Fla., May 9, 2024 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, announced it has added 86 strategies offered by 12 leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,447 strategies from over 300 distinguished asset management firms.

Brad Haag, Executive Vice President of SMArtX, stated, “This expansion is a milestone for SMArtX, underlining our dedication to continuously adapt to the evolving needs of our clients. We are excited to launch a broad spectrum of new strategies, including additional direct indexing solutions and active ETF model portfolios, which will greatly benefit advisors and their clients.”

Newcomers Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers are now offering equity, fixed income, and direct indexing solutions. Meanwhile, existing partners Chilton Capital Management, Fidelity Institutional, Franklin Templeton., Principal Global Investors, Sterling Capital Management, Syntax, T. Rowe Price Associates, and Zacks Investment Management added strategies focused on a range of themes including equity, allocation, fixed income, and indexing.

The full list of new strategies includes:

Allspring Global Investments
- Equity Premium Income
- Global Dividend Payers
- Large Core
- Large Value
- LT Fundamental Dividend
- LT Large Cap Fundamental
- LT Large Cap Growth
- Mid Value
- SMArt All Cap 3000
- SMArt Large Blend 1000
- SMArt Large Core 500
- SMArt Large Core 500 ESG Screened
- SMArt Large Growth 1000
- SMArt Large Value 1000
- SMID Core
Aperio Group
- Developed World
- Developed World ex U.S.
- Developed World SRI
- Domestic Quality
- Domestic Quality Light
- Foreign Developed ex Ca Quality Light
- Foreign Developed ex Canada
- Foreign Developed SRI Non-Tax
- Global
- Global ex U.S.
- Global ex U.S. Quality
- Global ex U.S. Quality Light
- Global Min Vol (Value Tilted)
- Global Natural Resources
- Global Quality
- Global SRI
- High Dividend Yield – Domestic
- High Dividend Yield – Global
- Total U.S. Market
- Total U.S. Market (Quality)
- Total U.S. Market SRI
- U.S. Large & Mid Cap
- U.S. Large Cap
- U.S. Large Cap SRI
Chilton Capital Management
- Strategic Equity
Fidelity Institutional
- Target Allocation 100/0 (I) Model Portfolio
- Target Allocation Blended 100/0 (I) Model Portfolio
First Trust Investment Solutions
- Custom Options Solution
- Large Cap Core Premium Income
- Large Cap Growth Premium Income
- Large Cap Sector Momentum Premium Income
- Large Cap Value Premium Income
Franklin Templeton
- Alternative Completion Portfolio
- Core Multi Manager 100 Equity Model
- Core Multi Manager 100 Fixed Income Model
- Core Multi Manager 20 EQ/80 FI Model
- Core Multi Manager 40 EQ/60 FI Model
- Core Multi Manager 50 EQ/50 FI Model
- Core Multi Manager 60 EQ/40 FI Model
- Core Multi Manager 70 EQ/30 FI Model
- Core Multi Manager 80 EQ/20 FI Model
- Core Multi Manager Rising Rates Defense Model
- Dynamic Income – Conservative
- Dynamic Income – Moderate
- Dynamic Income – Tax Advantaged Conservative
- Dynamic Income – Tax Advantaged Moderate
Natixis Investment Managers
- AIA S&P Global 1500®
- AIA S&P Global 500®
- AIA S&P International ADR®
- AIA S&P 1500®
- AIA S&P 500®
Principal Global Investors
- Mid Cap Equity
Sterling Capital Management
- Intermediate Corporate SMA
- Intermediate Government/Credit SMA
- Small Cap Value
Syntax
- 17AM-SDG 9 US Infrastructure & Innovation
- Fast Company Most Innovative Companies Index
T. Rowe Price Associates
- 10/90 Active Model Portfolio – I Class
- 100 Equity Active Model Portfolio – I Class
- 100 Fixed Income Active Model Portfolio – I Class
- 20/80 Active Model Portfolio – I Class
- 40/60 Active Model Portfolio – I Class
- 60/40 Active Model Portfolio – I Class
- 70/30 Active Model Portfolio – I Class
- 80/20 Active Model Portfolio – I Class
Zacks Investment Management
- Active ETF Model – Aggressive
- Active ETF Model – Conservative
- Active ETF Model – Moderate
- Active ETF Model – Moderate Aggressive
- Active ETF Model – Moderate Conservative
- Active ETF Model – Ultra Aggressive

Overview of New Strategies Added to SMArtX Platform

The recent expansion of the SMArtX platform introduces a diverse array of 86 new investment strategies that cater to various client needs. This comprehensive addition reinforces SMArtX's commitment to providing innovative solutions for advisors and asset managers seeking to enhance their investment offerings.

Among the new strategies, users will find enhanced direct indexing solutions and active ETF model portfolios. These strategies are designed to address different investment objectives, from conservative income generation to more aggressive growth-focused approaches, ensuring that advisors can tailor solutions to their clients' unique financial goals.

Key Benefits of the Expanded SMArtX Offerings

The expansion of the SMArtX platform provides significant advantages for financial advisors and asset managers. With the introduction of new strategies, users can access a broader range of investment options, enhancing their ability to meet client demands and adapt to market changes.

Furthermore, the integration of these new strategies into the SMArtX platform streamlines the investment process, allowing advisors to efficiently manage portfolios and optimize performance. This operational efficiency is critical for advisors looking to provide superior service while minimizing time spent on administrative tasks.

Profiles of New Asset Management Partners

The addition of notable asset management firms such as Allspring Global Investments, Aperio Group, First Trust Investment Solutions, and Natixis Investment Managers marks a significant milestone for SMArtX. These partnerships bring a wealth of expertise and innovative strategies to the platform, enhancing its overall value proposition.

Each of these firms offers unique investment solutions, ranging from equity and fixed income strategies to specialized direct indexing options. This diverse partnership network allows SMArtX to cater to a broader spectrum of client needs, positioning it as a leader in the managed accounts space.

Future Developments and Strategic Goals for SMArtX

Looking ahead, SMArtX aims to continue its trajectory of growth by exploring additional partnerships and expanding its strategy offerings. The company is committed to staying at the forefront of investment technology, ensuring that its platform remains innovative and responsive to market trends.

By focusing on strategic collaborations and continuously enhancing its technology, SMArtX seeks to empower advisors and asset managers with the tools they need to succeed in an increasingly competitive landscape. This forward-thinking approach is essential for adapting to the evolving needs of investors and maintaining a strong market position.