
WEST PALM BEACH, Fla., December 16, 2020 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), today announced the inaugural SMArtX 2021 Virtual Awards. The awards will be live streamed on February 10, 2021. The awards are brought to you by our platinum sponsors BlackRock, Inc., Franklin Templeton, Northern Trust, and Russell Investments.
The SMArtX 2021 Virtual Awards will recognize asset management excellence and outstanding performance across long only, alternative, and direct index strategies on the SMArtX UMA Platform. A total of 16 awards will be presented across six different categories, selected by data reporting and analysis, from a potential pool of approximately 720 strategies:
“Financial advisors achieve their best outcomes when powered by an innovative and tactical approach to asset allocation,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “Now more than ever, we applaud our best-in-class investment managers for pivoting their strategies while delivering alpha to advisors, amid the growing uncertainty caused by the pandemic. SMArtX 2021 Virtual Awards will now showcase their commitment to excellence for all to see.”
To qualify for inclusion in the SMArtX 2021 Virtual Awards, asset management firms and their investment strategies must be fully integrated on the SMArtX platform with audited return streams for a period at least three years, by December 31, 2020. In addition, investment strategies must meet all the basic requirements for broad distribution, pass an extensive due diligence process, and satisfy the criteria for each specific award.
SMArtX will compile the list of nominees in each category, with the final winners determined once data and trade settlement are complete. A full list of categories and awards can be found https://www.smartxadvisory.com/virtual-awards-2021.
“The UMA industry is no longer defined exclusively by traditional long only strategies,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “SMArtX’s innovative technology opens the door to institutional strategies typically only accessed with high minimums and lock up periods. This flexibility provides investors with the ability to access differentiated long/short trading methodologies, as well as access to diverse asset classes including cryptocurrencies.”
The SMArtX 2021 Virtual Awards celebrate excellence in investment management by recognizing top-performing strategies across various categories. This inaugural event aims to highlight the best practices and innovative approaches adopted by asset managers featured on the SMArtX UMA Platform.
With awards spanning categories such as Best Performing Market Cap and Best Statistical Strategies, the event underscores the commitment of SMArtX to promote quality and performance in asset management. Participants are evaluated based on rigorous data analysis, ensuring that the awards reflect true excellence within the industry.
The awards encompass six distinct categories, each designed to honor specific investment strategies that excel in performance. These categories include Best Performing Direct Index, Best Alternative Strategies, and Best Overall Performers, among others.
To qualify, investment strategies must be fully integrated on the SMArtX platform and demonstrate audited return streams for at least three years. This stringent selection process ensures that only the most effective strategies are recognized, providing valuable insights for financial advisors and investors.
The SMArtX 2021 Virtual Awards not only recognize outstanding investment managers but also serve as a resource for financial advisors seeking to enhance their asset allocation strategies. By showcasing top-performing strategies, the awards guide advisors in making informed decisions that can lead to better client outcomes.
Investors benefit from this recognition as well, gaining access to a curated list of high-performing strategies that have been rigorously vetted. This transparency and quality assurance contribute to building trust in the investment management process.
The SMArtX 2021 Virtual Awards signify a pivotal moment in the evolution of managed accounts, reflecting the industry's shift towards innovative and technology-driven solutions. As investment strategies become more complex, events like these highlight the importance of adaptability and forward-thinking in asset management.
SMArtX continues to lead the way in advancing managed account technology, ensuring that financial advisors and investors are equipped with the tools necessary to navigate the rapidly changing investment landscape. This commitment to innovation is crucial for maintaining competitive advantage in the financial services sector.