WEST PALM BEACH, Fla., February 10, 2022 — 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 Finalists for the 2022 SMArtX Virtual Awards.  Now in its second year, the Awards recognize 33 leading strategies on the SMArtX platform across 11 categories based on a weighted, quantitative scoring system.

Winners will be announced during the show’s live broadcast on March 2, 2022, at 5pm ET in a unique, celebrity-filled event, featuring special appearances from actors, athletes, comedians, and musicians throughout the program. SMArtX Founder and CEO Evan Rapoport, and President and COO Jonathan Pincus, will serve as emcees.

“Our managers are focused on achieving the results our clients seek, delivering value and consistency at scale whenever possible,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “The 2022 SMArtX Virtual Awards allows us to proudly recognize 33 leading strategies who demonstrated asset management excellence through their ability to act nimbly and decisively when opportunities arise, as well as manage risks – that is what empowers our clients.”

Winners will be chosen across 11 categories from among 978 eligible strategies available on the SMArtX UMA platform, all of which are based on data metrics for the period ending December 31, 2021. The 11 categories include awards grouped by market cap, investment methodology, and direct indexes. Strategies were scored on a weighted, quantitative system.

“As the SMArtX platform expands with a diversified mix of leading asset management firms, it becomes even more relevant to identify the strategies that outperform,” said Jonathan Pincus, President and COO of SMArtX Advisory Solutions. “We congratulate these 33 Finalists and graciously thank the Platinum and Gold sponsors for making this awards program possible.”

The SMArtX 2022 Virtual Awards Finalists in Alphabetical Order are:

• All Cap Strategy of the Year
  • Faithward All Cap Momentum
  • Pawleys Growth
  • Segall, Bryant & Hamill All Cap Equity

• Alternative Strategy of the Year
  • AXS Multi-Strategy Alternatives
  • Pento Inflation/Deflation Hedge
  • Shaker Long/Short Equity Growth

• Balanced Strategy of the Year
  • Muhlenkamp & Co., Inc. All Cap Value
  • Faithward All Weather Balanced
  • Fidelity Target Allocation Blended 85/15 (Z) Model Portfolio

• Direct Index of the Year
  • Alpha Vee Risk Managed Top 5 Sector ETFs & Treasuries Index
  • HCM ALP Aggressive
  • IDX Crypto Opportunity Index

• ESG/SRI Strategy of the Year
  • AB Strategic Research Portfolio
  • Dana Social ESG Equity Strategy
  • Northern Trust Quality ESG US Equity

• Fixed Income Strategy of the Year
  • American Funds Preservation
  • Rareview Dynamic Fixed Income CEF
  • Rareview Municipal Bond CEF Strategy

• Global/International Strategy of the Year
  • Fidelity Target Allocation 20/80 (Z) Model Portfolio
  • Hilton Dividend & Income Strategy
  • Stringer Tactical Opportunities

• Large Cap Strategy of the Year
  • Dana Social ESG Equity
  • Suncoast Dividend Growth
  • Wakefield Large Cap Equity

• Real Estate Strategy of the Year
  • Adelante Property Securities Model
  • Gems Olympia Real Estate
  • Invesco US Real Estate Securities

• Small/Mid Cap Strategy of the Year
  • Faithward Small Cap Momentum
  • Miller/Howard Drill Bit to Burner Tip (no K-1s)
  • Schafer Cullen SMID Dividend Value Equity

• Strategist of the Year
  • Chapoquoit Dynamic Portfolios-Aggressive
  • Flexible Plan Multi-Strategy Equity Trends
  • Kingsview Investment Management Multi-Strategy Aggressive

The SMArtX 2022 Virtual Awards is generously supported by several leading investment managers who serve as event sponsors:

Platinum Sponsors:

BlackRock

Franklin Templeton

Krane Shares

Schafer Cullen Investment Management

Gold Sponsors: 

Donoghue Forlines

Northern Trust

Ocean Park Asset Management

Russell Investment Management