Industry Dynamos Kayne Anderson Rudnick and Sage Advisory Solutions Headline Expansion of SMArtX Advisory Solutions UMA Platform
SMArtX Advisory Solutions Increases Assets Under Management 928% in the last 12 months, 39% in Q1 2021
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WEST PALM BEACH
, Fla., April 1, 2021 /PRNewswire/ SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of six new firms and thirteen additional strategies for April.
Today s update taps into the growing demand for ESG investing and global sustainable assets from both enterprise and RIAs (registered investment advisors). The platform expansion also increases the flexibility to capitalize on other distinct opportunities including a closed-end fund (CEF) municipal bond strategy, in addition to several small and SMID cap
Brandes Investment Partners, Eaton Vance, and Krane Funds Advisors Headline New Additions to SMArtX UMA Platform
Access to New International Strategies Play an Effective Role in Global Risk Diversification
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WEST PALM BEACH
, Fla., March 2, 2021 /PRNewswire/ SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of three new firms and four additional strategies this month. Brandes Investment Partners and Krane Funds Advisors make up three of the new strategies that add international portfolio diversification, while the fourth strategy adds Eaton Vance, one of the oldest investment management firms in the U.S., to the SMArtX large cap value space.
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WEST PALM BEACH
, Fla., Feb. 11, 2021 /PRNewswire/ SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), announced the winners of its inaugural 2021 Virtual Awards Ceremony in a one-of-a-kind celebrity-filled show. The winners were announced on February 10 during a livestream on the company s website.
Winners were chosen in 16 categories from among 725 strategies available on the SMArtX UMA platform based on annual performance data for the period ending December 30, 2020. Strategies were recognized for highest performances, best risk-adjusted returns, and the most amount of assets across various asset classes and investment methodologies.