Congratulations to the 30 leading investment strategies earning this year’s accolades

SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology, today announced the winners of the SMArtX 2024 X Awards. This annual recognition program, now in its fourth year, honors top-performing strategies within the SMArtX platform’s model marketplace.

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SMArtX Announces 2024 X Award Winners, Featuring Elite Investment Strategies From Top Asset Managers on the SMArtX Platform (Graphic: SMArtX)

“The annual X Awards have become a signature SMArtX tradition,” said Jonathan Pincus, CEO of SMArtX Advisory Solutions. “Our asset manager partners are some of the best in the industry and the X Awards recognize their efforts in achieving excellence.”

Candidates for the Awards are derived from the SMArtX Select List, which ranks asset managers using a proprietary quantitative screening based on a robust four-step methodology:

1. Ability to generate alpha compared to the strategy peer group benchmark
2. Favorable risk-adjusted returns that emphasize positive skew
3. Effective downside and tail-risk management
4. Consistent return generation

The Awards calculations add an additional metric to this existing quantitative screening, namely performance exclusive to the full previous year. This year, 30 eligible strategies competed with winners ultimately chosen across 10 categories. These categories are grouped by market capitalization, geographic focus, and investment type.

The 2024 X Awards Winners by Category & Strategy:

• Large Cap: Easterly Asset Management - Easterly Snow Focused Value
• Mid Cap: Eulav Asset Management - Value Line High Dividend Portfolio
• Small Cap: Pinnacle Associates, LTD - Pinnacle Small Capitalization Portfolio
• Global: AGF Investments - AGF Global Select ADR Constrained
• Foreign: Krane Funds Advisors, LLC (KraneShares) - Krane Dynamic Emerging Markets Strategy
• Fixed Income - Taxable: Belle Haven Investments, L.P. - Belle Haven Taxable Ladder PLUS
• Fixed Income - Muni: Nuveen Asset Management, LLC - Nuveen Long-Term Municipal
• Allocation: Capital Research and Management Company - American Funds Conservative Income F-3
• Tactical Allocation: First National Corporation - Chapoquoit Dynamic Portfolios-Moderate
• Fixed Income Allocation: Transform Wealth, LLC - Weatherstone Income Plus

For a complete list of winners and nominees, contact the SMArtX Manager Solutions team here: https://hubs.li/Q02yJcQp0.

“We congratulate all of our nominees and winners,” said Brad Haag, Executive Vice President of SMArtX. “We are proud to feature these exceptional managers and their strategies on our platform, showcasing their unparalleled expertise and dedication to success.”

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products 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, asset managers, custodians, and FinTech firms. Learn more at www.smartxadvisory.com.

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