Inaugural capital market assumptions report is the first publication for the new SMArtX Investment Insights research portal, designed to support the end-to-end investment process

The SMArtX Investment Solutions team is excited to announce the release of its inaugural capital market assumptions report, providing the asset class return, risk and correlation assumptions necessary to construct efficient investment portfolios.

Specifically, the report focuses on the key risk factors confronted in financial markets, with an expectation that over the next 10 years the compensation for taking on credit risk will narrowly outpace that which is achieved by taking on equity risk, while interest rate risk compensation will remain modestly above inflation levels. The full report can be accessed here.

Dan Phillips, CFA, SMArtX Chief Investment Officer, commented, “We think our capital market assumptions report is differentiated from what currently exists in the marketplace. While many strategists focus directly on forecasting asset classes, we take a more foundational approach by first forecasting the expected compensation for key risk factors. Once those expectations are established, we can support an array of capital market assumption requests based on each advisors’ unique mix of asset classes.” He continued, “We do so in a comprehensive, “forward-looking, historically aware” way – understanding the historical return drivers and relationships within the investment universe, but also appreciating the ways in which these historical dynamics may change in the future.”

The SMArtX Long Term Outlook is the first publication produced for the SMArtX Investment Insights research portal. This latest offering from SMArtX will provide a broad array of strategy, research and communication materials – from reports to slide decks to webinars – to support the entire investment process, from strategic asset allocation to tactical overlays to manager selection.

Included on the research portal will be a number of regularly-produced market reports – the annual Capital Market Assumptions report announced today, as well as a quarterly Market Review report exploring the key market themes of the previous quarter, and a monthly Market Stance report detailing the SMArtX market outlook over the next 12 months. Private labeling options are also offered to aid in advisor communications with clients. These offerings join the guidance already provided by SMArtX Chief Investment Strategist, Pascal Roduit, on SMA strategies found on the SMArtX platform.

Said Roduit, “Adding market strategy brings valuable context to our portfolio strategy support services. I am proud of what has become a well-rounded investment solutions offering.”

Altogether, the SMArtX Investment Insights research portal underpins the broader Investment Solutions services across four key areas of support: Market Strategy, Portfolio Strategy, Market Communications and Portfolio Management.

“Launching a research portal was one of our first priorities upon Dan [Phillips] arriving at SMArtX,” said Jonathan Pincus, SMArtX CEO. “There is enormous value in establishing an investment research foundation for advisor use – both in terms of formulating their investment strategy as well as communicating that investment strategy to their clients.”

About SMArtX Investment Solutions

SMArtX Investment Solutions provides comprehensive investment support under four key services: Market Strategy, Portfolio Strategy, Market Communications and Portfolio Management – all underpinned by the SMArtX Investment Insights web portal. Market Strategy offers advisors support in running their investment committee (including market commentary and asset allocation templates) as well as strategy reports in the form of the annual Capital Market Assumptions, the quarterly Market Review, the monthly Market Stance and ad hoc Market Brief reports covering important market developments. Portfolio Strategy guides the selection and combination of the over 1,500 strategies found on the SMArtX platform. Market Communications allows for SMArtX strategy report private labeling and speakers for client events. Finally, Portfolio Management comes in the form of SMArtX BASE Portfolios and other bespoke portfolio management offerings.

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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240904800516/en/