Blog Articles

  Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Duane Roberts, Portfolio Manager at Dana Investments, winner of the SMArtX Virtual Award for ESG/SRI Strategy of the Year.   Dana Investments has been managing capital for 42 years, initially as a fixed income investment firm, and then introduced equity investing in 1999.  Their disciplined, intentional investment approach focused on managing risk became the centerpoint of their investment...

  Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Dan McNichol, President of Suncoast Equity Management, and winner of the SMArtX Virtual Award for Large Cap Strategy of the Year.  Suncoast maintains 2 other strategies on the SMArtX platform, in addition to Dividend growth, the winner of SMArtX Virtual Award.  SMID Cap Strategy and Select Growth, with a 24 year track record large cap growth with less focus on dividend-paying stocks.  First and foremost,...

  Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he is joined by Ben McMillan, Founder and CIO of IDX Insights, winner of the SMArtX 2022 Virtual Award for Direct Index of the Year.IDX’s Crypto Opportunity Index is an actively traded strategy using the Bitcoin Greyscale Trust.  Their systems quantitatively assess the market and indicate a risk on (buy Bitcoin) or risk off (go to cash/Treasuries) that has historically outperformed the price of Bitcoin significantly...

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Neil Azous, Founder & Co-CIO of Rareview Capital, winner of the SMArtX 2022 Virtual Award for Fixed Income Strategy of the Year.  Rareview build goals-based investment management strategies, looking to solve investment challenges.  Rareview takes pride in seeing across asset classes, finding new opportunities, and spotting impending danger. They typically focus specific outcome related products,...

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Sam Marciano, Head of SMA Distribution for Franklin Templeton, platinum sponsor of the SMArtX 2022 Virtual Awards.  Franklin Templeton is a leading provider of retail separately managed accounts (‘SMAs’), with approximately $130B of AUM as of end of 2021.  Their history goes back 40 years, when they started with institutional SMAs, and have expanded into retail SMAs. Over the years the business has grown to...

With increased SEC scrutiny on fiduciary responsibility and doing what’s best for your clients, questions continue to percolate around allocating to third party strategies, in particular the efficiency and timing of trading and steps taken to reduce variability between accounts and investment models.  In today’s fast moving, fluctuating markets, any kind of delay can have various effects on the portfolio’s performance metrics and therefore, the client’s investment return. While technology fees...

Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Jerry Wagner, Founder and President of Flexible Plan, winner of the Strategist of the Year for the SMArtX 2022 Virtual Awards.Flexible Plan focus is dynamic risk management as its key focus and believes tactical allocation gives you alpha as it is able to deliver both opportunities and maximum risk protection that diversification doesn’t.  Recognizing that one strategy doesn’t always work in every environment,...

  Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Eric Mueller, Director and Model Portfolio Strategist at Blackrock, platinum sponsor of the SMArtX 2022 Virtual Awards.Blackrock is the world’s largest asset manager and is always looking to deliver their best ideas through asset allocations insights to achieve investment objectives.  They manage close to $100 billion in model portfolios globally across a wide range of risk profiles, including the...

In this webinar, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, the winner of the Alternative Strategy of the Year for the SMArtX 2022 Virtual Awards. AXS Investments’ investment goal is to beat bull markets and side-step bear markets with a risk on/risk off approach to investing. When risk is on, they allocate long (120%) and short (20%) based on their quantitative investment models.  When risk is off, they can invest in uncorrelated strategies or...

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Anthony Sassine, Senior Investment Strategist at Krane Shares, a platinum sponsor of the Virtual Awards. Evan and Anthony discuss the massive investment opportunity that is China and how they manage risk within the country.  Krane Shares offer multiple strategies that give access to all aspects of China and some emerging markets.Krane Shares was established to capitalize on the massive growth potential...