Blog Articles

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...

In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Michael Torres, CEO of Adelante Capital Management, to discuss winning Real Estate Strategy of the Year. Evan and Michael talk about Adelante's approach to real estate investing, the areas of the real estate market they focus on, and their outlook for 2022.Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he is joined by Michael Torres, CEO of Adelante Capital Management, winner of...

 Join Evan Rapoport, Founder and CEO of SMArtX Advisory Solutions as he speaks with Alex Oxenham, Co-CIO of Hilton Capital Management, winner of the SMArtX 2022 Virtual Award for Global/International Strategy of the Year.Hilton’s investment goal with its Dividend Yield and Income strategy is to grow investor’s capital and provide meaning full income over a market cycle. The sector focus is diversified with a maximum 3% allocation, meaning that they are not overweight any one sector or the...

Model marketplaces and TAMPs both service different elements of the advisory space and offer concentric features. A model marketplace can be a standalone service, but it is also a key element within a TAMP’s overall product suite, making up one of several solutions within a TAMP framework.  So, which one is right for you?    A standalone model marketplace typically offers advisors the ability to follow a strategy, meaning the provider will send you trades when relevant to update your client...

Franklin Templeton featuring Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions Link to this WEBINARIn this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Joshua Greco, Head of Institutional Portfolio Management at Franklin Templeton Investment Solutions, to discuss the recently formed Franklin Templeton Investment Solutions division. Evan and Joshua discuss Franklin Templeton’s acquisition of...