Strategies assigned to the Select List have undergone SMArtX’s due diligence process and are reviewed on an ongoing basis using proprietary quantitative and qualitative parameters. The strategies listed are managed by third-party asset managers who have been thoroughly vetted by the SMArtX Manager Solutions team through statistical analysis and qualitative assessments of managers’ ability to execute their strategies.
Any investment is subject to risk. The value of an investment and the return on invested capital will fluctuate over time and, when sold or redeemed, may be worth less than its original cost. The Select List is not intended as, and should not be used to provide, investment advice, and is not an offer to sell a security or a solicitation of an offer, or a recommendation, to buy a security. Investors should consult with an investment advisor to determine the appropriate investment vehicle. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon, and risk tolerance. All strategies listed constitute our judgments as of the date of writing and are
subject to change at any time without notice. Past performance is not a guarantee of future results.