SMArtX Advisory Solutions
04 - December 2019
Posted by : SMArtX
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Positioning Your Portfolio for 2020

Macro Expert:  Green Lights Ahead?

Thursday, December 12, 2019
4:15 PM ET

2020 is being considered a pivotal year in the face of potential economic uncertainty, a US Federal election, and much more globally. Properly positioning your portfolio now to capture the upside and avoid some pitfalls can help reduce portfolio volatility and protect against large downside moves. SMArtX is pleased to have a deep OCIO team, including its partnership with TPW Investment Management, to assist advisors with their asset allocation and research.

Join SMArtX and TPW’s Jay Pelosky to learn about the major factors affecting 2020 including:  

1. Reflation 2020 underpinned by Global Easing, Fiscal Stimulus & Industrial Cycle Rebound = positive surprises across growth & earnings
2. US Impeachment Risk & the Democratic Field
3. Trade Policy, Brexit & More

SMArtX Webinar
09 - October 2019
Posted by : SMArtX
View : 780
Are you ready for Reg BI?

Outsourcing Investment Management

Wednesday, October 23, 2019
4:15 PM ET



OCIO services can help meet the increased customer ‘Best Interest’ requirements. The financial advisory industry has increasingly seen a shift toward third-party management of client portfolios. New tools and technology have broadened the spectrum of financial products available to advisors and facilitated easy implementation into client portfolios. Now with the introduction of Regulation BI (Best Interest), broker-dealers are seeing similar fiduciary and suitability responsibilities being imposed on their businesses ultimately leading to an increased interest in the outsourcing of investment management.

SMArtX Advisory Solutions OCIO services, coupled with our innovative turnkey asset management platform, provide a centralized source of investment advice and implementation technology to make recommendations a reality for clients. Our services provide customized portfolio creation comprised of third party strategies, individual securities, or a combination of both. SMArtX’s advanced technology and simple operational tools mean that platform clients can easily scale their infrastructure and save time while meeting the increasing demands of exceeding client interests.

Download our SMArtX OCIO fact sheet here.