SMArtX Virtual Awards: Recent Episodes
SMArtX Advisory Solutions
The SMArtX Virtual Awards Podcast is an opportunity to hear the strategies behind some of the world's top investment portfolios, directly form the managers who run them. With each episode, Evan Rapoport, CEO of SMArtX Advisory Solutions, interviews one of the winners from the SMArtX Virtual Awards. The SMArtX Virtual Awards recognizes asset management excellence and outstanding performance selected from the eligible strategies available on the SMArtX turnkey asset management platform. SMArtX Advisory Solutions is a managed accounts technology platform built for wealth advisors. SMArtX is a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). Learn more at www.smartxadvisory.com
Join Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Mike Gallant, Director of Research, Schafer Cullen Capital Management, a platinum sponsor of the SMArtX Virtual Awards.
Schafer Cullen features 6 investment strategies on the platform, including the SMID Dividend Value Equity Strategy, a finalist in this year’s awards for Small/Mid Cap Strategy of the Year. The firm was founded in 1983 in midtown Manhattan by their current Chairman and CEO Jim Cullen and has since developed into a $22.5 billion firm (as of 3/31/22) that is rooted in value investing and the teachings of Ben Graham.
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.
Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions, sits down with Dan McNichol, President of Suncoast Asset 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, in the process is earnings growth. Across all 3 strategies, they only invest in companies that have a long demonstrated track record of being able to grow earnings at a double digit rate through multiple market cycles. Specific to Dividend Growth, we only buy companies that increase that dividend year in and year out.
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 with lower standard deviation. It is designed to mitigate the risk of accessing Bitcoin, limit downside exposure, and therefore compound out higher over time. This is particularly well facilitated by SMArtX’s ability to trade all day, every day to effectively execute IDX’s investment strategy.
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 encompass several brands managers including Franklin, Templeton, ClearBridge, Western, Royce Investment Partners, Brandywine, Martin Currie, and O’Shaughnessy Asset Management.
These capabilities offer equity strategies covering the US, international, global, and emerging markets. On the fixed income side, they offer taxable and tax-exempt strategies across the credit and maturity spectrum. Also, static and dynamically managed multi-manager single account solutions. Host of ESG oriented portfolios and customized solutions.
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.
They 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, non-traditional strategies, and customized solutions where they produce research, they do not consume it.
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, Flexible Plan created multi strategies to combine into one portfolio to help eliminate ‘strategy risk’ and take advantage of multiple investment opportunities. All in they manage over 50 strategies and funds that are all being powered by quantified, disciplined, computer programs that were researched and tested by their teams.
In this episode of the SMArtX Virtual Awards Series, SMArtX CEO Evan Rapoport sits down with Eric Mueller, Director & Model Portfolio Strategist at Blackrock, a platinum sponsor of the Virtual Awards.
Evan and Eric discuss the investments they made in 2021 and how they repositioned in 2022 to take into account the ever-changing investment landscape.
In this episode of the SMArtX Virtual Awards Series, 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.
Evan and Parker discuss how their risk on/risk off model allows them to go long and short, and how in 2021 they were almost entirely long. However, 2022 is a different environment and new aspects of the quantitative models have been adjusted to take into account for inflation, rising interest rates, and the current geo-political environment.
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 speaks with Alex Oxenham, Co-CIO of Hilton Capital Management, winner of the SMArtX 2022 Virtual Award for Global/International Strategy of the Year.
Evan and Alex discuss how they manage a income-focused strategy with a growth bend to maximize upside.
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.
In 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 Legg Mason, the formation of the Franklin Templeton Investment Solutions division, model portfolios, and what this means to advisors.
About the Firm
Franklin Templeton completed the acquisition of Legg Mason on July 31, 2020. The newly combined organization brings together over 1,300 investment professionals, covering multiple asset classes and managing $1.4 trillion in client assets. The combined organization offers an exceptional array of investment strategies that Franklin Templeton believes helps them fulfill their mission to deliver better financial outcomes for their clients.
Their Specialist Investment Managers bring complementary strengths to Franklin Templeton’s investment teams and together provide clients with a broader and more diversified range of strategies to meet specific needs.
Their combined investments in new technologies keep them at the forefront of innovations that can help transform the industry. Franklin Templeton’s culture is as strong as ever and unified by a collective commitment to helping their clients achieve their financial goals.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Franklin Templeton
- SMArtX Virtual Awards Blog Post with Franklin Templeton
In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Ross Johnson, Portfolio Manager & Analyst at Riverbridge Partners, to discuss winning Best SRI/ESG Strategy in this year’s awards.
Evan and Ross talk about Riverbridge’s hands-on approach to investing, why they define ESG differently than others, and why all of this is important to advisors.
About the Strategy
Riverbridge’s Eco Leaders strategy invests in transformational, ethical companies positioned for long-term capital appreciation while taking into consideration Environmental, Social, and Governance factors. Since their existing philosophy and process focuses on direct conversations with people, they are uniquely positioned to identify companies with enduring advantages in the ESG space. The portfolio is managed by the Riverbridge Investment Team utilizing their time-tested investment philosophy and disciplines.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Riverbridge Eco Leaders
- SMArtX Virtual Awards Blog Post with Riverbridge Eco Leaders
In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Brian Angerame, Managing Director and Portfolio Manager at ClearBridge Investments, to discuss winning Best Mid/SMID Cap Strategy in this year’s awards.
Evan and Brian talk about the power of being prepared and anticipating changes, why mid cap is a strong asset class, and why all of this is important to advisors.
About the Strategy
The ClearBridge Mid Cap Growth portfolios seek long-term capital appreciation and consistently superior returns relative to the Russell Mid Cap Growth Index. The portfolio managers seek to achieve these objectives by investing in a group of mid capitalization equity securities selected for their long-term growth potential.
The portfolio managers follow an investment process that seeks out companies with growth potential, competitive advantage, and capital discipline. They generally diversify portfolio investments across several economic sectors, investing primarily in companies having market capitalizations within the capitalization range of the Russell Mid Cap Growth Index.
The Portfolio Managers invest with discipline, consistency, transparency, and risk awareness. They believe that mid cap growth stock prices may deviate significantly from fair value over the short term, due to the mis-pricing of risk in the market, the deluge of short-term data, and market illiquidity.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with ClearBridge Mid Cap Growth
- SMArtX Virtual Awards Blog Post with ClearBridge Mid Cap Growth
In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Jon Tringale, Client Portfolio Manager at WCM Investment Management, to discuss winning Best International Strategy in this year’s awards.
Evan and Jon talk about why WCM Quality Global Growth isn’t a “one-trick pony” with their strategy, WCM’s consistency and team-based approach, and why all of this is important to advisors.
About the Strategy
WCM seeks quality growth businesses with superior growth prospects, high returns on invested capital, and low or no debt. It also requires each company to maintain a durable competitive advantage – what management terms an “economic moat.” The Investment Strategy Group (“ISG“) strongly considers qualitative elements such as corporate culture and the strength, quality, and trustworthiness of management. WCM is sensitive to valuation and will avoid companies with limited or spotty histories. The ISG concentrates its efforts on large established multinationals, with a primary emphasis in the large cap space. Unlike other global growth managers, WCM generally passes on businesses in leveraged, non-growth sectors such as energy, basic materials, utilities, or financials. Instead, WCM focuses its attention on conventional growth sectors like technology, consumer discretionary, consumer staples, and health care.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with WCM Quality Global Growth
- SMArtX Virtual Awards Blog Post with WCM Quality Global Growth
In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Scott O'Gorman, Principal & Portfolio Manager at The Ithaka Group, to discuss winning Best Opportunistic/Multi-Cap Strategy in this year’s awards.
Evan and Scott talk about finding the “great growth stories of our day,” the importance of long-term investing, and why all of this is important to advisors.
About the Strategy
Ithaka seeks long‐term capital appreciation for clients by investing in high quality growth companies. They perform ongoing, proprietary, bottom‐up research on each company owned or under consideration.
Ithaka periodically runs quantitative screens against the companies in the Russell 3000 Growth in order to ensure it is casting its net wide.
A typical new idea is shared, researched and discussed among the four investment team members during twice-weekly investment meetings and in conversations outside of those meetings. This process can take a few days, a few weeks, or a few months. When the CIO becomes convinced the new stock is worthy of inclusion in Ithaka’s portfolio, he makes the final decision. Any other proposed changes to the portfolio are typically discussed among all four investment professionals, but the final decision rests with the CIO. After a new security is added to the model portfolio, it is under constant supervision to ensure it remains a buy every day.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Ithaka Group
- SMArtX Virtual Awards Blog Post with Ithaka Group
In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Nadia Papagiannis, Senior Vice President at Northern Trust, to discuss Northern Trust’s asset management products.
Evan and Nadia discuss Northern Trust’s Asset Management Division, their top-down view to managing money, and what this means to advisors.
About the Firm
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, their success has been anchored in one purpose: to serve as their clients’ most trusted financial partner, guarding and growing their assets as though they are Northern Trust’s own.
They earn this trust by staying true to their steadfast fiduciary heritage and providing differentiated, exceptional service tailored to each client’s specific needs. Their market-leading technological capabilities—spanning from artificial intelligence for currency management, blockchain for fund administration, and cloud-based solutions to deliver personalized wealth management services—allow them to deliver the highest level of service to their clients with speed and precision.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Northern Trust
- SMArtX Virtual Awards Blog Post with Northern Trust
In this episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Erick Maronak, CIO of Victory Capital Management, to discuss the Victory NewBridge Large Cap Growth strategy winning Best Large Cap Strategy in this year’s awards.
Evan and Erick talk about working together for 25 years, sticking to a 50/50 quantitative/subjective investment approach, and the befits of seeing a number of market scenarios in real-time produce a successful portfolio management methodology.
About the Strategy
NewBridge Asset Management’s Large Cap Growth team believes that earnings growth drives stock prices over time. As such, they seek to grow the value of our clients’ portfolios by owning high-quality companies that have superior growth prospects supported by strong financial foundations, market leadership, and superb management teams. The NewBridge Large Cap Growth investment process is based on bottom-up fundamental analysis. The underestimation of the magnitude and duration of earnings growth a company can deliver is the key market inefficiency they seek to exploit.
Victory Capital looks at companies starting at a $5 billion in market cap, and then adds a number of screens to whittle down the universe to a manageable number. That is where the hard work begins, sorting to find the best companies by sector and by industry. Then the comparative analysis comes in, and finally a subjective decision making process that truly differentiates.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Victory Capital Management
- SMArtX Virtual Awards Blog Post with Victory Capital Management
In the 9th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Tushar Yadava, Director, Strategist in Multi-Asset Strategies & Solutions at BlackRock, to discuss BlackRock’s Target Allocation model portfolios.
Evan and Tushar discuss how BlackRock’s Target Allocation models work, how BlackRock was able to find success in 2020, how they’re preparing for the future, and what this means to advisors.
About the Firm
BlackRock's Target Allocation model portfolios seek to deliver competitive performance through actively managing portfolios and mitigating risk. These models aim to provide a simpler way to build diversified portfolios and develop scalable investment strategies for clients:
- Invests in global stocks and bonds and sticks close to the benchmark with less risk
- Seeks to deliver competitive performance through actively managing portfolios and mitigating risk.
- Aims to provide a simpler way to build diversified portfolios and develop scalable investment strategies.
- Uses ETF tax-efficient structures designed to deliver cost-effective portfolios
BlackRock’s Target Allocation model portfolios are available across a spectrum of portfolio styles to best align with client’s investment goals and objectives.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with BlackRock
- SMArtX Virtual Awards Blog Post with BlackRock
In the 10th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Parker Binion, Portfolio Manager at AXS Investments, to discuss winning Best Risk-Adjusted Returns - Alternatives in this year’s awards.
Evan and Parker talk about when and why AXS decided to start a pandemic recovery sleeve in their portfolio, alternatives possibly coming back, and why all of this is important to advisors.
About the Strategy
The AXS Multi-Alternatives Strategy is a long/short, equity-focused, investment strategy. Its objective is to outperform the Hedge Fund Equity Index (HFRX) over a full market cycle at risk levels equal to or lesser than the equity market.
The strategy invests globally in companies of all sizes and sectors, with a concentration in S&P 500, Russell 1000, S&P 400 and Nasdaq 100 constituents, using a “Risk On/Risk Off” approach. When risk is “On”, the strategy will invest up to 100% of the portfolio in equities. When risk is “Off”, we will hedge the equity portfolio using inverse market index ETFs and non-correlated assets, including bonds, commodities, currencies and cash, to create a market neutral or even net short position.
Quantitative, fundamentally-based stock selection and rules based market exposure tools are used to remove emotion and behavioral biases from the trade equation.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with AXS Multi-Strategy Alternatives
- SMArtX Virtual Awards Blog Post with AXS Multi-Strategy Alternatives
In the 8th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sits down with Chris Hemmelgarn, Portfolio Manager at Shaker Investments, to discuss winning Best Small Cap Strategy in this year’s awards.
Evan and Chris talk about why Shaker was able to weather a tumultuous 2020, their unique approach to building and sustaining relationships, and why all of this is important to advisors.
About the Strategy
Shaker Investments was founded in 1991 with a mission to deliver superior investment returns and offer first-class client service. They have offices in Ohio and Virginia.
The Shaker investment process is predicated on a strong research-based stock picking philosophy. They employ a time-tested research platform guided by a five step approach:
- Identify big-picture investment themes
- Initiate a rigorous 11-point fundamental, bottom-up analysis of relevant companies
- Compile a watch list of approximately 150-200 stocks
- Build concentrated portfolios of long-term holdings while continuously rebalancing and portfolio risk management
- Maintain an unwavering commitment to Shaker Investments’ sell discipline
The Shaker Small Cap Growth Strategy aims to outperform the Russell 2000 Growth index while maintaining the same or lower levels of volatility. The strategy invests in domestic small cap growth companies. The core of what they do is to find really good growth companies.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with NASDAQ Dorsey Wright Relative Strength Portfolios
- SMArtX Virtual Awards Blog Post with NASDAQ Dorsey Wright Relative Strength Portfolios
In the 7th episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with John Lewis, Portfolio Manager at NASDAQ Dorsey Wright, to discuss winning Best Fixed Income Strategy at this year's awards.
Evan and John discuss how NASDAQ Dorsey Wright is able to so effectively implement their relative strength methodology to allocate to where strength is in the markets and the role it plays in client portfolios.
About the Firm
NASDAQ Dorsey Wright relies on relative strength to manage portfolios because of its adaptive nature and its long-term track record. Relative strength is simple in concept, yet powerful in application. Relative strength is simply the comparison of price performance within a universe of securities. Analyzing securities by their relative strength provides a way to identify the current leaders. It is those market leaders that they want to own. Relative strength also allows them to identify the laggards. Successful investing also requires avoiding big losers. They believe relative strength is equally good at identifying long-term winners and losers.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with NASDAQ Dorsey Wright Relative Strength Portfolios
- SMArtX Virtual Awards Blog Post with NASDAQ Dorsey Wright Relative Strength Portfolios
In the sixth episode of the SMArtX 2021 Virtual Awards Webinar, SMArtX CEO Evan Rapoport sits down with Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, to discuss Clark Navigator Fixed Income Total Return strategy winning Best Overall – Most Assets in this year’s awards.
Evan and Glenn talk about the importance of protecting capital, utilizing Relative Strength, tactical flexibility, and why all of this is important to advisors.
About the FirmClark Capital Management is an independent investment advisory firm, 100% family and employee owned, founded in 1986. They have 40 different investment strategies, with a mix of some qualitative strategies as well as a stable of tactical strategies, with many available on SMArtX Advisory Solutions.
Their strategy focuses on risk management and mitigation and utilizes Relative Strength to guide their decisions for investments.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Clark Navigator Fixed Income Total Return
- SMArtX Virtual Awards Blog Post with Clark Navigator Fixed Income Total Return
In the fifth episode of the SMArtX 2021 Virtual Awards Podcast Series, SMArtX CEO Evan Rapoport sat down with Rob Kuharic, Investment Strategist at Russell Investments, helping to manage their tax-managed solutions, to discuss the best ways to keep more of what you earn.
Evan and Rob discuss why Russell Investments is so focused on tax efficiency, how they achieve their goals, and the effect it is having on client portfolios.
About the Firm
“It’s not about what you make, it’s what you get to keep.”
A lot of people do not realize how much taxes can impact their savings rate, their portfolio growth rate, and the effects of compounding. By Russell stepping in to manage clients’ tax efficiency through advanced tax harvesting solutions, clients do not have to worry about tax efficiency. This equates to a client’s net performance being very close to their gross return number.
Russell seeks to provide, on an after-tax basis, high current income and moderate long-term capital appreciation. These portfolios are especially designed for clients sensitive to taxable distributions, these strategies strive to deliver strong returns with reduced capital gains. Tax-exempt, or tax-aware funds are combined with non-tax-aware funds for added diversification and the potential for reducing volatility and/or higher after-tax returns.
Russell Investments’ portfolio construction process is described as:
Design – Translate desired outcomes into a strategic asset allocation
Construct – Create an investable portfolio through a combination of active manager skill and positioning strategies
Manage – Respond to changing market conditions by dynamically adjusting asset classes, managers, factors, sectors, countries, and currencies
Each of these dimensions plays an important role in the model portfolio construction process, and each is under constant evaluation as we look for ways to improve the process.
Resources
SMArtX Advisory Solutions Website
SMArtX Virtual Awards Webinar with Russell Investments
SMArtX Virtual Awards Blog Article with Russell Investments
In the second episode of the SMArtX 2021 Virtual Awards Podcast Series, SMArtX CEO Evan Rapoport sat down with Scott Martin, CIMAⓇ — the CIO of Kingsview — and Neil Peplinski, CFA — the Co-Portfolio Manager of Kingsview — to discuss Kingsview Investment Management Blue Chips Elite Portfolio winning the Best Risk-Adjusted Returns – Equities in this year’s awards.
Evan, Scott, and Neil talk about how Kingsview approaches investing, why they’re believers in the S&P 500, Kingsview’s fundamental-based approach to the volatility of the market, and why all of this is important to advisors.
About the Firm
At Kingsview, they’re bullish on equity investing and big believers in the S&P 500. As investment and portfolio managers, they use ideation and a data-driven approach to take the craziness out of the investing world. Kingsview sees opportunity in equity investing and Kingsview Investment Management Blue Chips Elite Portfolio specializes in risk-adjusted returns. They look for the fundamentals that stand up over time while providing downside protection to investors.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with Kingsview Investment Management
- SMArtX Virtual Awards Blog Post with Kingsview Investment Management
In the fourth episode of the SMArtX 2021 Virtual Awards Podcast Series, SMArtX CEO Evan Rapoport sat down with Jon Maier, the Chief Investment Officer of Global X Thematic Disruptors ETF Model Portfolio, to discuss winning Best Overall Performance in this year’s awards.
Evan and Jon talk about why Global X is always looking at the future, the very diverse themes of Global X, and why all of this is important to advisors.
About the Firm
For Global X Thematic Disruptors ETF Model Portfolio, the word “disruption” is used positively. Global X is interested in the disruptive themes in the market that go beyond traditional assets. The themes they deal with range from financial technology, cybersecurity, cloud computing, robotics, social media, video games and eSports, and biotech.
Global X CIO Jon Maier believes that “thematic equity goes to the heart of the DNA of Global X.” Global X believes the future is in these thematic ETFs. Jon also believes there is a greater diversity of diversification within a thematic portfolio than most people think, with multiple exposure percentages.
Resources
SMArtX Advisory Solutions Website
SMArtX Virtual Awards Webinar with Global X
SMArtX Virtual Awards Blog Article with Global X
In the third episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with Phil Nehro, CFP and Richard Oberuc, the Portfolio Managers and Investment Advisor Representatives of Chapoquoit, to discuss Chapoquoit Dynamic Portfolios-Aggressive winning the Best Balanced Strategy in this year’s awards.
Evan, Phil, and Richard talk about why it’s important to minimize losses rather than squeeze out every ounce of return in a portfolio, the history and inception of Chapoquoit, and why all of this is important to advisors.
About the Firm
Chapoquoit Dynamic Portfolios is a unique, tactical, and fundamental top-down investment strategy employing market and macroeconomic factors that play out over market cycles to invest in ETF sectors. It is designed for investors who wish to build wealth over a longer-term by generating equity-like returns with bond-like volatility.
Resources
SMArtX Advisory Solutions Website
SMArtX Virtual Awards Webinar with Chapoquoit
SMArtX Virtual Awards Blog with Chapoquoit
In the first episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with the Founder and CIO of IDX Insights, Ben McMillan, to discuss IDX Crypto Opportunity Index winning the Best Performing Direct Index Strategy in this year’s awards.
Evan and Ben talk about the importance of mitigating risk in the marketplace, how IDX Insights uses their cutting-edge algorithm to aid investors through the ups and downs of the temperamental market, and why all of this is important to advisors.
About the Firm
IDX Insights is predominantly a research firm that focuses on the direct indexing space. IDX focuses on risk control and helping advisors take smart, educated risks. They are a pioneer in enhanced factor beta research and hedge fund replication, and they provide timely data and insights to help investors make smart decisions. IDX was founded in 2014 and continues to be an innovator in the market.
Resources
- SMArtX Advisory Solutions Website
- SMArtX Virtual Awards Webinar with IDX Insights
- SMArtX Virtual Awards Blog Post with IDX Insights