Resources

Blog Articles

TAMPs and Model Marketplaces: Which is Right For You?

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...

SMArtX Virtual Awards Strategy Spotlight – WCM Quality Global Growth

Best International Strategy WCM Quality Global Growth featuring Jon Tringale, Client Portfolio Manager at WCM Investment Management Link to this WEBINARIn 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,...

SMArtX Virtual Awards Strategy Spotlight – Ithaka Concentrated Growth

Best Opportunistic/Multi-Cap Strategy Ithaka Concentrated Growth featuring Scott O'Gorman, Principal & Portfolio Manager at The Ithaka Group Link to this WEBINARIn 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...

SMArtX Virtual Awards Spotlight – Northern Trust

Northern Trust featuring Nadia Papagiannis, Senior Vice President at Northern Trust Link to this WEBINARIn 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...

SMArtX Virtual Awards Strategy Spotlight – Riverbridge Eco Leaders

Winner for Best SRI/ESG Strategy Riverbridge Eco Leaders featuring Ross Johnson, Portfolio Manager & Analyst at Riverbridge Partners Link to this WEBINARIn the 13th 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...

SMArtX Virtual Awards Strategy Spotlight – ClearBridge Mid Cap Growth

Best Mid/SMID Cap Strategy ClearBridge Mid Cap Growth featuring Brian Angerame, Managing Director and Portfolio Manager at ClearBridge Investments Link to this WEBINARIn the 11th 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...

The Illusion of Choice

As Neo from The Matrix prophetically outlined, “Choice. The problem is choice.” when realizing the best way to control a human system was by giving them the illusion of choice. In doing so, everyone was ‘happy’, and the system was stable. This idea is not too far from how many wealth management platforms oversee their users.  Internal platforms offer specific products that are pushed by internal research, ‘product’ platforms offer limited solutions, and other technology platforms offer a wide...

The Role of Third-Party Asset Managers

A “Jack of All Trades” can sometimes also be referred to as ‘a mile a wide and an inch deep’. While certainly not always the case, it can be particularly relevant in the highly diverse world of investment management.  The enormous amount of information available to just about everyone has raised the information bar, making it more difficult to find an edge that enables one firm to outperform others. From monitors parked outside of manufacturing facilities counting trucks coming and going to...

SMArtX Virtual Awards Strategy Spotlight – Victory Capital Management

Best Large Cap Strategy Victory Capital Management featuring Erick Maronak, Chief Investment Officer Link to this WEBINARIn 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 how working together for 25 years, sticking to a 50/50 quantitative/subjective...

SMArtX Virtual Awards Strategy Spotlight – AXS Multi-Strategy Alternatives

Best Risk-Adjusted Returns - Alternatives AXS Multi-Strategy Alternatives featuring Parker Binion, Portfolio Manager Link to this WEBINARIn 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 for 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,...