SMArtX Advisory Solutions Announces Q3 2025 Select List of Investment Strategies
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SMArtX Advisory Solutions has released its Q3 2025 Select List, a curated collection of investment strategies identified through a proprietary, quantitatively driven screening process. The list aims to help financial advisors and their clients identify investments with a high probability of generating strong risk-adjusted returns. This quarter’s list features 109 strategies – 51 earning “Gold” status and 58 receiving “Silver” – selected from over 1,500 strategies available on the SMArtX platform.
Understanding the smartx Select List Methodology
The SMArtX Select List utilizes a rigorous quantitative approach to evaluate investment strategies. This process focuses on identifying those with the highest potential for excess return relative to a specified benchmark, while carefully considering downside risk.The evaluation is based on four key metrics:
* Excess Return: Measures the strategy’s performance above its benchmark.
* Risk/return Asymmetry: Assesses the balance between potential gains and potential losses.
* Active Tail Risk: Evaluates the strategy’s exposure to extreme negative events (tail risk).
* Return Consistency: Determines the stability and reliability of the strategy’s returns.
According to Pascal Roduit, Chief Investment Strategist at SMArtX, “Advisors and their clients need an unbiased framework to review and identify investment products that are likely to increase the chances of capturing strong risk adjusted returns into the future. The select list is designed to be that solution.” https://www.prnewswire.com/news-releases/smartx-advisory-solutions-announces-q3-2025-select-list-of-investment-strategies-302923447.html
Q3 2025 Select List Highlights
The Q3 2025 Select List encompasses 32 distinct investment categories. The strategies are categorized as either “Gold” or “Silver” based on their performance against the four quantitative metrics. This curated approach significantly narrows the field for advisors, streamlining the selection process from the broader universe of over 1,500 strategies offered on the SMArtX platform.
Accessing the Complete Select List
The full Q3 2025 Select List is available for download. https://share.hsforms.com/1XfvACBV7SH6ZqcR8LnQFzgq7mme
About SMArtX Advisory Solutions
SMArtX Advisory Solutions provides a platform for financial advisors,offering access to a wide range of investment strategies and tools. The company focuses on delivering data-driven insights and solutions to help advisors build and manage client portfolios effectively.
Key Takeaways:
* SMArtX’s Q3 2025 Select list features 109 investment strategies (51 Gold, 58 Silver) across 32 categories.
* The list is based on a proprietary quantitative screening process evaluating Excess Return, Risk/Return Asymmetry, Active Tail Risk, and Return Consistency.
* The Select List aims to simplify investment selection for advisors and improve risk-adjusted returns for clients.