Traditional and Alternative Strategies in One Account
Wealth advisors can now complement their traditional, long only allocations with strategies typically less correlated to the market, such as hedged equity, market-neutral, and options strategies. These types of strategies have been shown to help reduce volatility and protect against acute downside movements, especially in times of significant market disruptions.
Each of these traditional and alternative strategies is offered through the same SMArt Xchange advisor dashboard and the same managed account structure, providing a single interface to create investment portfolios that meet your client’s investment objectives.
SMArt Xchange offers model portfolios of investment strategies across a full spectrum of options.
1 Planned availability Q2 2017