What Is a Model Microsite?
Each model has a dedicated research hub (“microsite”) containing:
Quantitative data
Qualitative insights
Manager background
SMArtX due diligence
How to Use Microsites Effectively
Advisors should evaluate models across three dimensions:
1. Strategy Fit
Investment philosophy
Intended role in portfolio
2. Performance Behavior
Return consistency
Drawdowns vs benchmark
3. Risk & Composition
Holdings concentration
Exposure types
Microsite Sections Explained
Section | How to Use It |
Overview | Understand strategy intent |
Performance | Evaluate track record |
Statistics | Assess risk + efficiency |
Holdings (Top 5) | Identify key exposures |
About Us | Validate manager credibility |
Research | Review thought leadership |
Due Diligence | Confirm SMArtX vetting |
Disclosures | Review fees + legal |
Holdings Transparency Model
SMArtX follows a tiered transparency approach:
Stage | Visibility |
Pre-allocation | Top 5 holdings only (bottom of Statistics page of microsite) |
Post-allocation | Full holdings + weights |
Why Full Holdings Are Restricted
Protects manager intellectual property
Prevents strategy replication
Maintains fairness across advisors
Accessing Full Holdings
After allocation:
Go to Account Details
Select Holdings under the model sleeve
Model Delivery Fee (Important)
This is the fee charged by SMArtX to:
Implement the model
Maintain it in the account
It does NOT include:
Advisor fee
Custodian fees
External manager expenses
Advisor Insight
Microsites are not just informational—they are your primary due diligence tool