Investment Products Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
8 articles
Investment Products: Overview & Advisor WorkflowUnderstand how to navigate the product library and move from model discovery to portfolio implementation.
Finding the Right Models: Search, Filters & FavoritesLearn how to efficiently narrow strategies into a curated list aligned to your needs.
Researching Models: Microsites, Holdings & Due DiligenceEvaluate strategies using performance data, holdings insights, and SMArtX due diligence tools.
Help Me Find Models: Transitioning Portfolios EfficientlyMatch existing holdings to SMArtX models to reduce turnover, minimize taxes, and streamline transitions.
Portfolio Builder: Construct, Analyze & Propose PortfoliosCombine models, adjust allocations, and generate client-ready performance reports and proposals.
Key Concepts: Fees, Holdings Transparency & Program TypesUnderstand how model fees work, when full holdings are visible, and the difference between UMA and SMA implementations.
Q&A: Investment Products
Best Practices: Investment Products