Winning with ETF Strategies: Top Asset Managers Share Their Methods for Beating the Market (Gal Zentner's Library) by Max Isaacman

Author:Max Isaacman
Language: eng
Format: epub
Publisher: FT Press
Published: 2012-06-15T16:00:00+00:00

Smart Portfolios, LLC

Bryce James (Founder and CEO) www.smartportfolios.com

Smart Portfolios assesses risk against reward in constructing portfolios. It maintains that standard statistical methods do not accurately convey the frequency and magnitude of extreme financial events. Smart’s advanced risk technology is structured to better optimize risk-adjusted returns. AUM $225 million.

Smart Portfolios Improves Risk Analysis and Portfolio Optimization

Bryce James, founder and CEO of Smart Portfolios, has developed a state-of-art asset allocation system called Dynamic Portfolio Optimization (DPO). The DPO model applies a methodology called Extreme Value Theory with other advanced solutions to estimate the risk-adjusted returns of competing investment opportunities in an effort to better optimize a portfolio’s asset mix. Smart Portfolios uses what it believes is a superior method for understanding risk in its effort to enable better allocation decisions to result in higher risk-adjusted portfolio returns. Its DPO model also incorporates an advanced diversification model to measure changes in correlation during volatile markets, which it says further reduces the odds of large losses.

Smart Portfolios believes that the upgraded asset allocation elements in DPO make DPO the most advanced asset allocation solution available. Smart Portfolios applies DPO to portfolios of mutual funds and ETFs. These optimized portfolios are available through investment firms that hire Smart Portfolios as a sub-advisor, an overlay strategy, or as a separately managed account. Smart Portfolios also manages a mutual fund as a sub-advisor to a mutual fund family, and provides overlay management inside the variable annuity and variable life insurance products of several large insurance companies.

Its goal is to create investor portfolios that dynamically adjust the risk tolerances, return expectations, and correlation estimates of investments as markets change, thereby maximizing the risk-adjusted returns for investors and reducing the odds of large losses.

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