Le Lézard
Classified in: Science and technology, Business

Lear Investment Management Global Vigilance Global, Multi-Asset Class Portfolio Selected for SMArtX


DALLAS, Jan. 22, 2019 /PRNewswire/ -- Lear Investment Management ("Lear"), a Dallas based investment advisor focused on portfolio management, research, and a superior client experience, today announced that the firm's long only, model-delivery, Global Vigilance investment strategy has been selected for inclusion on SMArtX Advisory Solutions' UMA platform ('SMArtX').  SMArtX is a next generation unified managed accounts platform open to all RIAs and IBDs, and it also operates as the fully integrated managed accounts solution for SS&C Advent, part of SS&C Technologies.

The SMArtX platform is a highly efficient approach to achieving scalability and enhancing distribution for investment managers. For Lear, inclusion will translate into direct and tangible benefits, including the ability to offer the firm's Global Vigilance strategy to a broader investor base through a simple, cost-effective model portfolio structure.  Because model portfolios require nominal marketing, client servicing, fund structuring, or operational burden, Lear's Global Vigilance strategy will now be included in a turnkey distribution system that delivers a broad range of investment strategies at low cost with intra-day liquidity, real-time performance reporting, and other features to help scale and streamline investment management operations.

"We are gratified to be included on the SMArtX platform which, we believe, provides validation for our disciplined, research-driven investment style," said Rick Lear, Lear's Managing Partner.  "Together with our recent receipt of Morningstar's 5-star rating, our presence on the SMArtX platform provides additional momentum as we broaden efforts to provide Advisors and their clients with an innovative, results-driven approach to investing in this challenging market environment."

About Lear Investment Management  

The Lear Investment Management team is comprised of research-driven experts oriented around creative intelligence gathering and an investment process that balances: (1) quantitative analysis; (2) rigorous fundamental research grounded in capitalizing on global economic trends; and (3) keen attention to risk management.  The vast experience of the research team, coupled with its differentiated investment process, facilitates Lear's ability to develop ? and act upon ? a global investment thesis.  The Firm's clients include select individuals, families and foundations.  Lear also serves as a sub-advisor to financial advisors seeking an investment manager with Lear's investment capabilities.

About SMArtX Advisory Solutions (www.smartxadvisory.com)   

SMArtX Advisory Solutions is the next generation turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure.  The firm also uses its proprietary trading and managed accounts technology to power SMArtX (www.smartx.us), SS&C Advent's integrated unified managed account solution. For more information, please visit www.learim.com.

Contact 
Lear Investment Management (www.learim.com
Holly Williams, Operations Manager 
[email protected] 
214-445-5900

SOURCE Lear Investment Management


These press releases may also interest you

at 06:30
Kraken Robotics Inc. ("Kraken" or the "Company") announces that it has received contracts totalling $2.4 million for subsea batteries and synthetic aperture sonar systems (SAS). The SAS sensor contracts are for a Research Institute and a...

at 06:29
Banxso, a prominent player in the online trading world, has successfully launched the Tour de Banxso, South Africa's latest trading spectacle, set to revitalize the financial trading community. This highly anticipated event, running from February 15...

at 06:18
On March 19, SolaX Power proudly announces that it has become Partner of Borussia Dortmund, a distinguished football club based in Germany. This landmark collaboration signifies the inaugural alliance between Borussia Dortmund and a solar energy...

at 06:15
Shipium, the leading shipping platform for enterprise retailers and logistics service providers, today announced a partnership with Manhattan Associates , the global leader in supply chain commerce. The partnership welcomes Shipium into the Manhattan...

at 06:01
Continuing its commitment to financial inclusion in Indonesia, JULO has launched a distinctive nationwide healthcare financing feature. JULO Health is now available to finance Indonesians' healthcare needs across any of the nation's health facilities...

at 06:00
Bybit, one the world's top three crypto exchanges by trading volume, and Solana, one of the fastest-growing ecosystems in the blockchain sphere, joined forces for an electrifying livestream discussion with other dApps. The event showcased the...



News published on and distributed by: