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SMArtX and BondBloxx Partner on Multi-Asset Model Portfolios
Slice of Finance Team
19 Mar
Key Highlights:
SMArtX and BondBloxx partner to create BASE Portfolios, a new multi-asset model for financial advisors.
BASE Portfolios are modular, comprising Protection, Income, and Growth sub-portfolios.
Innovative fixed income approach using BondBloxx precision ETFs and SMArtX's asset allocation technology.
Optimized for goals-based and risk-based investing through a flexible, open-architecture structure.
Addresses the investment industry's need for targeted fixed income solutions.
Source: PR Newswire
Notable Quotes:
“The partnership between BondBloxx and SMArtX combines BondBloxx's targeted fixed income solutions with SMArtX's disciplined asset allocation, robust manager selection, and innovative managed account technology, creating a powerful, integrated investment solution.”
“The investment industry has been in need of what BondBloxx has created. We finally have at our disposal the fixed income ETF tools required to truly meet our clients' specific needs.”
“These models offer investors a compelling way to pair the equity side of a diversified portfolio with our targeted exposure fixed income ETFs. We are excited to provide more choice in the rapidly growing multi-asset model business.”
Why This Matters:
The collaboration between SMArtX and BondBloxx introduces a cutting-edge investment model that integrates precision fixed income ETFs with equity investments, addressing the growing need for customizable, risk-aligned portfolios. By offering a modular approach, BASE Portfolios empower financial advisors to construct tailored strategies that optimize both growth and risk management. As multi-asset investing gains traction, this partnership positions SMArtX and BondBloxx at the forefront of innovation in investment solutions.