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Our Thinking

resources
BBVA Case Study

Case Study: Leveraging Portfolio Customization to Win Business

July 11, 2018

Top performing PM lands a prospect with the help of Smartleaf’s customization software and client services.

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resources
DI Infographic

Infographic: Why Direct Indexes are Better Than ETFs

June 27, 2018 Three reasons why direct indexes are better than ETFs
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resources
BOH Case Study

Case Study: Bank of Hawaii

June 25, 2018

Bank of Hawaii improves service to clients, cuts dispersion by 50%, and doubles sales goal.

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opinion
blog index

An Index to Smartleaf’s Top Blog Posts

June 21, 2018

Our most popular posts, organized by subject matter.

 

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opinion
bad data

Bad Data and Automated Rebalancing

June 21, 2018 How automated rebalancing systems handle bad data.
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opinion
risk profiling

Risky Business: The Art of Risk Profiling

June 14, 2018

Risk profiling may seem scientific, but it’s really more art than science.

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opinion
advisor centric client centric

Advisor Autonomy or a Consistent Client Experience?

June 07, 2018

The pros and cons of each and where the industry is headed.

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opinion
ESG Investing

Q&A: ESG Investing

May 31, 2018

Q&A from a talk at Cambridge’s Venture Cafe on “ESG and Technology”

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news
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Raptor Trading System Announces Successful Trading Platform Integration with Smartleaf

May 30, 2018

Raptor Trading Systems and Smartleaf successfully integrate their systems to create an industry-leading automated rebalancing and trade order management solution.

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opinion
calendar-based rebalancing and cost-benefit rebalancing

Why the Days of Calendar-Based Rebalancing are Numbered

May 24, 2018

 Calendar-based rebalancing is inefficient and bad for clients.

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