EQM Indexes Launches Direct Indexes on SMArtX UMA Platform

The new direct indexes will provide customizable exposure to targeted investment themes

EQM Indexes, a creator of innovative investable direct indexes, today announced it added five new direct indexes to the SMArtX Advisory Solutions unified managed accounts (UMA) platform. These indexes leverage EQM Indexes research and expertise to provide targeted, customizable, tax managed exposure to these investment themes and specific market segments.

The new direct indexes available on the platform include:

• EQM Battery Technology & EV Index
• EQM-Emerita Blockchain & DeFi Index
• EQM Commodity Equity Dividend Income
• EQM Emerging Markets China Lite Index
• EQM Sun Energy Index

“We are enthusiastic about being able to offer direct index versions of these important investment themes, giving advisors the ability to further customize these solutions with value-based and individual security and sector constraints, and help optimally manage their client’s tax outcomes,” says EQM Indexes CEO, Jane Edmondson.

EQM Indexes’ direct index models provide global exposure using U.S. exchange-traded companies and are thoughtfully weighted and rebalanced to offer targeted, index-based exposure.

“We are excited to expand the selection of investment strategies available to advisors, providing asset managers with a new and diverse way to scale distribution while giving our clients access to a wider array of asset managers,” said Evan Rapoport, CEO of SMArtX Advisory Solutions. “We look forward to working with EQM Indexes to provide our clients with these low-cost, customizable, direct indexing model solutions.”

These direct index models can be accessed on the SMArtX Advisory Solutions platform. For more information on these index solutions, visit www.eqmindexes.com/smartx

EQM Indexes

EQM Indexes LLC is a woman-owned firm dedicated to creating and supporting innovative indexes that track growth industries and emerging investment themes. Co-founded by Jane Edmondson, a former Institutional Portfolio Manager with more than 30 years in the investment industry, our index design expertise spans a wide range of asset classes and financial instruments. We partner with issuers and work jointly with other index firms to provide benchmarks for Exchange Traded Products (ETPs) such as Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), and other similar products. EQM Indexes LLC also assists firms on a fee basis to design and implement their index ideas.

SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com

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EQM Indexes Launches Direct Indexes on SMArtX UMA Platform