Smart Portfolio Strategies

Using a manager's selected stocks, Smart Portfolio Strategies (SPS) produces multiple Enriched™ portfolios, each maximising the impact of their stock selection skill. The manager selects their preferred portfolio via a dedicated INTELLIGENT environment GUI. Portfolios produced with SPS’ proprietary Enrichment™ maximise the expression of the manager’s stock selection skill and minimise the influence of other, unintended bets on the portfolio’s performance. Founded in 2015, Smart Portfolio Strategies offers a ground-breaking equity portfolio rebalancing service. Clients retain existing workflows and enhance performance by including our final Enrichment™ finishing step. Potential users include institutional and retail fund managers, family offices and asset owners.