Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub.
According to Jerry Michael, co-founder and president of Smartleaf, “Our clients are increasingly skeptical of traditional active management. Melius’s EAM Portfolios are a stand-out example of the type of innovation that our clients are looking for. We are delighted that Melius’s Portfolios and the power of Ensemble Active Management will now be available to our clients.”
Smartleaf will be adding 10 EAM Portfolios from Melius to its model hub, covering the primary US equity asset classes used in asset allocation models, plus several specialty solutions such as ESG (Environmental, Social, and Governance). All 10 of the featured EAM Portfolios have impressive track records, with 9 having an inception date dating back at least 10 months. The innovative ‘Sector Disruptor’ Portfolio was launched earlier this year.
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Tim Mullaney, founder and president of Melius, stated “Melius and Smartleaf share a common vision of leading change within the investment industry. Smartleaf has changed the paradigm for managing client portfolios, and Melius is in the process of redefining what investors can expect regarding actively managed investment results.” He added, “This is a remarkably natural partnership. Adding tax management and customization to the AI-powered strength of Ensemble Active Management creates an investment solution that simply has not existed in the industry – until now.”
EAM Portfolios were explicitly designed to outperform both traditional active managers and passive indexes. They use tools and proven insights from the world of Artificial Intelligence and Machine Learning to unleash core investment capabilities from traditional active management. In fact, EAM Portfolios have been described as solving a “genetic defect in active management.”
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