Got an idea but don't have the time or expertise to make it a reality?
Do you need research support but cringe at the costs of hiring internally?
Let Custom Research Solutions do it for you!

Tailored Solutions are one-time project based offerings, designed to address common investment challenges. These projects are customized to your specifications and classified into basic, core and premium based on complexity. Learn more
  • Package Options Include

    • Unlimited, On-Demand Research Support
    • Access to NDR's proprietary content and models
    • Tailored Solutions projects
    • Dedicated CRS analyst
    • Onsite analysts and strategists visits
  • Basic
    Tailored
    Solution
  • Core
    Tailored
    Solution
  • Premium
    Tailored
    Solution
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  • Watch Reports
    help you make investment calls by organizing key indicators into an easy-to-follow framework. See example
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  • Market Studies
    can provide important historical context, strategist thoughts, and potential outcomes that may influence your decision making. See example
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  • Factor Testing
    enables you to validate your ideas with a veteran quant team and confirm your factor model is robust before making an important investment decision. See example
  • Dashboards
    organize all your content into a single portal optimized for your investment research style. See example
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  • Pattern Recognition
    evaluates and identifies investment opportunities across a myriad of universes. See example
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  • Equity Screens
    harness NDR's global equity database to rest and develop robust equity selection strategies. See example
  • Equity Allocation Model
    Build a complete equity selection strategy that outperforms your benchmark, aligns with your investment philosophy, and manages a myriad of risks in an intelligent way. See example
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  • Asset Allocation Model
    Build a complete asset allocation strategy that aggregates and centralizes competing ideas into an objective framework. See example
Learn more about NDR's Custom Research Solutions
Concierge Solutions provides on-demand access to our analyst staff to address a variety of your investment needs including: customized charts and reports, white papers, commentaries and signal systems. Learn more
Learn more about NDR's Custom Research Solutions

Management Team

Lisa Michalski
Lisa Michalski, CFA

Associate Director

Rico Font
Rico Font, CMT

Associate Director