NDR Investment Solutions

Ned Davis Research Investment Solutions now offers select models and indices as turnkey financial solutions. Investment professionals will have access to our strategies in a wide array of investment vehicles including Mutual Funds, ETFs, Managed Accounts, and Direct Signal Model Manager agreements.


Ned Davis Research has a rich history of building a wide range of financial market models and indexes. Over the past three decades the output from these models have become a trusted resource for the industry's most successful asset managers seeking to enhance their performance and perspective on different market themes. Over the years our models and indexes have also been trusted by Wealth Managers to achieve their clients' financial goals.

NDR's 360 Approach   360° Approach

Our constant curiosity has transformed this once ‘Technical' research shop into a highly sought after multi-disciplined investment partner. We apply our sophisticated analytical engine to a broad spectrum of market data inputs including:

  • Cutting edge price-based indicators
  • Sentiment data to gauge crowd psychology
  • Fundamental indicators quantified for historical relevance
  • Macro data tested for market implications

This blended, robust approach frames NDR's 360° investment model construction process.

Why is this approach critical? There is a difference in what certain types of indictors and data provide you in evaluating the market:

  • Fundamental Macro indicators tell the investor what the market should be doing (market Risk and Reward)
  • Technical Sentiment indicators tell the investor what the market is actually doing

For model manager partnership including signal delivery, managed accounts, and structured product sponsorship please contact Rooker Price - rprice@ndr.com | (617) 279-4867.

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NDR Dynamic Asset Allocation Alpha Strategy:

Invests in 13 different assets ranging from U.S. equities, global equities, and Fixed Income. This model utilizes a turnover-reducing algorithm to keep trading cost down and rebalances monthly, providing a tactical asset allocation overlay to the ETF investable asset classes.


NDR Global Managed Allocation Strategy:

A top down global stock-bond-cash asset allocation framework that invests in seven global regions or country equity markets and drills down into cap and style allocation within the U.S. Different constraint parameters are available.

Any product examples provided on this page are offered for illustrative purposes only and are not intended to reflect current opinions or views of NDR and its research team. Using any graph, chart, formula or other device to assist in deciding which securities to trade or when to trade them presents many difficulties and their effectiveness has significant limitations, including that prior patterns may not repeat themselves continuously or on any particular occasion. In addition, market participants using such devices can impact the market in a way that changes the effectiveness of such device. Please see important additional disclaimers here: www.ndr.com/terms-of-service