NDR Custom Research Solutions

NDR Custom Research Solutions focuses on customized, objective research based on extensive quantitative analysis and models. 

  • Builds and maintains NDR’s flagship strategy models, power its investment solutions and serves as the engine behind NDRs advisory platform models and signals
  • Provides customized investment research, market analysis and models
  • Improves clients’ processes through content organization (dashboards, reports, charts), automation, investment software and tools
  • Offers an integrated strategy approach and investment process tailored to clients’ needs

What we deliver


Basic Tailored Solution

Watch Reports


Market Studies


Factor Testing


Core Tailored Solution



Pattern Recognition


Equity Screens


Premium Tailored Solution

Equity Allocation Model


Asset Allocation Model


White Papers


Learn More About Tailored Solutions

IP Protection

  • Distinctions between clients’ IP and NDR’s IP are clarified at the start
  • Your IP is strongly protected

How we do it

  • NDR’s 360 approach combines fundamental and technical research disciplines: fundamentals tell us how the markets should be acting, while technicals reveal how the markets are acting. 
  • Truly insightful and timely ideas demand a balance between fundamentals and technicals; actionable ideas meet balanced, strategic insights through our 360-degree methodology.
  • Successful investing is seeing the signals and making informed decisions; to do this, we provide a clear view of the whole investment picture, including a perspective on sentiment.

Public-Custom Research Solutions Staff bio

Lisa Michalski, CFA Director, Custom Research Solutions