Public Persona | Custom Research Solutions Standfirst & Method

Custom Research Solutions

Bespoke investment research exquisitely tailored to meet your needs.

Based on extensive quantitative modeling experience, we build and maintain NDR’s flagship strategy models, power its investment solutions and serve as the engine behind NDRs advisory platform models and signals.

Carefully Crafted Customized Content

NDR’s Custom Research Solutions (CRS) analysts are well-versed in NDR’s 360° methodology, which combines fundamental and technical research disciplines. The possibilities for client projects, however, are broad-ranged. CRS can employ a variety of methods in custom analysis, including purely technical or fundamental approaches and even machine learning techniques.

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NDR Custom Research Solutions


The Right Analyst for the Right Job

NDR’s Custom Research Solutions (CRS) analysts have diverse backgrounds and decades of combined experience in objective, quantitative research analyzing financial markets. We also have direct access to NDR’s in-house Strategists, who we often consult for additional expertise while working on custom projects.

The team’s breadth and depth of knowledge allows us to assign the most appropriate analyst to the task at hand, whether it be creating content for marketing materials, building stock portfolios, authoring white papers, and more.

Need a little inspiration? 

Review our quarterly publication that highlights notable CRS projects for ideas. You can find the latest edition here: Integrated Analyst 24.01. 


Introductory Level Services

  • Developing indicators and market studies
  • Testing the efficacy of factors in different market regimes
  • Helping with process improvement – organizing and aggregating data, performance reporting
  • Producing content for marketing materials
  • Performing historical research over long time periods
  • Evaluating investment ideas

Watch Reports


Market Studies


Indicator Testing


Professional Level Services

  • Combining, organizing, and maintaining market and economic data such as quarterly chart books, monthly market updates, or tear sheets
  • Quantifying portfolio & market risks
  • Back testing & stress testing existing models or indicators
  • Creating dashboards to organize market information



Pattern Recognition


Equity Screens



Concierge Level Services

  • Researching and authoring white papers
  • Building customized research tools
  • Building asset allocation models
  • Creating portfolios for active, smart beta and/or passive strategies
  • Building customized models using the latest AI algorithms, including NLP and Machine Learning

Custom Indexing


Asset Allocation Model


White Papers


Delivery Methods

  • Formats: PDF, Powerpoint, HTML, Excel Methods: email (attachments or hyperlinks), proprietary Custom Research site login on, and/or sFTP (requires additional one-time set-up fee).
  • Distinctions between clients’ IP and NDR’s IP are clarified at the start
  • Your IP is strongly protected

Request more information about tailored solutions

Public Persona - Communication Methods

Communication Methods

Website Portal

On-demand access to a broad array of charts, publications and tools. Easy-to-manage content lists and curated content available at your convenience.


Monthly broadcasts on wide variety of timely topics. Accessible for all levels of subscription, these webinars include convenient access to replays, slide decks, interactive polls and a lively Q&A.

One-on-one calls

Craving a bit of one on one time with your favorite strategist? One-on-one calls can be arranged through your sales reps with specific strategists and analysts.


Our strategists and analysts are regularly sought after as expert panelists and presenters at investment industry conferences world-wide.

Direct Email

Many of our reports, charts, and publications can be sent directly and conveniently to your inbox.