Model & Signal Partnerships
Public Site - Model & Signal Allocation - Main Content
Access NDR Strategies in a Wide Array of Investment Vehicles.
NDR offers select models and indices as turnkey financial solutions. Investment professionals can access our strategies through a wide array of investment vehicles including mutual funds, ETFs, UITs, managed accounts, and direct signal model manager agreements.
Gaining an Edge on Unique Connections
NDR has a rich history building a wide range of financial market models and indices. Over the past three decades the output from these models has been used by some of the industry's most successful asset managers seeking to enhance their performance and perspective on different market themes. Over the years our models and indices have also been utilized by wealth managers seeking to achieve their clients' financial goals.
Model & Signal Strategies
The goal of this strategy is to enhance returns over a buy-hold, U.S. large-cap equity benchmark by overweighting and underweighting sectors based on NDR’s proprietary sector model and mitigating the effects of substantial market declines by reducing equity market exposure as dictated by NDR’s U.S. Equity model.
Latest Commentary (exits ndr.com)
The Trust seeks to achieve its investment objective by investing in a portfolio of U.S.- listed common stocks that may be in a position to take advantage of current thematic opportunities. NDR identifies investment themes and suggest securities for the portfolio that it believes possess the potential to benefit from the investment themes and market conditions as of the security selection date. An investment theme is a market idea that has the potential of selecting securities of companies that may be poised to outperform the broader market. The investment themes will be specific and constant within the Trust, as selected on the security selection date.
The NDR Active Allocation - Kathrein fund is a dynamically managed balanced fund-of-fund using exchange traded funds (ETFs) for the various asset classes of stocks, bonds, and money markets. The individual asset classes can be over or underweighted based on quantitative models depending on the current market situation independent of the benchmark. The investment decisions may use the research and the capital market forecasts of Ned Davis Research (NDR).
Invests in 13 different assets including U.S. equities, global equities, fixed income, and cash. 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.
Merges macroeconomic and technical indicators in a weight-of-the-evidence approach to allocate across nine fixed income sectors including duration, quality, and geographies.
Combines trend, behavioral, fundamental, and macroeconomic indicators in a weight-of-the-evidence approach to assign tactical asset weights vs. a cap-weighted benchmark of eleven sectors within the U.S. large-cap space.
The VanEck NDR Managed Allocation Fund is a tactical asset allocation fund that has the flexibility to allocate among securities and cash, helping investors with core asset allocation decisions. The fund allocates to global stocks and U.S. fixed income through exchange-traded products (ETPs) with the ability to raise significant cash to limit drawdowns during extreme market events.
VanEck Vectors® NDR CMG Long/Flat Allocation ETF (LFEQ®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF). The NDRCMGLF Index follows a proprietary model that determines when, and by how much, it allocates to U.S. equities and/or U.S. Treasury bills to seek to help avoid losses in declining markets or capitalize from rising markets. The model produces daily trade signals to determine the Index's equity allocation percentage (100%, 50%, or 0%).
Public Site - Models & Signal Partnershipts - Disclaimer
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.
References to “NDR” throughout refer to Ned Davis Research, Inc. NDR is a registered as an investment adviser with the Securities and Exchange Commission (SEC). NDR serves as the Signal Provider in connection with these strategies. The information provided here has not been approved or verified by the SEC or by any state or other authority. Additional information about NDR also is available on the SEC's website at https://www.adviserinfo.sec.gov/IAPD/default.aspx. This material is provided for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or to participate in any trading strategy. NDR’s strategies, including the model discussed in this publication, are intended to be used only by sophisticated investment professionals.
Ned Davis Research, Inc. makes no representation or warranty, expressed or implied, regarding whether the strategies are suitable for investors generally or the advisability of trading in such product. Ned Davis Research, Inc. does not guarantee that the strategies have been accurately calculated or that the strategies appropriately represent a particular investment strategy. The strategies are heavily dependent on quantitative models and data from one or more third parties, and there is no guarantee that these models will perform as expected. While the strategies are designed to reduce risk from adverse market conditions, there is a risk that actual performance could be worse than a buy-and-hold strategy. Ned Davis Research, Inc. and its affiliates shall not have any liability for any error in the strategies' calculation or for any infirmity in the investment products.
NDR DOES NOT GUARANTEE THE ACCURACY AND/OR THE COMPLETENESS OF THE STRATEGIES OR ANY DATA INCLUDED THEREIN AND NDR SHALL NOT HAVE ANY LIABILITY WHATSOEVER FOR ANY ERRORS, OMISSIONS, OR INTERRUPTIONS THEREIN. NDR MAKES NO WARRANTY, EXPRESS OR IMPLIED, AS TO RESULTS TO BE OBTAINED BY LICENSEE, OWNERS OF THE STRATEGIES, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE STRATEGIES OR ANY DATA INCLUDED THEREIN. NDR MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE WITH RESPECT TO THE STRATEGIES OR ANY DATA INCLUDED THEREIN. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT SHALL NDR HAVE ANY LIABILITY, JOINTLY OR SEVERALLY, FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.
There may be a potential tax implication with a rebalancing strategy. Re-balancing involves selling some positions and buying others, and this activity results in realized gains and losses for the positions that are sold. This reduction could be material to the overall performance of an actual trading account. NDR does not provide legal, tax or accounting advice. Please consult your tax advisor in connection with this material, before implementing such a strategy, and prior to any withdrawals that you make from your portfolio.
Please see important additional disclaimers here: www.ndr.com/terms-of-service