NDR Investment Solutions delivers objective investment models and indices as turnkey financial solutions through Investment Solutions partnership. Investment professionals may access our strategies through a wide array of investment vehicles, including mutual funds, ETFs, UITs, managed accounts and direct signal model manager agreements.
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)
This fixed income allocation strategy has the goals of managing risk and keeping you on the right side of major market moves. Each month, macroeconomic and technical indicators are combined to evaluate the relative attractiveness of eight fixed income ETFs across sectors and geographies. A daily risk management model blends macro, fundamental, technical, and behavioral indicators to gauge whether the environment warrants a higher or lower overall risk profile to raise cash from higher risk areas during periods of market stress
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.
A disciplined tactical asset allocation strategy that objectively combines indicators to invest in promising opportunities across asset classes and regions.
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).
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 Long/Flat Trend 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%).
Brian Sanborn, CFA
SVP, Wealth Management Solutions
Paul Jakubowicz, CFA
VP, Investment Research
Lisa Michalski, CFA
Director, Customer Research Solutions
Ed Clissold, CFA
Chief U.S. Strategist
Senior Research Analyst
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.
Third-party firms make certain NDR strategies available through separately managed accounts or funds or other vehicles they sponsor and manage. Please see the offering documents and third party brochures for more information and important additional disclosures. We are not offering to sell or soliciting an offer to buy securities. You are solely responsible for deciding whether any security or investment strategy is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your financial, legal, tax and accounting advisors regarding your specific situation prior to investing. NDR benefits from referrals to these third party advisors and products because it receives compensation based on the amount of assets managed in some of these programs. NDR‘s brochure, available here on the SEC's website, contains additional information about our firm and these model relationships.
Please see important additional disclaimers here: www.ndr.com/terms-of-service
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