Public Site - Wealth Management

Learn about NDR's investment research for wealth managers.

NDR has a comprehensive service for wealth managers that provides broad, objective market analysis, implementation ideas through strategy publications, charts, tools, and model portfolios. This service helps wealth managers tell the story to their clients, from a firm with a rich history of providing high value, relevant, empirically-based market research and insights. The service includes:

  • Advisory Publications
  • Sector and industry allocation recommendations
  • Multi-Asset ETF model portfolio
  • Monthly U.S. Stock Portfolio
  • Alternative assets and commodity research
  • ETF Selection, tools, and charts
  • Additional selection tools and historical charts

NDR service for wealth managers offers tools and quantitative research on over 4,800 U.S. stocks and complete coverage of domestic exchange traded funds (ETFs) and provides multi-asset allocation and model portfolios.

 

Clients and trials also have access to:

Charts & Reports

  • Key NDR Models
  • Including Economics, Fixed Income, Global and U.S. Equities, U.S. Sector Allocations and Commodities

Interactive Products

  • Stock Screener
  • ETF Screener
  • ETF Correlator

Conference Calls

  • Market Outlook
  • Thematic Topics
  • Tutorials

 

Add-On Products

 

Samples of Research and Insights

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

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Explore NDR's 360-degree approach to leverage insights that combine how the market should be acting  with how the market is acting.

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