See the signals.

Three Tiers of Wealth Services

Wealth Hero

NDR Solutions

Nested Applications

Wealth Choose Tiers

Choose from Three Tiers of NDR Wealth

Wealth Bronze

Bronze

Curated, complimentary services and resources

Investment Insights

Stay ahead with NDR’s investment insights, analysis and perspective on the economy and the markets.

  • Weekly and monthly investment insights and analysis covering the global and U.S. economy, asset allocation, fixed income, U.S. stock market, sector analysis and themes
  • Topical webinars for wealth advisors

Investment Ideas

Leverage NDR’s capital markets expertise, independent macro-economic research and analysis to help differentiate yourself in client communications.

  • Curated client-friendly charts with historical performance, historical and expected returns
  • Interactive tools that develop custom client-friendly charts
  • Library of white papers

Investment Ideas

Remove emotion and subjectivity from the investment process by focusing on our objective, rules- based investment ideas and tools.

  • NDR Stock and ETF screeners and tear sheets
  • Back-tested, factor-driven focus lists
  • NDR Investment Solutions’ model portfolio commentaries and fact sheets
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Wealth Silver

Silver

Tailored Wealth and Investment Solutions

Wealth advisors can further improve their practice by complementing their Bronze access with NDR Wealth’s customizable, private-label services, and investment solutions.

These include

  • Client-friendly newsletter (private labeled or co-branded)
  • Model portfolio signals
  • Model portfolio commentary (private-labeled or co-branded)
  • Model portfolio factsheets (private-labeled or co-branded)
  • Bespoke model portfolios
  • Access to NDR’s strategists for your own events or webinars
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Wealth Gold

Gold

Full Access to NDR Investment Research and Solutions

Macro and Investment Research

NDR Global 360°

Global economics and asset allocation, detects business cycles, and identifies investment themes.

NDR U.S. 360°

Economics, asset allocation, equity style, and sectors to identify important themes in U.S. financial markets.

NDR Europe 360°

Regional Europe and individual countries and sectors, and periodically highlights stocks or ETF-specific insights.

NDR MacroEdge 360°

U.S. and global fixed income markets, economics, and asset risks in those and other asset markets.

NDR Hotline 360°

Commentary and perspectives on market trends, sentiment, macro environments, and latest economic data.

Applications

Thematic Opportunities

High-conviction investment ideas for investment managers and their clients.

ETF Selection

Over 2,500 ETFs to identify those that meet investment needs and help optimize portfolios.

Stock Selection

Stock selection analysis, screening information and implementation ideas.

Model Portfolio Availability

Amplify

C8 Technologies

Envestnet

GeoWealth

SMArtX

Vestmark

Smart Sector Series (www.dhfunds.com)

NDR Model Portfolios

Dynamic Allocation

A high conviction (large tracking error) approach to global asset allocation. Invests across 13 different assets including U.S. equity styles, global equity regions, fixed income sectors, and cash.

Fixed Income Allocation

Allocates across nine fixed income sectors including duration, quality, and geography.

Global Allocation

Overweights and underweights global asset classes and equity regions relative to a 60/40 benchmark.

International Equity Allocation

Seeks larger and smaller non-U.S. equity markets with favorable attributes.

U.S. Sector Allocation

Assigns tactical weightings across eleven equity sectors relative to the U.S. large-cap space.

Day Hagan/NDR Smart Sector Model Portfolios

Smart Sector Balanced Portfolios

Strategic allocations to U.S. equities, international equities, and fixed income using the Smart Sector framework.

Smart Sector Fixed Income

Raises cash from areas correlated to equities during periods of market stress. For the invested position, the strategy allocates across nine fixed income sectors including duration, quality, and geography.

Smart Sector Global Tactical Allocation

Overweights and underweights global asset classes, equity regions, and U.S. equity styles relative to a 60/40 benchmark.

Smart Sector U.S. Equity

Raises up to 50% cash during periods of market stress. For the invested position, the strategy seeks larger and smaller non-U.S. equity markets with favorable attributes.

Smart Sector International Equity

Raises up to 50% cash during periods of market stress. For the invested position, the strategy assigns tactical weightings across eleven equity sectors relative to the U.S. large-cap space.

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