Loading...

h-factor system

A smarter way to identify and avoid the losers.

One differentiated platform. Two powerful solutions.
One goal: helping you grow your practice.

Analytics

Transform your practice

Use our h-factor methodology to give clients insight they have never seen before.

LEARN MORE
SPACE

Systematic Personal Asset
Customization Engine

Turn insight into action.

LEARN MORE

h-factor Analytics

Transform your practice

Use our proprietary h-factor methodology to give clients insight they've never had before-quantifying how much human behavior is embedded in price.

What you can do

Search and discover real time h-factor scores for more than 4,000 equities and ETFs

Understand the math behind every h-factor score

Build personalized watchlists for stocks and ETFs

Compare securities head to head using h-factor insights

See the impact of avoiding the losers in investment universes or ETFs

Access our full database of historical h-factor scores

Run hypothetical illustrations to bring your story to life

View New Age Alpha proprietary h-factor indexes

SPACE

Systematic Personal Asset Customization Engine

SPACE graphic

Turn insight into action.

SPACE bridges the gap between understanding risk and implementing it-allowing you to build strategies that reflect both discipline and client reality

What you can do

  • Build custom bespoke strategies using proprietary h-factor scores

  • Customize investment universes or ETFs to meet client needs

  • Apply factor screens and filters to target specific exposures

  • Use Best Ideas as a starting point for strategy construction

  • Improve the client experience with built-in tax optimization tools

  • Generate fact sheets and proposals directly within the platform

Personalize an index

Take an index and personalize it to fit your client's specific needs

Choose Index
Universe or ETF

Choose Index Universe or ETF

Remove companies
and sectors

Remove Companies and Sectors

Screen for
factors

Screen for Factors

Select weights
and tax optimize

Select Weights and Tax Optimize

Important Disclosure

The snapshot is being provided for illustrative purposes only and should not be construed as providing investment advice or as a recommendation to buy or sell any particular security. This snapshot is taken at a particular point in time and any analysis or information contained in it is outdated and should not be relied upon. Past performance is not an indication or a guarantee of future results. For full disclosure click here.

Improve an ETF

Take what's good and make it better

01

ETFs do not consider an investor's specific financial goals or risk tolerance. They are also not designed to outperform, but they rather provide exposure.

02

SPACE's ability to improve an ETF by personalizing its holdings using our tools enables investors to tailor their exposures to their particular financial goals and needs.

03

In addition to tailoring market exposure, SPACE's proprietary alpha factor aims to improve returns.

Learn to identify and avoid the losers

Request access to the h-factor system.