Philosophy
We believe there is an imperfect understanding of where alpha comes from. Rather than trying to pick winners, investors should avoid the losers.
A proven team with 20+ years of successful partnership building modern, efficient, and dependable asset management firms.
Investment Solutions
Our portfolio solutions are designed to help you build your business and grow your client relationships.
Our custom indexes seek to achieve a singular goal – enhance all existing investment universes by removing the losers.
Use our SPACE to help avoid the losers inside your portfolio.
Partner with us to access our unique model solutions so you have more time to focus on building your practice and create wealth for your clients.
New Age Alpha has built a suite of solutions that use probabilities to deliberately avoid the losers. By doing so, we have divorced ourselves from traditional portfolio management ideas and, instead, drawn on the actuarial principles of the insurance industry.
We believe this approach can help drive long-term portfolio outperformance without the risks traditionally associated with active investing. Our actuarial-based investment methodology is designed to be used across investment universes and geographies. Our solutions complement investors’ existing market exposures by avoiding the losers.
As much as investing is about recognizing the traditional relationship between risk and reward, we believe that we can provide greater return with less risk by avoiding the losers.
Our custom indexes are designed with a singular objective – improve traditional investment universes by avoiding the losers. Utilizing our proprietary methodology that employs our actuarial investment metric, the Expectation Risk Factor, we believe we can uncover additional and uncorrelated returns.
SPACE provides investors with a singular solution for customizing tax-optimized indexes and ETFs into separately managed accounts (SMAs) to cater to any client’s unique risk, tax, and personal preferences. Unlike other indexing solutions, SPACE allows users to leverage proprietary Modules to enhance the customization process and create indexes that are truly custom. SPACE also provides exclusive access to New Age Alpha’s over 120 indexes spanning numerous geographies, market caps and asset classes
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You can read more about ERF here
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you.
