New Frontier Global Balanced Index (TM)
On December 1, 2017, New Frontier launched the New Frontier Global Balanced Index (NFGBI)TM. It is a unique global multi-asset ETF optimized index designed to provide institutional asset managers and long-term investors with a benchmark to track the performance of institutional quality global multi-asset risk-managed portfolios.
NFGBI is a 60/40 risk-targeted global balanced portfolio currently consisting of 27 well-diversified, high-quality, low-cost, tax-efficient ETFs. The index includes equity, commodity, and fixed income ETFs from iShares, SPDR and Vanguard that meet New Frontier’s asset class, quality, and diversified risk standards. Index performance is based on the multi-patented Michaud optimizer and investment management technologies.
The new index represents the next step in the evolution of major financial indexes for multi-asset institutional and long-term investors. A 60/40 risk-targeted ETF portfolio is a unique benchmark for many large financial intermediaries and investors in well-defined investment programs.
New Frontier launched its first risk-targeted multi-asset ETF portfolio in October 2004, shortly after the availability of institutional quality fixed-income ETFs, making New Frontier’s portfolio one of the longest surviving global ETF portfolios. NFGBI's historical performance is not based on a theoretical back test, but on the actual 13-year-performance of New Frontier’s global ETF balanced risk-managed portfolios.
NFGBI is a demonstration system for the efficacy of our multi-patented technological innovations in the world of global asset allocation. For more information on the advancements behind the index, visit the “Our Process” section of FrontierAdvisor™.
The index is not an investable security. Any investable security would have performance reduced by fees. In any case, past performance does not guarantee future results. As market conditions fluctuate, the investment return and principal value of any investment will change. Diversification may not protect against market risk.