Custom Indices
Our proprietary indices offer clients a broad range of benchmarks to manage their long-term investment objectives.
We have developed a customized index for each portfolio in our Global Multi-Asset investment strategy, as well as two indices for the U.S. Multi-Asset investment strategy: the market balanced 60/40 and all equity indices. These benchmarks are optimized and available in a variety of risk levels. They utilize ETFs selected for their diversification, quality, cost, and tax efficiency.
Real-Time Access to Performance
For clients invested in New Frontier Model Portfolios, the indices provide representative performance that can be referenced in real time. The indices are U.S. dollar denominated and can be followed on our website as well as Bloomberg, S&P, and Yahoo Finance.
Explore Global and U.S. ETF Model Portfolios
The indices are not investable securities. Any investable security would have performance reduced by fees. Past performance does not guarantee future results. As market conditions fluctuate, any investment's investment return and principal value will change. Diversification may not protect against market risk.
Connect With Us
We offer customized index solutions to ETF providers, banks, asset managers, and institutions worldwide.