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Model Portfolios | NDR | Investment Research Institutional Institutional Market StrategyNDR produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using our 360-degree research approach. Thematic OpportunitiesThe NDR Thematic Opportunities product produces high-conviction investment recommendations for investment managers and their clients. Selection: Stocks & ETFsNDR’s Stock & ETF Selection service helps you to generate stock and ETF ideas with data, screening tools, and implementation baskets. AlternativesNDR provides research and investment ideas for key areas of the alternatives space, including Commodities, Real Estate, and Cryptocurrencies, along with macroeconomic drivers for selection in Private Equity and Private Credit. Custom Research SolutionsNDR Custom Research Solutions focuses on customized, objective research based on extensive quantitative analysis and models. Who We Serve Asset ManagerAsset managers will benefit from NDR’s broad spectrum of geographic and asset class coverage, from economics all the way down to specific industries, themes, and securities. Asset OwnerAsset Owners and investors with longer time horizons will benefit from NDR’s deep historical data, tools, and perspectives. Hedge FundHedge funds and active managers with the ability to quickly trade a diverse universe of assets will benefit from NDR’s spectrum of coverage, from global macroeconomic down to specific asset-class themes and instruments. Wealth Wealth Market StrategyU.S. market and economic insights, asset allocation models, digital tools, proprietary indicators, client communication resources, and model portfolios for the small-to-mid size advisor/wealth manager. Model PortfoliosNDR offers turnkey solutions based on our objective, data-driven approach with model portfolios including global tactical asset allocation, equity and fixed income sector rotation, and thematic and factor-based stock strategies. Who We Serve Business DeveloperFocused on growing your practice? NDR offers complimentary access to summary investment talking points and client communication resources. NDR model portfolios can be accessed through third-party ETFs and platforms or via a direct partnership. Investment ManagerResearch for small-to-mid size advisors/wealth managers that provides a powerful combination of U.S. market insights, asset allocation models, and proprietary indicators. Media Blog About NDR About Us NDR's robust investment research publications, charts, model portfolios, and 360-degree approach have been cultivated over the last 45 years to help you "See the signals." Our PeopleWith a staff of 70 dedicated professionals, NDR provides guidance on our client's most pressing investment challenges. Join usExplore exciting career opportunities and become part of a team that's shaping the future of data-driven insights. Contact Funds LOGIN GET STARTED Institutional Institutional Market StrategyNDR produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using our 360-degree research approach. Thematic OpportunitiesThe NDR Thematic Opportunities product produces high-conviction investment recommendations for investment managers and their clients. Selection: Stocks & ETFsNDR’s Stock & ETF Selection service helps you to generate stock and ETF ideas with data, screening tools, and implementation baskets. AlternativesNDR provides research and investment ideas for key areas of the alternatives space, including Commodities, Real Estate, and Cryptocurrencies, along with macroeconomic drivers for selection in Private Equity and Private Credit. Custom Research SolutionsNDR Custom Research Solutions focuses on customized, objective research based on extensive quantitative analysis and models. Who We Serve Asset ManagerAsset managers will benefit from NDR’s broad spectrum of geographic and asset class coverage, from economics all the way down to specific industries, themes, and securities. Asset OwnerAsset Owners and investors with longer time horizons will benefit from NDR’s deep historical data, tools, and perspectives. Hedge FundHedge funds and active managers with the ability to quickly trade a diverse universe of assets will benefit from NDR’s spectrum of coverage, from global macroeconomic down to specific asset-class themes and instruments. Wealth Wealth Market StrategyU.S. market and economic insights, asset allocation models, digital tools, proprietary indicators, client communication resources, and model portfolios for the small-to-mid size advisor/wealth manager. Model PortfoliosNDR offers turnkey solutions based on our objective, data-driven approach with model portfolios including global tactical asset allocation, equity and fixed income sector rotation, and thematic and factor-based stock strategies. Who We Serve Business DeveloperFocused on growing your practice? NDR offers complimentary access to summary investment talking points and client communication resources. NDR model portfolios can be accessed through third-party ETFs and platforms or via a direct partnership. Investment ManagerResearch for small-to-mid size advisors/wealth managers that provides a powerful combination of U.S. market insights, asset allocation models, and proprietary indicators. Media Blog About NDR About Us NDR's robust investment research publications, charts, model portfolios, and 360-degree approach have been cultivated over the last 45 years to help you "See the signals." Our PeopleWith a staff of 70 dedicated professionals, NDR provides guidance on our client's most pressing investment challenges. Join usExplore exciting career opportunities and become part of a team that's shaping the future of data-driven insights. Contact Funds Model Portfolios NDR offers turnkey solutions based on our objective, data-driven approach. Model portfolios include global tactical asset allocation, equity and fixed income sector rotation, and thematic and factor-based stock strategies.

An Investment Solutions Partnership can help with tactical allocation and scaling your practice. Additional benefits include co-branded or private-labeled materials and access to strategists for speaking engagements. Please view our capabilities brochure to see how NDR can help you apply the signals.

Sign up for NDR's complimentary (subject to NDR's Terms of Service) Wealth offering, which contains regular updates on NDR's model portfolios, as well as monthly market + macro insights, weekly summary bullets, educational charts, and basic screening tools. 

Learn More About NDR Model Portfolios Investment Solutions Elana/NDR Dynamic Strategy Invests in 13 different assets including U.S. equities, global equities, fixed income, and cash. NDR's dynamic automated investment strategy changes asset class shares based on a set of objective indicators that capture financial market trends in an attempt to minimize the effects of downturns in critical market times. The diversified portfolio consists of highly liquid exchange traded funds (ETFs) with US stocks and bonds, developed markets , and emerging markets. Bulgarian investors have economical access to ETFs from the United States, which are available to non-professional investors in Europe.

How to access Fund: BG9000017210 (exits ndr.com) NDR Active Allocation - Kathrein Strategy

The NDR Active Allocation - Kathrein fund is a dynamically managed balanced fund-of-fund using exchange traded funds (ETFs) for the various asset classes of stocks, bonds, and money markets. The individual asset classes can be over or underweighted based on quantitative models depending on the current market situation independent of the benchmark. The investment decisions may use the research and the capital market forecasts of Ned Davis Research (NDR).

How to access Fund ISIN T: AT0000A1DJV9 (exits ndr.com) ISIN A: AT0000A1DJW7 (exits ndr.com) NDR Dynamic Asset Allocation Strategy Invests in 13 different assets including U.S. equities, global equities, fixed income, and cash.  This model utilizes a turnover-reducing algorithm to keep trading cost down and rebalances monthly, providing a tactical asset allocation overlay to the ETF investable asset classes.

How to access
Factsheet Latest Commentary Morningstar Separate Account Database ID: F000011WP0 SMA Amplify (exits ndr.com) FinaMaze (exits ndr.com) GeoWealth (exits ndr.com) SmartLeaf (exits ndr.com)

Direct Indexing C8 Technologies (exits ndr.com) NDR Fixed Income Allocation Strategy

Merges macroeconomic and technical indicators in a weight-of-the-evidence approach to allocate across nine fixed income sectors including duration, quality, and geographies.

How to access Factsheet Latest Commentary Morningstar Separate Account Database ID: F000015FU7 SMA Amplify (exits ndr.com) GeoWealth (exits ndr.com) SmartLeaf (exits ndr.com)

Direct Indexing C8 Technologies (exits ndr.com) NDR Global Allocation Strategy A disciplined tactical asset allocation strategy that objectively combines indicators to invest in promising opportunities across asset classes and regions.

How to access Factsheet Latest Commentary SMA GeoWealth (exits ndr.com) Direct Indexing C8 Technologies (exits ndr.com) NDR International Equity Allocation Strategy A disciplined, tactical allocation strategy that objectively combines indicators to invest in promising opportunities across non-U.S. equities.

How to access Factsheet Latest Commentary SMA Amplify (exits ndr.com) SmartLeaf (exits ndr.com) NDR Sector Allocation Strategy Combines trend, behavioral, fundamental, and macroeconomic indicators in a weight-of-the-evidence approach to assign tactical asset weights vs. a cap-weighted benchmark of eleven sectors within the U.S. large-cap space.

How to access Factsheet Latest Commentary Morningstar Separate Account Database ID: F000015FU8 SMA Amplify (exits ndr.com) GeoWealth (exits ndr.com) SmartLeaf (exits ndr.com)

Direct Indexing C8 Technologies (exits ndr.com) VanEck Vectors Long/Flat Trend Strategy VanEck Vectors Long/Flat Trend ETF (LFEQ®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF). The NDRCMGLF Index follows a proprietary model that determines when, and by how much, it allocates to U.S. equities and/or U.S. Treasury bills to seek to help avoid losses in declining markets or capitalize from rising markets. The model produces daily trade signals to determine the Index's equity allocation percentage (100%, 50%, or 0%).

How to access NDRCMGLF Rule Book  NDRCMGLF Index Readings (exits ndr.com) ETF: LFEQ (exits ndr.com) SITEMAP Home About Careers In the News Contact INSTITUTIONAL Market Strategy Thematic Opportunities Selection: Stocks & ETFs Alternatives Custom Research Solutions Asset Manager Asset Owner Hedge Fund WEALTH Market Strategy Model Portfolios Business Developer Investment Manager ABOUT About Us New Platform Our People Careers SOCIAL MEDIA Terms of Service Privacy Permissions Cookie Policies Modern Slavery Act Transparency Statement ADV Brochure, Supplement, and Client Relationship Summary Accessibility ©2026 NDR. All Rights Reserved.

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