Imagine the extra return you could have made by using New Age Alpha’s proprietary Alpha Factor (ERF)
Expectation Risk Factor (ERF) is an innovative source of alpha generated from New Age Alpha's unique approach to analysis. Utilizing a rules-based methodology that leverages actuarial science, technology, and data, it represents the probability the company will fail to deliver on the market's expectations for performance. The ERF enables the investor to avoid those companies least likely to deliver on the market's expectations, thereby, avoiding the losers.
The ERF module includes New Age Alpha’s library of over 6,000 stocks, etfs and indexes and allows the investor customize their index or ETF based on the methodology.
What is the Expectation Risk Factor (ERF)
If you had applied New Age Alpha’s alpha factor (ERF), and avoided of overvalued companies in SPY your $1,000 investment would have been worth .
more than SPY
An additional return of
The emergence of direct indexing and custom indexing has brought great innovation to the investment management world. Not since the emergence of the ETF has the market seen such an innovative solution transform the way people think about asset management.
SPACE (Systematic Personal Asset Customization Engine) goes a step further and aims to add alpha though New Age Alpha’s innovative proprietary modules*.
SPY
DGRW
ARKK
QQQ
ETFs do not consider an investor's specific financial goals or risk tolerance. They are also not designed to outperform, they provide exposure.
SPACE 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.
In addition to tailoring the exposure SPACEs proprietary alpha factor aims to improve returns.
*features coming soon
Done by us - Invest in Direct Indexing Strategies created by the index team at New Age Alpha. These portfolios are designed to optimize exposure, minimize taxes, and maximize your time.
Done by you - Let your research and portfolio management team use SPACE, along with their expertise and the firm’s view of the market to create prebuilt strategies for you and your clients.
Tax Harvesting or Tax Optimization is an algorithm developed by New Age Alpha that attempts to minimize the amount of capital gains or meet the amount of capital gain/loss set by a client in any given calendar year. To do so, New Age Alpha analyzes client portfolios based on an algorithm to harvest capital losses as well as capital gains. This approach may result in inability to meet client’s capital gain/loss target under certain market conditions. New Age Alpha reserves the right to update the tax harvesting/tax optimization algorithm at any time at its sole discretion. New Age Alpha does not provide tax advice. Please consult your accountant for any tax related issues.
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