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 is ushering in a new age of asset management by applying an actuarial-based approach to investment portfolios. Utilizing these principles built by the insurance industry, we construct portfolio solutions, indexes, and tools that aim to identify and avoid a mispricing risk caused by investor behavior.
Our mission is to help investors understand, identify, and avoid a portfolio mispricing risk caused by irrational investor behavior.
We have evolved the traditional actuarial approach that is widely used across the insurance industry and applied it to asset management to help identify and avoid the impact of loss that may occur in a portfolio when securities become overpriced by human behavior.
Ultimately, we help advisors and investors build better investment portfolios by avoiding the losers.
Over the past twenty years, Armen Arus and Julian Koski have dedicated their research to the study of human behavior and its impact on stock prices. They identified a dramatically differentiated source of alpha that is uncorrelated with traditional risk factors and managers. With this, they built actuarial based portfolio solutions, indexes and direct indexing options that seek to avoid the losers.
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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.
