Global Indexes
Our indexes follow our proprietary methodology, which is the process of using a probability, the ERF, that aims to avoid the losers. Combining the alpha potential of active management with the advantages of rules-based investing, we provide investors with alpha-seeking indexes that span equity, fixed income and ESG universes.
Core Indexes
Take what’s good and make it better. Beginning with a broad universe such as the S&P 500, only those stocks with the lowest probability of failing to deliver on the market’s expectations are included in the index. The indexes cover a variety of market caps and geographies.
Dividend Indexes
Many investors are concerned with dividend income. The New Age Alpha Dividend Indexes focus on those companies providing such income while also aiming to avoid the losers.
Strategy and
Multi-Asset Indexes
New Age Alpha Strategy and Multi-asset indexes provide broad measures of cross-asset market performance across the globe and are designed to balance risk and return through the convenience of a single index. They are built to track strategies that address specific investor goals.
Low Volatility Indexes
Designed to reduce risk. Not only do they consist of stocks with a low risk of failing to deliver on the market’s expectations, they also focus on stocks with low volatility. This combination of risk reduction results in a low volatility index that may outperform traditional benchmarks.
Sector Indexes
The New Age Alpha Sector Indexes represent exposure to individual sectors while consisting of only those stocks with a low risk of failing to deliver on the market’s expectations. The eleven sector indexes each take what’s good and make it better by avoiding the losers in each sector.
Factor Indexes
New Age Alpha factor indexes are designed to reflect the performance of stocks with specific characteristics that represent a given factor or factors in combination with ERF. These indexes follow a transparent and consistent construction methodology, with consideration for diversification, capacity and ease of replication. Our core index offerings measure quality, value, momentum, and low volatility.
Style Indexes
The New Age Alpha Style Indexes provide exposure to either growth or value stocks while also avoiding the stocks most likely to fail to deliver on the market’s expectations.
Fixed Income
Successful fixed income investing begins by avoiding the losers. New Age Alpha’s approach to investing is designed to do just that, by taking an actuarial approach to security selection. Our high yield corporate bond strategy offers differentiated portfolio composition versus the benchmark and the potential to outperform.
Your Personal Index
New Age Alpha offers personal index creation services. We work with family offices and high-net-worth individuals to design, create and publish an index to fit their specific needs. The final index will carry the client’s name. The index values are available end of the day or in real-time and accessible on Bloomberg and other financial distribution channels
ESG Indexes
Investors today need ESG index solutions that do not come at the cost of performance. We believe this can be achieved by integrating an ESG selection methodology with selection based on the Expectations Risk Factor. This allows us to take what’s good and make it better by selecting only those stocks with a low risk of failing to deliver on the market’s expectations within a universe of ESG-friendly stocks.
Commodity Indexes
Commodity exposure is an important part of any asset allocation. The New Age Alpha Commodity Indexes are designed to provide investors with exposure to commodity companies that are the least likely to fail to deliver on the market’s expectations.
