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Systematic personal asset customization engine

Personalize and improve any index or ETF to meet your client’s needs.

A custom indexing solution

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personalize an index

Personalize an Index

take an index and personalize it to fit your client’s specific needs

Alternate Text Choose Index Universe or ETF
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Alternate Text Remove
Companies and Sectors
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Alternate Text Screen for Factors Growth Factor*
Value Factor*
and more
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*features coming soon

Select weights and
tax optimize
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Important Disclosure

The snapshot is being provided for illustrative purposes only and should not be construed as providing investment advice or as a recommendation to buy or sell any particular security. This snapshot is taken at a particular point in time and any analysis or information contained in it is outdated and should not be relied upon. Past performance is not an indication or a guarantee of future results. For full disclosure click here.

improve an ETF

Improve an ETF

Take What’s Good
and Make it
Better

ETFs do not consider an investor's specific financial goals or risk tolerance. They are also not designed to outperform, but they rather provide exposure.

space’s 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 market exposure, space’s proprietary alpha factor aims to improve returns.

invest in a beta strategy

invest using a beta index that is tax optimized

direct indexing

spend more time asset gathering and less time asset managing

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.

index based tax optimized strategy

NAA S&P 500 direct index
number of securities annualized return standard deviation tracking error
NAA S&P 500 direct index 100 16.99% 12.66% 0.58%
S&P 500 505 16.55% 13.08%
NAA S&P 500 growth direct index
number of securities annualized return standard deviation tracking error
NAA S&P 500 growth direct index 100 14.09% 15.54% 0.38%
S&P Growth 242 13.43% 15.37%

ETF based tax optimized strategy

NAA tech driven direct index
number of securities annualized return standard deviation tracking error
NAA tech driven direct index 80 17.33% 17.19% 0.45%
QQQ 102 16.74% 17.05%
NAA quality dividend direct index
number of securities annualized return standard deviation tracking error
NAA quality dividend direct index 125 12.81% 14.83% 0.42%
DGRW 298 9.89% 14.38%

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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