Strategic Asset Allocation Market Strategy

NDR’s cross-asset strategic asset allocation service leverages NDR’s quantitative methodology and forty-five years of market analysis to help investors navigate a long-term investment horizon. Under-pinned by NDR’s 10-year LTCMA analysis, the SAA team provides positioning optimized to a 3-5 year investment horizon across two distribution channels: Financial Advisor model portfolios (six risk-mapped models from Very Conservative to Very Aggressive) and Institutional policy portfolios (optimized relative to policy benchmarks within a tracking error budget). 

Grounded by a robust, academically supported, methodology and simulation, the service provides long-term coverage of individual asset classes, relative positioning between TAA and SAA portfolios, dynamic allocation bands, and opportunities for consultative advice including investment committee participation (dependent on service level).  

Institutional portfolios provide explicit active positioning relative to policy with full risk attribution — mirroring how pensions, endowments, foundations, and other institutional investors, manage capital.