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 for Financial Advisors from Very Conservative to Very Aggressive client risk profiles.

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, Monte Carlo probability-of-success metrics linked directly to client financial plans, and opportunities for consultative advice including investment committee participation (dependent on service level).