Investment Philosophy
Strategic
New Frontier offers global strategic asset allocation portfolios. Respected studies have demonstrated that up to 94% of the long-term performance of institutionally managed portfolios can be attributed solely to the average stock/bond ratio.* Strategic portfolios respond to this research by setting a stock/bond ratio and sticking to it. A strategically optimized asset allocation at the appropriate risk level may be optimal for meeting long-term investment objectives.
Global
New Frontier portfolios capture investable global economic growth. Global investment offers greater opportunities to add investment value, diversification, and effective risk-management than purely domestic investing.
Core
A strategic portfolio represents a core strategy that is frequently part of a core-satellite, or beta-alpha, investment framework. Investors may want to combine investment in New Frontier portfolios with actively managed, alpha or satellite, strategies. The percentage of core versus satellite investments typically depends on an investor's risk tolerance, available funds, investment horizon, financial status, legacy goals, and other factors.
Transparent
Investors benefit from transparent investment vehicles. New Frontier constructs our indices from transparently constructed ETFs. Because our processes are protected by patents, we can share our investment process more openly than most companies. Our index is published on the New York Stock Exchange (ARCA).
* For example, Brinson et al. (1986 & 1991) Financial Analysts Journal.