New Frontier Global Multi-Asset ETF Indices
On March 25, 2019, New Frontier launched the first ever family of six strategic-risk-level optimized global indices, providing long-term investors with a range of benchmarks to track the performance of institutional-quality global risk-managed portfolios.
The six new indices reflect six levels of systematic equity risk along the Michaud Efficient Frontier. Each index is a risk-targeted global portfolio currently consisting of 20-30 well-diversified, high-quality, low-cost, tax-efficient ETFs. The indices include equity, commodity, and fixed income ETFs from iShares, SPDR and Vanguard that meet New Frontier’s asset class, quality, and diversification risk standards. Index performance is based on the multi-patented Michaud optimizer and investment management technologies.
The New Frontier Global Multi-Asset ETF indices represent the next step in the evolution of major financial indices for multi-asset institutional and long-term investors.
New Frontier launched its first risk-targeted multi-asset ETF portfolios in October 2004, shortly after the availability of institutional quality fixed-income ETFs. New Frontier pioneered global multi-asset ETF investing, and our portfolios now hold as long a track record as any other global ETF portfolio available today. The performance of these indices is not based on a theoretical back test, but on the actual 14-year history of New Frontier’s global ETF portfolio management. The indices allow real-time tracking and include ETF expense ratios.
The family of New Frontier indices is a demonstration system for the efficacy of our multi-patented technological innovations in the world of global asset allocation. For more information on the investment approach behind the indices, visit the “Our Process” section of FrontierAdvisor™.
|Index Name||Ticker||Stock/Bond Ratio|
|New Frontier Global Equity Index||NFGEI||100/0|
|New Frontier Global Growth Index||NFGGI||90/10|
|New Frontier Global Balanced Growth Index||NFGBGI||75/25|
|New Frontier Global Balanced Index||NFGBI||60/40|
|New Frontier Global Balanced Income Index||NFGBII||40/60|
|New Frontier Global Income Index||NFGII||20/80|
The indices are not investable securities. Any investable security would have performance reduced by fees. In any case, past performance does not guarantee future results. As market conditions fluctuate, the investment return and principal value of any investment will change. Diversification may not protect against market risk.