The ETF-based New Frontier Institutional Indices, optimized to a 60/40 stock-bond ratio, are designed to optimally reflect the performance of institutional and advisor mandates, providing a valuable alternative to rigid and rule-based indices.

 

Index Name Ticker Stock/Bond Ratio Number of ETFs* Number of Securities Represented*
New Frontier Global Institutional Index NFGBI 60/40  27 26,339 stocks and bonds
New Frontier U.S. Institutional Index NFDBI 60/40  21 19,830 stocks and bonds

*Number of ETFs and securities represented reflect Bloomberg data as of 11/16/20 and may change with each reallocation or rebalancing or the index.

The New Frontier Global Institutional Index (NFGBI) is a multi-patented, optimized, and risk-managed index of high-quality, tax-efficient, global index ETFs. Available in real time, NFGBI is designed to represent a more realistic benchmark for many well-defined advisor and institutional investment programs.  

  • NFGBI is designed to offer real-time visibility into the performance of a globally diversified optimized balanced 60/40 portfolio.
  • NFGBI is continually priced in U.S. dollars in the world’s most liquid stock exchange.
  • NFGBI provides a new, more realistic standard of investable performance in global equity and fixed income markets.
  • Index performance, calculated by S&P Dow Jones Indices, reflects our global institutional mandate history in index form.
  • A full 16-year performance history is available. 

The New Frontier U.S. Institutional Index (NFDBI) is a new, multi-patented, optimized, and risk-managed index of high-quality, tax-efficient, U.S. index ETFs. Available in real-time, NFDBI is designed to represent a more realistic benchmark for many well-defined advisor and institutional investment programs.  

  • NFDBI is designed to offer real-time visibility into the performance of a U.S. diversified optimized balanced 60/40 portfolio.
  • NFDBI is continually priced in U.S. dollars in the world’s most liquid stock exchange.
  • NFDBI provides a more realistic standard of investable performance in U.S. equity and fixed income markets.
  • NFDBI provides a new performance benchmark for index to index comparison of familiar U.S. market indices.
  • Index performance, calculated by S&P Dow Jones Indices, reflects our U.S. institutional mandate history in index form.

For more information on the investment approach behind the indices, visit the “Our Process” section of FrontierAdvisor™.  

 

Disclosures:

The indices are not investable securities. Any investable security would have performance reduced by fees. 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.