Investment Strategy
Overview
New Frontier has partnered with KraneShares to provide investors access to optimized alternative investments. These portfolios combine New Frontier’s robust and proven optimization with KraneShares’ leading alternative ETFs—delivering a powerful solution for enhanced diversification, reduced market risk, and more stable outcomes.
Investment Objective
Seeks to deliver consistent long-term returns and risk mitigation by combining core asset classes with diversified liquid
alternative exposures.
Who It's For
Investors seeking:
- Uncorrelated sources of return that complement core equities and bonds
- Growth and income from non-traditional asset classes
- Enhanced diversification to reduce volatility and improve long-term consistency
Benefits
- Simultaneous optimization of stocks, bonds, and alternatives
- Different portfolio of alternative assets for conservative vs aggressive investors
- Holistic and more efficient portfolios
- Incorporates investment objectives and risk tolerance
Core + Alts Conversative
Designed for capital preservation with modest growth expectations.
Core + Alts Moderate Conservative
Designed for moderate growth and capital preservation.
Core + Alts Moderate Aggressive
Designed for long-term capital growth.
Core + Alts Aggressive
Designed to capture the growth of equity markets over the long term.'
Unified Investment Process
All of our portfolios use New Frontier’s four-step investment process, which builds a customized mix of ETFs to meet each investor’s risk tolerance and investment objectives
Why New Frontier?
Innovative, Proven Optimization
Michaud OptimizationTM addresses market uncertainty to create diversified, market-adaptive portfolios tailored to investor goals.
Daily Portfolio Monitoring
We monitor portfolios daily to maintain the right risk levels for your investment goals. Our technology alerts us when it is time to rebalance.
Intelligent Rebalancing™
Our rebalancing test enhances investment value by trading only when statistically likely to benefit investors.
Tax-Smart Portfolio Optimization
We choose tax-efficient, low-cost ETFs and optimize their unique features to maximize expected after-tax wealth.
Best-in-Class, Nonproprietary ETFs
As an independent asset manager and a pioneer in ETF portfolio construction, we choose the most suitable ETFs, regardless of fund family.
20-Year Track Record
We have consistently managed risk, adapted to evolving markets, and delivered stronger risk-adjusted returns than traditional approaches.
Financial instruments discussed here may not be suitable for all investors. Before investing in any investment portfolio, the Client and Financial Advisor should carefully consider the client’s investment objectives, time horizon, risk tolerance, and fees. The Financial Advisor assumes full responsibility for determining the suitability and fitness of each portfolio for their clients. Diversification may not protect against market risk. There are risks involved in investing, including possible loss of principal. Past performance does not guarantee future results.
New Frontier is an independent portfolio manager and technology provider. In our service to New Frontier’s technology clients, we can be involved in the development of custom indices which are used in the development of ETFs. As such, these ETFs are part of the universe of ETFs we analyze and can be added to our model portfolios if they are a top pick.