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Products and Strategies

At New Age Alpha, every strategy is built on a simple premise: Avoid the losers.
We follow a rules-based stock selection process that we believe produces better results than traditional active stock picking.

We combine fundamentals with actuarial science and data to strip human bias out of the stock selection process.

Equities

NAA offers equity strategies that utilize our disciplined and systematic approach to construct portfolio that span all styles, sectors, market capitalizations and geographies.

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Equities

NAA offers equity strategies that utilize our disciplined and systematic approach to construct portfolio that span all styles, sectors, market capitalizations and geographies.

Multi-Asset

Multi-asset strategies offer diversified exposure by investing across a broad asset class spectrum, including stocks, bonds, cash, commodities, and alternatives.
They help our clients achieve a number of investment outcomes, such as growth, income, or minimizing risk.

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Multi-Asset

Multi-asset strategies offer diversified exposure by investing across a broad asset class spectrum, including stocks, bonds, cash, commodities, and alternatives.

They help our clients achieve a number of investment outcomes, such as growth, income, or minimizing risk.

Fixed Income

NAA offers Fixed-Income investment strategies across the risk spectrum that includes corporate investment grade and high yield bonds.
Our investment process seamlessly integrates disciplined portfolio construction with regular risk and performance evaluations. We traverse the entire spectrum of risk, liquidity, and geography, leveraging our robust risk management resources to optimize outcomes.

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Fixed Income

NAA offers Fixed-Income investment strategies across the risk spectrum that includes corporate investment grade and high yield bonds.

Our investment process seamlessly integrates disciplined portfolio construction with regular risk and performance evaluations. We traverse the entire spectrum of risk, liquidity, and geography, leveraging our robust risk management resources to optimize outcomes.

Alternative

NAA offers long/short equities and market-neutral strategies.

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Alternative

NAA offers long/short equities and market-neutral strategies.

Tax-Aware

NAA offers Tax Aware strategies through our proprietary space platform.

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Tax-Aware

NAA offers Tax Aware strategies through our proprietary space platform.

Indexes

New Age Alpha's offering includes indexes built to create a wide range of investable financial products.

Our approach to index construction is investor-centric. By merging the alpha potential of active management with the benefits of a rules-based process, we offer investors alpha-seeking indexes across equity, fixed income, and multi-asset. We also offer the opportunity to collaborate with us in crafting a customized index solution tailored precisely to your requirements.

For additional performance, please click corresponding index.

Index Performance

YTD 1 Year 3 Year 5 Year 10 Year

Investment Vehicles

New Age Alpha strategies are available through
 Separately Managed Accounts, Index Licensing, and Alternatives.

Mutual Funds

Unlock opportunities across diverse asset classes and investment styles with New Age Alpha's actively managed mutual funds and variable insurance funds. Built to minimize risk and maximize potential returns, our funds leverage the power of the h-factor to deliver distinctive and differentiated results.

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Mutual Funds

Unlock opportunities across diverse asset classes and investment styles with New Age Alpha's actively managed mutual funds and variable insurance funds. Built to minimize risk and maximize potential returns, our funds leverage the power of the h-factor to deliver distinctive and differentiated results.

SMAs

We serve institutional investors and high-networth individuals with a range of strategies to suit their investment needs.

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SMAs

We serve institutional investors and high-networth individuals with a range of strategies to suit their investment needs.

Model Portfolio

NAA has developed a diverse array of model portfolios to assist our clients in achieving their financial objectives. These portfolios can be tailored to match our clients' risk tolerance, enabling them to pursue a spectrum of outcomes. Managed with a disciplined strategy, our model portfolios rebalance during challenging market conditions, thereby enhancing portfolios over the long term.

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Model Portfolio

NAA has developed a diverse array of model portfolios to assist our clients in achieving their financial objectives. These portfolios can be tailored to match our clients' risk tolerance, enabling them to pursue a spectrum of outcomes. Managed with a disciplined strategy, our model portfolios rebalance during challenging market conditions, thereby enhancing portfolios over the long term.

SPACE

Space provides investors with a singular solution for customizing tax-optimized indexes and ETFs into separately managed accounts (SMAs) to cater to any client's unique risk, tax, and personal preferences. Unlike other indexing solutions, space allows users to leverage proprietary modules to enhance the customization process and create truly custom indexes. space also provides exclusive access to New Age Alpha's over 120 strategies spanning numerous geographies, market caps, and asset classes

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SPACE

Space provides investors with a singular solution for customizing tax-optimized indexes and ETFs into separately managed accounts (SMAs) to cater to any client's unique risk, tax, and personal preferences. Unlike other indexing solutions, space allows users to leverage proprietary modules to enhance the customization process and create truly custom indexes. space also provides exclusive access to New Age Alpha's over 120 strategies spanning numerous geographies, market caps, and asset classes

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