FinaMaze & Ned Davis Research unite to launch ‘NDR Dynamic’ smartfolio

FinaMaze & Ned Davis Research unite to launch ‘NDR Dynamic’ smartfolio

Abu Dhabi Global Market (ADGM)-based innovative asset management firm FinaMaze, has partnered with US-headquartered global independent investment research firm, Ned Davis Research (NDR).

This partnership, the first-of-its-kind in the GCC region, will see NDR providing comprehensive research and high-level intelligence to FinaMaze. In return, FinaMaze will build the ‘Dynamic Ned Davis’ Smartfolio following the guidelines of the research firm’s world-class service.

The NDR Dynamic allocation strategy combines the NDR alpha model in a monthly rebalancing system with a trade-reducing overlay designed to minimize drawdowns. The strategy has a benchmark of 60 percent global equity and 40 percent global investment-grade debt and has been live since August 2017.

NDR will also provide supportive commentary and analysis with its model portfolios. NDR’s valuable, relevant, empirically based market research and insights are designed to help FinaMaze investors gain additional market intelligence. FinaMaze will also offer an AI Autopilot version of the ‘NDR Dynamic’ Smartfolio that will build, for each investor, a distinct portfolio that will be individually rebalanced in line with her or his unique risk profile and behavior.

Mehdi Fichtali

Founder & CEO

FinaMaze “We are proud to join forces with one of Wall Street’s leading research houses to provide our investors access to the most sought-after global