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.
“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 strategies. Thanks to the support and trust of our clients, we pursue our innovation and global partnerships to exceed their expectations and results. This is another token of recognition to our growing FinaMaze footprint as one of the most innovative asset management firms in the region.”
“We are excited about our association with FinaMaze on the NDR Dynamic Smartfolio. The partnership represents NDR’s aspiration to become a higher-growth-more-accessible business in the GCC region. FinaMaze’s scale and expertise provide a platform to help execute our goal, while giving FinaMaze users access to NDR’s 360o weight-of-the-evidence approach in this high conviction, global tactical asset allocation strategy,” said Mr. Brian Sanborn, CFA, Head of Investment Solutions at NDR.
FinaMaze will use NDR’s evidence-based objective, independent investment research solutions, informed by its proprietary models and indicators, to serve both Elite and Prime FinaMaze investors, in addition to a variety of unique investment products to meet the needs of its clients from different backgrounds.