Webinars

State of the Market

The last decade has provided ample evidence regarding the importance of using a rules-based asset-allocation game plan to adapt to changing markets effectively. Developing and articulating a game plan that repeatedly and objectively identifies and allocates to leadership areas using Relative Strength (RS) is perhaps one of the greatest value-ads you can give to your clients. In this session, we will discuss the toolbox of technical market indicators available on the NDW Research Platform, including the bullish percent concept and the macro DALI rankings, which advisors can use to develop and implement scalable investment processes. We will also use the technical indicators to provide a current market update.

5/5/21

Foundations of Momentum Investing

While “factor investing” has been a hot topic in recent years, it is certainly not a new concept. Various investment strategies backed by decades of academic research offer compelling evidence for including factor-specific investments in your portfolios. While our work focuses on the Relative Strength (or momentum) factor, we will discuss how combining momentum with other factors can enhance returns and lower risk over time. Additionally, we’ll spend time reviewing how RS identifies leading factors in changing market environments.

5/5/21

Portfolio Construction

While the last year has been one of change, there has been ample opportunity to add value to the portfolio using relative strength to objectively target and overweight areas of leadership. Using concepts covered from the first two sessions, we will walk you through the application of relative strength as it relates to portfolio construction solutions.

5/5/21

Fund Score Method (FSM)

Steve Raymond will cover the most critical aspects of using score-based models in your business and review the offensive and defensive layers designed to protect assets over time. The FSM method gives users the ability to scale up a total business solution for their clients.

5/5/21

Research Platform Navigation

In this website-focused session, we discussed some of the new and enhanced NDW Research Platform functionalities designed to help you better streamline your business.

12/18/20

NDW Model Builder Demo

We discussed the NDW Model Builder tool built to help you design, test, implement, and monitor custom models powered by NDW’s Relative Strength-driven methodologies.

12/18/20

Team Builder

A guide for using our Team Builder tool

Matrix

A guide for using our Matrix tool