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Model portfolios for tactical allocation and thematic investing leveraging NDR's 360 approach:

  • Multi-asset allocation and model portfolios
  • Factor-based portfolios and multi-asset ETF portfolios
     

About Ned Davis Research

Founded in 1980, Ned Davis Research (NDR) is a global provider of independent investment research, investment solutions and tools. Using models and indicators, we apply the macroeconomic environment directly to the markets. Focusing on global, regional, country and sector themes, we provide investment recommendations, investment solutions and tools to inform and enhance the decision-making process of investment managers, wealth managers and their clients.

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Category

Portfolio Management, Trading & Rebalancing
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Serving RIAs Since

1980
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.