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On March 23, 2020, New Frontier hosted a live webinar in which Dr. Richard Michaud, President and Chief Executive Officer, and Robert Michaud, Chief Investment Officer, discussed investing in historic market volatility, as well as the recent trades of New Frontier's Standard and Tax-Sensitive Global Multi-Asset ETF investment strategies, which occurred on March 17 and March 20, ...

In the midst of periods of extreme volatility as we have recently experienced, investors may want to remember some fundamental investment axioms:  The performance of actual investor portfolios is generally not well represented by equity indices. A well-defined long-term investment program can help withstand short-term volatility. Historically, markets recover after periods ...

On Monday, stocks lost 3.5% responding to reports on the spread of the coronavirus and its impact on global economies. Markets began today by rebounding, but then reversed direction, mimicking major foreign markets. As a consequence of the likely spread of the unofficial epidemic in the global economy, the next few months will likely feature increased volatility. At this point ...

A market milestone was reached this past August when assets invested in index-based mutual funds and ETFs surpassed the amount invested in active equities for the first time. Passive investment strategies have been growing for decades at the expense of actively managed funds. Of course, index-based mutual funds have been around since the 1970s, yet the explosive rise of passive ...

Fifteen years ago today, New Frontier began the journey of providing state-of-the-art investment technology with institutional grade Exchange Traded Funds (ETFs) for investors desiring cost-effective globally diversified core investments. Our strategies are available for tax-exempt, tax-sensitive, and income-oriented investors. The portfolios span the spectrum of systematic ris ...

The passive/active debate continues to dominate academic and professional discourse.  But the issue of performance versus cost is not well formed.  Any investor should want the benefit of professional management of their savings.  And the quality of that professional management often follows the old adage that you get what you are willing to pay for. New Frontier’s solution att ...

The law of gravity states that what goes up must come down. But the laws of economics say that investors generally are rewarded for staying invested. Stocks are hitting all-time highs right now, but what does that mean for investors? The phrase “all-time high” conjures up the image of a stock chart at its peak. But while “all-time high” is accurate in terms of describing the m ...

New Frontier’s patented investment technology, including an independently corroborated portfolio optimization algorithm and state-of-the-art rebalancing rule, allows for the creation of institutional-quality portfolio solutions that are scientifically risk-managed for clients across the risk tolerance spectrum. The successful use of any kind of optimizer for asset allocation, h ...

Tax-efficient investing should include the following components: tax-efficient instruments, an investment style capable of providing most returns through long-term capital gains, and sophisticated optimization to maximize the after-tax risk adjusted return.  New Frontier has all three: tax-efficient ETFs, a moderate turnover strategy that rarely issues short-term capital gains, and an optimized full-portfolio solution that goes well beyond simply substituting municipal for taxable bonds.

Recent market volatility after years of stable growth in US markets has shaken the faith of some investors. However, our analysis shows that historically, staying invested through volatile periods has provided superior returns when compared to selling when volatility rises and reinvesting later. Some of the greatest upside returns have happened shortly after volatility spikes, and investors who have pulled out have missed out on important opportunities for portfolio gains.