In the latest edition of NDR’s Integrated Analyst, the Custom Research Solutions (CRS) team highlights how we maintain, enhance, and evolve NDR’s asset allocation models, including our most recently updated U.S. Sector Model, ensuring they remain relevant in changing market environments. The example above is NDR's U.S. Sector Model, introduced in early 2017, which produces monthly tactical weightings for each of the 11 sectors in the S&P 500. This chart displays the performance of NDR’s Sector Model vs. its benchmark over the past 10 years.
Investment models are not static, they require continuous refinement to remain effective in evolving market environments. In the latest edition of NDR’s Integrated Analyst, our Custom Research Solutions (CRS) team outlines how a structured, data-driven maintenance process can help organizations preserve model integrity while enhancing performance over time. Rather than rebuilding from scratch, CRS applies ongoing monitoring, performance attribution, and targeted enhancements, helping clients keep pace with shifting market dynamics while maintaining confidence in their investment framework.
Through real-time performance tracking and deep analysis of model components, CRS identifies what’s working, what’s not, and why. This enables faster, more precise adjustments, whether incorporating new data, refining indicators, or upgrading model architecture. The result is a resilient, adaptable approach that captures opportunities while mitigating risks, supported by NDR’s weight-of-the-evidence methodology across technical, macro, fundamental, and sentiment signals.
If your team is looking to improve model outcomes, respond faster to market changes, or extend internal research capabilities, CRS provides a scalable solution. Download the June edition of the Integrated Analyst to see how disciplined model maintenance can turn insights into actionable, long-term performance advantages. Request a complimentary copy of this quarterly research report by completing the form to the right (For use by professional investors only).
The possibilities are limitless, whether you need a bespoke model for a new product suite or a solution to meet specific client mandates, NDR’s Custom Research Solutions deliver precision and efficiency. Ready to explore? Contact us at CRSQuestions@ndr.com.
To learn more about NDR’s Custom Research Solutions visit us online, click here.
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Ned Davis Research, Inc. (NDR), or any affiliates or employees, or any third-party data provider, shall not have any liability for any loss sustained by anyone who has relied on the information contained in any NDR publication. The data and analysis contained herein are provided “as is.” NDR disclaim any and all express or implied warranties, including, but not limited to, any warranties of merchantability, suitability or fitness for a particular purpose or use. Past recommendations and model results are not a guarantee of future results. Using any graph, chart, formula or other device to assist in deciding which securities to trade or when to trade them presents many difficulties and their effectiveness has significant limitations, including that prior patterns may not repeat themselves continuously or on any particular occasion. In addition, market participants using such devices can impact the market in a way that changes the effectiveness of such device. This communication reflects our analysts’ opinions as of the date of this communication and will not necessarily be updated as views or information change. All opinions expressed herein are subject to change without notice. NDR, or its affiliated companies, or their respective shareholders, directors, officers and/or employees, may have long or short positions in the securities discussed herein and may purchase or sell such securities without notice.