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New Frontier Portfolios Top Morningstar Rankings

New Frontier Portfolios Top Morningstar Rankings 2016-06-15 18:43:39
New Frontier’s global strategic portfolios topped the Global Balanced Strategic/All-Inclusive category of the latest Morningstar ETF Managed Portfolios Landscape Report, holding six of the top eight spots when ranked by five year performance. The Morningstar ETF Managed Portfolios Landscape Report Q1 2016 lists New Frontier’s Global Balanced first, the Global Balanced Growth second, the Global Balanced (Tax) third, the Global Balanced Growth (Tax) fifth, the Global Balanced Income seventh, and the Global Balanced Income (Tax) eighth. Sixty nine strategic portfolios were ranked.

“We are committed to providing the highest quality investment products for investors,” stated Dr. Richard Michaud, President and CEO of New Frontier. “We are pleased to provide investors with unique patented portfolio risk investment management technology coupled with the experience of a more than eleven year continuous track record in global multi-asset ETF asset management.”

The New Frontier Global ETF Portfolios are all risk-targeted core investments, consisting of ETF funds optimized relative to stock/bond ratios across the efficient frontier. The Global Balanced and Global Balanced (Tax) maintain a 60/40 stock/bond ratio; the Global Balanced Growth and Global Balanced Growth (Tax) portfolios maintain a 75/25 stock/bond ratio; and the Global Balanced Income and Global Balanced Income (Tax) maintain a 40/60 stock/bond ratio.

“We are very proud of our pioneering work in managing multi-asset global ETF portfolios for advisors and investors. Many managers in the report don’t have a ten year track record,” notes CIO Robert Michaud. “We started investing in ETFs basically as soon as there were sufficient available for a reliable global multi-asset investment strategy. We are pleased that we have been near or at the top of the rankings in our category since Morningstar began ranking multi-asset ETF managers.”

Source: Morningstar ETF Managed Portfolios Landscape Report Q1 2016.

Important Disclosures Information

The Morningstar report displays gross performance. Real performance would be decreased by custody, trading, managerial, and platform fees. It also does not show advisory fees that may be charged by individual Financial Advisors, which may range from 1-2% per year. Thus the reported performance does not reflect the compounding effect of any such fees.


This information is for information purposes only. It does not constitute an offer or solicitation of securities or investment services or an endorsement thereof in any jurisdiction or in any circumstance in which such offer or solicitation is unlawful or not authorized. None of the information contained in this report constitutes, or is intended to constitute, a recommendation of any particular security or trading strategy or a determination by New Frontier that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and is not tailored to the investment needs of any specific person. All investments carry a risk of loss, including the possible loss of principal. There is no assurance that any investment will be profitable. To receive additional information such as the New Frontier brochure (the ADV Part 2), please contact Neha Sharma at

Press Information
New Frontier
155 Federal Street

Boston, MA 02110

Neha Sharma
VP of Marketing

Published by
Lisa Walsh

# 519 Words
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