Systematic Personal
Asset Customization Engine

Personalize and improve any index or ETF
to meet your client’s needs.

A custom indexing solution and more.

Important Disclosure

The snapshot is being provided for illustrative purposes only and should not be construed as providing investment advice or as a recommendation to buy or sell any particular security. This snapshot is taken at a particular point in time and any analysis or information contained in it is outdated and should not be relied upon. Past performance is not an indication or a guarantee of future results. For full disclosure click here.

Personalize an Index

Take any index and personalize it by removing overpriced stocks, reweighting exposures, or adjusting for tax sensitivity.

Choose index
universe or ETF

Remove companies
and sectors

Screen for
factors

Growth Factor*
Value Factor*
and more

*features coming soon

Select weights
and tax optimize

Important Disclosure

Take what’s good and make it better

Use our SPACE tool to improve an ETF

Most ETFs aren’t built for your clients. With SPACE, you can customize popular
ETFs - remove overpriced stocks, adjust exposures, and align outcomes
to your clients’ specific goals and risk profiles.

Direct indexing, done differently

We help you deliver direct indexing strategies that you've designed, or delivered by us.

Done by us:

Use prebuilt direct indexing portfolios from New Age Alpha – optimized for exposure, built to reduce tax drag, and designed to save you time.

Done by you:

Use SPACE to create your own models. Customize them with your research, your market view, and our tools – then deliver portfolios that reflect your philosophy and your clients’ needs.

Index based tax optimized strategy
ETF based tax optimized strategy

Index	Number of securities	Annualized return	Standard deviation	Tracking error
NAA S&P 500 direct index	100	16.99%	12.66%	0.58%
S&P 500	505	16.55%	13.08%	-
NAA S&P 500 growth direct index	100	14.09%	15.54%	0.38%
S&P Growth	242	13.43%	15.37%	-

Index	Number of securities	Annualized return	Standard deviation	Tracking error
NAA tech driven direct index	80	17.33%	17.19%	0.45%
QQQ	102	16.74%	17.05%	-
NAA quality dividend direct index	125	12.81%	14.83%	0.42%
DGRW	298	9.89%	14.38%	-

Tax Harvesting or Tax Optimization is an algorithm developed by New Age Alpha that attempts to minimize the amount of capital gains or meet the amount of capital gain/loss set by a client in any given calendar year. To do so, New Age Alpha analyzes client portfolios based on an algorithm to harvest capital losses as well as capital gains. This approach may result in inability to meet client’s capital gain/loss target under certain market conditions. New Age Alpha reserves the right to update the tax harvesting/tax optimization algorithm at any time at its sole discretion.
New Age Alpha is not a CPA and does not provide tax advice. Please consult your accountant for any tax related issues.

Systematic Personal Asset Customization Engine