A smarter way to identify-and avoid-the losers.
One differentiated platform. Two powerful solutions.
One goal: helping you grow your practice.
Transform your practice
Use our h-factor methodology to give clients insight they have never seen before.
Transform your practice
Use our proprietary h-factor methodology to give clients insight they've never had before-quantifying how much human behavior is embedded in price.
What you can do
Search and discover real time h-factor scores for more than 4,000 equities and ETFs
Understand the math behind every h-factor score
Build personalized watchlists for stocks and ETFs
Compare securities head to head using h-factor insights
See the impact of avoiding the losers in investment universes or ETFs
Access our full database of historical h-factor scores
Run hypothetical illustrations to bring your story to life
View New Age Alpha proprietary h-factor indexes
Systematic Personal Asset Customization Engine
Turn insight into action.
SPACE bridges the gap between understanding risk and implementing it-allowing you to build strategies that reflect both discipline and client reality
What you can do
Build custom bespoke strategies using proprietary h-factor scores
Customize investment universes or ETFs to meet client needs
Apply factor screens and filters to target specific exposures
Use Best Ideas as a starting point for strategy construction
Improve the client experience with built-in tax optimization tools
Generate fact sheets and proposals directly within the platform
Take an index and personalize it to fit your client's specific needs
Choose Index
Universe or ETF
Remove companies
and sectors
Screen for
factors
Select weights
and tax optimize
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 This snapshot is taken at a particular point in time and any analysis or information contained in it is outdated and should not be relied upon.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.
Take what's good and make it better
01
ETFs do not consider an investor's specific financial goals or risk tolerance. They are also not designed to outperform, but they rather provide exposure.
02
SPACE's ability to improve an ETF by personalizing its holdings using our tools enables investors to tailor their exposures to their particular financial goals and needs.
03
In addition to tailoring market exposure, SPACE's proprietary alpha factor aims to improve returns.
Direct indexing: Spend more time asset gathering and less time asset managing
Done by us:
Invest in Direct Indexing Strategies created by the index team at New Age Alpha. These portfolios are designed to optimize exposure, minimize taxes, and maximize your time.
Done by you:
Let your research and portfolio management team use the h-factor system, along with their expertise and the firm's view of the market to create prebuilt strategies for you and your clients.
| 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% | 0.38% |
Performance and Statistics from MM/DD/YYYY to 12/31/2025
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 does not provide tax advice. Please consult your accountant for any tax related issues.
Request access to the h-factor system.
