New Frontier Portfolios Retain Top Morningstar Rankings

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New Frontier’s global multi-asset portfolios have retained top rankings in the Global Balanced Strategic category of the latest Morningstar ETF Managed Portfolios Landscape Report.

New Frontier’s global multi-asset portfolios have retained top rankings in the Global Balanced Strategic category of the latest Morningstar ETF Managed Portfolios Landscape Report, holding four of the top five spots and six of the top eight spots when ranked by five-year performance. The Morningstar ETF Managed Portfolios Landscape Report Q2 2016 lists New Frontier’s Global Balanced first, the Global Balanced Growth second, the Global Balanced (Tax) fourth, the Global Balanced Growth (Tax) fifth, the Global Balanced Income seventh, and the Global Balanced Income (Tax) eighth. 66 strategic portfolios were ranked. In addition, New Frontier’s Global Income (Tax) and Global Income portfolios ranked first and fourth respectively in the Global Fixed Income Strategic category in a peer group of 39 strategies.

“We are very pleased to have our portfolios consistently ranked so high,” stated Dr. Richard Michaud, President and CEO of New Frontier. “We pride ourselves on managing risk with our patented optimization process. These results underscore both the strength of our process and how, over time, managing risk provides consistent performance and reliable portfolios for our investors.”

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; the Global Balanced Income and the Global Balanced Income (Tax) maintain a 40/60 stock/bond ratio; and the Global Income and Global Income (Tax) maintain a 20/80 stock/bond ratio.

“Many of the managers included 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 enough available to do so, and at the end of October this year, our global multi-asset portfolios will complete a twelve-year track record. We are grateful that Morningstar is now ranking ETF managers.”

Source: Morningstar ETF Managed Portfolios Landscape Report Q2 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.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS.
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 nsharma(at)newfrontieradvisors(dot)com

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Lisa Walsh
New Frontier
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