Amplify Partners with Ned Davis Research to Deliver Turnkey Managed Portfolios

Amplify has partnered with Ned Davis Research to deliver the firm’s institutional research as turnkey managed portfolios through the Amplify platform. Advisors can implement NDR’s investment models across every client account, on any custodian, with no custodial change required. Amplify manages the trading, rebalancing, and performance reporting behind them.

NDR’s models are built on decades of objective, data-driven market research designed to help advisors navigate changing market conditions through intentional portfolio construction and risk management. Founded in 1980, the independent research firm delivers those models to wealth management platforms as turnkey solutions. The models are available through Amplify’s Product Marketplace.

For Amplify’s clients, the research and the implementation are delivered together. A firm can put NDR’s models to work across its book without building and maintaining them internally, and without absorbing the day-to-day work of trading and rebalancing them. That’s outsourced portfolio management for RIAs applied at the account level rather than the relationship level. Amplify handles the operational work, the client relationship stays where it belongs, with the advisor.

“Our team has spent decades helping advisors make more informed investment decisions through objective, data-driven research,” said Brian Sanborn, CFA, global head of investment solutions at Ned Davis Research. “Through our partnership with Amplify, advisors can now put that research to work with professionally managed portfolios while maintaining the flexibility and client relationships that define their practices.”

Amplify and Ned Davis Research will introduce the offering in a 30-minute webinar with live Q&A, “From Institutional Research to Turnkey NDR Managed Models, Powered by Amplify,” on Tuesday, Aug. 11 at 1:00 p.m. ET. Brian Sanborn, CFA, global head of investment solutions at Ned Davis Research, and Adam Scully-Power, managing director of enterprise strategy at Amplify, will present. Advisors can register here.

To read the full announcement, visit here, or learn more about the Amplify platform at https://amplifyplatform.com.