Index Research Papers

    Nasdaq Dorsey Wright

    Research platform tools, managed accounts, indexes and turn-key model solutions built on rules-based and time-tested relative strength methodologies

    Nasdaq Dorsey Wright (NDW) is a registered investment advisory firm. Our investment research, tools and solutions are built on the idea that markets, securities, and signals are actionable through analysis.

    Our Mission

    Our mission is to empower financial advisors by providing them with tools and insights to leverage our expertise to better serve their clients. Through our research platform, partnerships with leading mutual fund and ETF providers, and managed account strategies, we are able to translate the insights we glean from our Point & Figure and Relative Strength analysis into several different forms, allowing investors to access our methodology in whatever way best fits their investment process. We provide research, tools, and investment products that enable investors to manage portfolios based on unbiased, unemotional, objective data, which has helped us guide our clients through multiple bull and bear markets over our 30+ year history.

    Nasdaq Dorsey Wright Stats

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    Nasdaq Dorsey Wright Research Platform

    Extensive database of Point & Figure charts on over 50,000 securities and a daily research report with timely market insights and security recommendations prepared by the Nasdaq Dorsey Wright analyst team.

    Our research platform gives you access to tools designed to help you in the following areas:

    Nasdaq Dorsey Wright Separated Managed Accounts and Unified Managed Accounts

    Nasdaq Dorsey Wright Managed Account Strategies

    Our Systematic Relative Strength family of investment strategies are available as separately managed accounts (SMAs) and/or unified managed accounts (UMAs), on over 15 platforms. We employ disciplined, rules-based methodologies that seek to capitalize upon long-term leadership trends, by applying our Relative Strength model across varying investment universes and model constraints resulting in different risk and return profiles.

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    Dorsey Wright Investment Products

    Our suite of Managed Accounts along with a variety of investable products provide investors with turnkey ways to utilize our research and Relative Strength strategies.

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    Nasdaq Dorsey Wright Indexes

    Putting insights into practice by partnering with leading mutual fund and ETF Providers

    Including First Trust, Invesco, and ProShares, to turn Nasdaq Dorsey Wright indexes into investible strategies. Nasdaq has established itself as one of the largest providers of investment indexes with over 30,000 indexes globally, including a lineup of momentum indexes that are constructed using the Nasdaq Dorsey Wright methodology.

    There are currently over 30 investment products linked to Nasdaq Dorsey Wright indexes including:

    • Dorsey Wright Technical Leaders Index (DWTL)
    • Dorsey Wright Focus Five Index (DWANQFF)
    • Dorsey Wright International Focus Five Total Return (DWANQIFF)
    • DWA International Developed Markets Technical Leaders Index (DWADM)
    • DWA International Emerging Markets Technical Leaders Index (DWAEM)
    • DWA Technical Leaders Small Cap Index (DWATLSC)

    Systematic Relative Strength Videos

    Resource Center

    Fusion Small Cap

    Fusion Large Cap

    Systematic RS Global Macro

    Systematic RS Aggressive

    Systematic RS Balanced

    Systematic RS Core

    Systematic RS Core ESG

    Systematic RS Growth

    Systematic RS International

    Tactical Fixed Income

    Nasdaq Dorsey Wright Overview

    Relative Strength Methodology Whitepaper

    Technical Attribute Whitepaper

    Fund Score Whitepaper

    Model Builder Overview

    Client Relationship Summary

    DWA ADV Part 2A and 2B

    NDW Terms of Use/Disclosures

    Nasdaq Dorsey Wright is a registered investment advisory firm headquartered in Richmond, VA that specializes in technical analysis. Our expertise is in Point & Figure charting and Relative Strength analysis, which we use to analyze market data and deliver actionable insights. Our suite of technical analysis tools and investment strategies help cut through the clutter of day-to-day market action, identifying meaningful patterns in daily share price movements and momentum.

    Point & Figure charting is a method of technical analysis developed by Charles Dow as a means of reducing market noise in a security chart to focus on the all-important relationship between supply and demand in the markets. We believe technical analysis offers an objective, logical approach that can reduce uncertainty in the market, aid in effectively allocating assets, and enable you to manage risk.

    Relative Strength, also known as Momentum, has been proven to be one of the premier investment factors in use today. Numerous studies by both academics and investment professionals have demonstrated that winning securities continue to outperform and that momentum can perform well both within and across markets. Relative Strength is an adaptive, tactical investment strategy based on objective inputs like share price that is designed to participate in long-term themes of strength by providing a method for identifying market leadership. Relative Strength strategies focus on purchasing securities that have already demonstrated the ability to outperform a broad market benchmark or the other securities in the investment universe.

    Using a clear, rules-based methodology, the platform gives you the ability to streamline your investment process with technical tools thereby freeing up your most precious commodity: your time. With tools designed to help you determine the proper asset allocation, select securities, and develop custom rules-based strategies, you can effectively manage your portfolios with greater confidence and still have time to focus on building strong, trusted relationships with every client.

    Nasdaq Dorsey Wright has partnered with many leading fund providers, including First Trust, iShares, and Invesco, to offer a full suite of ETFs and Mutual Funds that leverage our Relative Strength expertise and offer professional management. Additionally, Nasdaq Dorsey Wright’s own portfolio management team manages a suite of Separately Managed Accounts that focus on delivering long-term outperformance through actively managed Relative Strength portfolios.

    Momentum is actually an investment factor that has been shown to work very well when implemented consistently over longer time horizons. Relative Strength’s foundational concept is that those securities, sectors, or markets that have proven the ability to outperform will continue to outperform into the future. As a result, you can use Relative Strength to develop a rules-based process for identifying leadership trends, sticking with those trends for as long as that strength remains, and adapting as new trends emerge. When applied diligently and consistently, a simple process focused on investing in leadership becomes a powerful instrument for driving long-term outperformance.

    About Us

    Founded in Richmond, Virginia in 1987 and acquired by Nasdaq in 2015, Nasdaq Dorsey Wright is a foremost expert in technical analysis and momentum investing. The foundation of our research is Point & Figure charting, which we believe is an effective tool for cutting through the noise in a security’s price to focus on the relationship between supply and demand and identify areas of strength within the market. By focusing on momentum, which we refer to as Relative Strength, we can remove emotion and subjectivity from the investment process, focusing instead on implementing an objective, rules-based process that can adapt to changing market dynamics and help you stay the course.