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 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 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:
• Determine broad technical outlook of the market to focus portfolio allocations within areas of Relative Strength
• Use technical indicators to identify when supply or demand is in control of the market
• Pair fundamental lists of “what to buy” with technical insights on “when to buy”
• Transparent and straightforward rating system for over 50,000 individual stocks, ETFs, and mutual funds that are designed to increase your odds of success over time
• Upload or construct watchlists to monitor the technical strength of a roster of securities
• Use our alerts system to stay informed of changes in the technical outlook of a security, portfolio, or the market as a whole
• Identify leaders based on Relative Strength and build a rules-based, repeatable process
• Access to 100+ turnkey stock, ETF, and mutual fund model portfolios
• Build, back test, and implement custom model portfolios
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.
• Systematic Relative Strength Core
• Systematic Relative Strength Aggressive
• Systematic Relative Strength
GROWTH INTERNATIONAL EQUITIES
• Systematic Relative Strength International
• Tactical Fixed Income
• Systematic Relative Strength Balanced
• Global Macro
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.
Broad U.S. Equity
- DWMC Advisor Shares Dorsey Wright Micro Cap
DWSH Advisor Shares Dorsey Wright Short
DWUS Advisor Shares Dorsey Wright FSM U.S. Core
PDP Invesco Dorsey Wright Momentum
DWPP Invesco Dorsey Wright People’s Portfolio
DWAS Invesco Dorsey Wright Small Cap Momentum
DDIV First Trust Dorsey Wright Momentum & Dividend
DVLU First Trust Dorsey Wright Momentum & Value
DVOL First Trust Dorsey Wright Momentum & Low Volatility
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
- DWEQ Advisor Shares Dorsey Wright Alpha Equal Weight
FV First Trust Dorsey Wright Focus 5
PYZ Invesco DWA Basic Materials Momentum Sector
PEZ Invesco DWA Consumer Discretionary Momentum Sector
PSL Invesco DWA Consumer Staples Momentum Sector
PXI Invesco DWA Energy Momentum Sector
PFI Invesco DWA Financial Momentum Sector
PTH Invesco DWA Healthcare Momentum Sector
PRN Invesco DWA Industrials Momentum Sector
PTF Invesco DWA Technology Momentum Sector
PUI Invesco DWA Utilities Momentum Sector
- DWAW Advisor Shares Dorsey Wright FSM All Cap World
DWAFX Arrow DWA Balanced Fund
DWTFX Arrow DWA Tactical Fund
DWAT Arrow DWA Tactical ETF
DALI First Trust Dorsey Wright Dynamic DALI
FVC First Trust Dorsey Wright Dynamic Focus 5
HNDL Strategy Shares Nasdaq 7HANDL
- AADR Advisor Shares Dorsey Wright ADR
DWCR Arrow DWA Country Rotation
PIZ Invesco DWA Developed Markets Momentum Portfolio
PIE Invesco DWA Emerging Markets Momentum Portfolio
IFV First Trust Dorsey Wright International Focus 5
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
Nasdaq Dorsey Wright: Year End Review and What to Watch for in 2022
With inflation concerns impacting many facets of the US markets in 2021, Nasdaq Dorsey Wright will address how leadership trends across major asset classes and US equity sectors have adapted to these pressures. Additionally, we will explore some key areas of the market that have shown strong growth potential, and which areas of the market may be poised to participate in an inflationary environment as we head into 2022.
Nasdaq Dorsey Wright Large and Small Cap RiverFront DWA Fusion Portfolios
Nasdaq Dorsey Wright and RiverFront Investment Group have combined our expertise to develop two new investment strategies that blend key strengths from both the fundamental and technical disciplines.
Nasdaq Dorsey Wright Tactical Fixed Income Portfolio
In 2013, Nasdaq Dorsey Wright introduced our tactical fixed income portfolio providing a fixed income solution that can serve as a core fixed income holding, while also having the ability to be tactical when needed.
Nasdaq Dorsey Wright Systematic Relative Strength Portfolio Collection
Nasdaq Dorsey Wright offers 8 Systematic Relative Strength strategies on more than 20 SMA/UMA advisor platforms.
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
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.
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.
Nasdaq Dorsey Wright Contacts:
• Analyst Team: (804) 320-8511
• Billing Team: (804) 525-2270
• Sales Team: (212) 312-0333
• Tech Team: (804) 320-8511
• Money Management Office: (626) 535-0630