Global Leader in Ensemble Active Management (EAM)
THE NEW PARADIGM IN ACTIVE MANAGEMENT.
EAM redefines active management by combining cutting-edge technology with human investment insights to deliver consistent, alpha-focused results where traditional active strategies have fallen short.
We combine human expertise with real-time insights into high-conviction fund holdings, applying proven machine learning techniques to enhance consensus predictive accuracy. The result is a portfolio built with the highest-conviction stock picks from 10-15 mutual funds and ETFs, creating a more precise and predictive investment strategy.
How do we do this?
We are the first investment firm to commercialize the use of cutting edge machine-learning technology to analyze the real-time stock picks of select mutual fund and ETF managers to identify their consensus stock selections— collective “Best Bets” against the benchmark. Compared to relying on just one manager, EAM strategies built on this collective “Wisdom of the Experts” provides the advantage of multiple institutional fund managers’ perspectives, which reduces the risk inherent in a single-manager approach.
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Strategies Built on the Wisdom of Experts
Traditional active management relies upon a single manager’s perspective to to solve the complex problem of outperforming a benchmark. NextFolio breaks that mold by delivering strategies that tap into the real-time insight of select mutual fund managers, “Wisdom of Experts” and identifies the consensus high conviction stock picks Best Bets of the managers, which improves Alpha and reduces risk.
Real-time Multi-Manager Consensus
NextFolio strategies are built on the real-time collective insights of institutional-class mutual fund managers, functioning together as a virtual team of experts.
Consensus Best-Bet Stock Picks
We offer strategies based on real-time consensus stock picks from select l mutual fund managers, providing a previously unavailable approach to equity investing.
An Entirely New Chapter of Active
Investing
NextFolio’s solutions redefine active management by accessing established machine learning and replication technology to reveal real-time stock picks from institutional mutual fund managers. The resulting strategies are ready-to-go and integrate seamlessly under your brand.
Innovative Technology
Our strategies use machine learning and replication technology to identify investment opportunities traditional methods cannot provide. Learn more
Easy to Implement
Our strategies are turnkey and integrate effortlessly into your back office and trading systems, enabling implementation without requiring internal development.
Validated
The technological framework behind our strategies is backed by independent research. Learn more
NextFolio Strategies are Built for Institutional Success
Diversify Your Offering
Expand your lineup with strategies across all nine domestic equity style boxes, to provide fresh investment opportunities.
Increase Fee Revenue
Differentiate with high-value strategies that support premium fees and enhance your firm’s revenue potential.
Stop Fee Compression
Deliver unique strategies that protect your margins from the pressures of industry-wide commoditization.
Scale Easily
Scale with no need for heavy investments in additional staff, making growth efficient and cost-effective.
Implement Efficiently
Quickly integrate our strategies, available on a white-label basis, reducing the resources needed for internal strategy development.
Set Your Firm Apart
Offer innovative, data-driven strategies that showcase your firm’s leadership in forward thinking.
Seamless Institutional Fit
Mutual funds
ETFs
Separately Managed Accounts
Collective Investment Trusts
Turnkey implementation
Ready to be white labeled
Ready-to-Use Strategies Designed for Institutional Firms
Connect with us to explore how NextFolio can quickly expand the breadth of your firm’s active management footprint.
Ensemble Active Management (EAM) Makes it Work
Ensemble Active Management (EAM) technologies and techniques allows us to do what we do.
By merging machine learning and fund replication, EAM accesses real-time consensus stock picks from select mutual fund managers competing against the same benchmark. These insights are then used to build strategies that reflect the collective “Wisdom of Experts”, resulting in a unique approach to active investing.
EAM is the future of active investing.
Revealed: Real-Time Holdings & Weights
Using publicly available information, machine learning provides real-time access to the holdings and weights of select mutual fund managers, offering unmatched visibility into their high-conviction Best Bets vs. benchmark.
Applied: Advanced Predictive Analytics
Ensemble Methods is used to identify where institutional mutual fund managers align on high-conviction stock picks, to create innovative data-driven strategies based on real-time collective knowledge, which we call Wisdom of Experts.
Created: A Whole Approach to Potential Alpha
This is a new approach to investing, built from real-time, consensus insights of select institutional managers, a capability that has not been available before now.
Academic Research Confirms EAM’s Breakthrough in Active Management
EAM Strategies for All 9 Morningstar® Style Boxes
NextFolio delivers EAM strategies for all 9 Morningstar® style boxes, covering every combination of market cap and investment style. Our strategies offer access to institutional manager insights that were previously unavailable and are easy for institutional firms to integrate, giving you the flexibility to meet diverse client needs.
NextFolio Large Value
Seeks to provide excess returns versus benchmark by investing in large cap value stocks
NextFolio Large Blend
Seeks to provide excess returns versus benchmark by investing in large cap blend stocks
NextFolio Large Growth
Seeks to provide excess returns versus benchmark by investing in large cap growth stocks
NextFolio Mid Value
Seeks to provide excess returns versus benchmark by investing in mid cap value stocks
NextFolio Mid Blend
Seeks to provide excess returns versus benchmark by investing in mid cap blend stocks
NextFolio Mid Growth
Seeks to provide excess returns versus benchmark by investing in mid cap growth stocks
NextFolio Small Value
Seeks to provide excess returns versus benchmark by investing in small cap value stocks
NextFolio Small Blend
Seeks to provide excess returns versus benchmark by investing in small cap blend stocks
NextFolio Small Growth
Seeks to provide excess returns versus benchmark by investing in small cap growth stocks
Experience the Future of Active Management
Discover how cutting-edge data science and advanced machine learning are changing the game in active management.
NextFolio FAQs
Find answers to common questions about NextFolio’s strategies, technology, and how we support institutional investment firms.
NextFolio provides turnkey strategies that are built on the real-time insights of multiple mutual fund managers, solving the key challenges of traditional active management.
Instead of relying on a single manager’s perspective, our strategies use real-time insights from groups of 10-12 institutional managers, providing a more diversified and reliable approach.
NextFolio's strategies are powered by advanced data science and machine learning technology through our partnership with Turing Technology Associates. Their cutting-edge platform provides real-time access to the holdings and weights of any mutual fund manager, allowing us to deliver strategies based on the collective insights of multiple experts. This technology ensures that our strategies remain data-driven, adaptive, and highly effective in today’s competitive market.
Yes, NextFolio provides strategies for all 9 Morningstar® style boxes, covering every combination of market cap and investment style.
Using machine learning, NextFolio identifies where active fund managers align on high-conviction stock picks, forming the basis of our consensus-driven strategies.
NextFolio’s strategies are built on real-time collective insights from multiple managers, which helps overcome the limitations of traditional active management's reliance on a single manager’s (or single management team’s) insights.
Our strategies provide flexible, turnkey solutions that allow firms to expand their product lines without the cost and complexity of building additional in-house resources.
NextFolio’s strategies offer high-value products that increase fee revenue, protect margins from fee compression, and differentiate your firm in a competitive market.
Yes, NextFolio’s strategies are designed for easy integration into your back office, trading systems, and other operational processes.
Contact us to learn how NextFolio’s turnkey strategies can enhance your firm’s offerings and drive long-term growth.
Disclosures
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These Terms were last updated on September 24, 2024.
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NextFolio LLC does business as NextFolio LLC and offers Investment Advisory Services through Redwood Private Wealth LLC. NextFolio LLC is a separately owned entity and independent of Redwood Private Wealth, LLC.
Redwood Private Wealth LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to {{Advisor}} and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
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Investment advisory services offered through Redwood Private Wealth LLC, an SEC-registered investment adviser. Past performance is no guarantee of future returns. Redwood is headquartered at 3930 E. Ray Road, Suite 155; Phoenix AZ 85044. It is important to read our disclosures available at this link: https://redwoodprivatewealth.com/disclosures/.