Newfound Research LLC ( www.thinknewfound.com) today announced that it has collaborated with The NASDAQ OMX Group, Inc. (NASDAQ:NDAQ) to forge a new strategic partnership featuring rules-based, quantitatively enabled investment strategies created by Newfound. NASDAQ OMX ® and Newfound have agreed to create a suite of outcome-oriented co-branded indexes and to work jointly to promote licensing opportunities. The initial indexes will include a Risk Managed Income strategy, a Global Defensive Equity strategy, a Target Excess Yield strategy and a U.S. Equity Dynamic Long/Short strategy. NASDAQ OMX and Newfound expect that the new indexes will be available for licensing and implementation through separately managed accounts and, in some cases, through exchange-traded funds (ETFs). Both parties will dedicate resources towards marketing of licensing opportunities, which will include educational information about how indexing works and how these investment strategies might fit into a client's portfolio. "NASDAQ OMX continues to focus on innovation and partnering with exceptional firms like Newfound, one of the most inventive and sought after organizations developing rules-based, outcome-oriented investment strategies and specializing in tactical asset and risk management,” said Dave Gedeon, Managing Director, NASDAQ OMX Global Indexes. “This relationship brings our respective brands and expertise together to develop a unique product family.” “Newfound seeks strategic partners like NASDAQ OMX,” said Corey Hoffstein, Newfound’s Chief Investment Officer. “By combining our unique and complementary strengths, including Newfound’s quantitative models and NASDAQ OMX’s global brand, this partnership allows us to provide both retail and institutional investors with a full suite of structured investment strategy solutions.” Tom Rosedale, Newfound’s CEO, said, "We are excited to partner with a leading, full-service index provider like NASDAQ OMX. We believe that NASDAQ OMX’s index construction and technology expertise and powerful brand can make our quantitatively enabled, rules-based investment strategies available to investors throughout the world.” For licensing inquiries about NASDAQ Newfound Indexes, please call +301.978.8050.
About NASDAQ OMX Global IndexesNASDAQ OMX Global Indexes has been creating innovative, market-leading, transparent indexes since 1971. Today, its index offering spans geographies and asset classes and includes diverse families such as the Dividend Achievers, Global, Nordic, Green Economy, Sharia and Commodity Indexes. NASDAQ OMX continuously offers new opportunities for financial product sponsors across a wide-spectrum of investable products and for asset managers to measure risk and performance. NASDAQ OMX Global Indexes also provides custom index services and design solutions to selected financial organizations. For more information about NASDAQ OMX Global Indexes, visit indexes.nasdaqomx.com.Daily index values, weightings and historical data for NASDAQ OMX indexes are available via NASDAQ OMX Global Index Watch and NASDAQ OMX Global Index Data Service. About NASDAQ OMX GroupThe inventor of the electronic exchange, The NASDAQ OMX Group, Inc., fuels economies and provides transformative technologies for the entire lifecycle of a trade - from risk management to trade to surveillance to clearing. In the U.S. and Europe, we own and operate 26 markets, 3 clearinghouses and 5 central securities depositories supporting equities, options, fixed income, derivatives, commodities, futures and structured products. Able to process more than 1 million messages per second at sub-40 microsecond speeds with 99.99% uptime, our technology drives more than 70 marketplaces in 50 developed and emerging countries into the future, powering 1 in 10 of the world's securities transactions. Our award-winning data products and worldwide indexes are the benchmarks in the financial industry. Home to over 3,300 listed companies worth $6.9 trillion in market cap whose innovations shape our world, we give the ideas of tomorrow access to capital today. Welcome to where the world takes a big leap forward, daily. Welcome to the NASDAQ OMX Century. To learn more, visit ww.nasdaqomx.com. Follow us on Facebook ( http://www.facebook.com/NASDAQ) and Twitter ( http://www.twitter.com/nasdaqomx). (Symbol: NDAQ and member of S&P 500) About Newfound Research LLCNewfound is an independent financial technology and product innovation firm offering clients agile and accessible quantitative solutions. Since its inception in 2008, Newfound has collaborated with clients to create investment strategies rooted in quantitative integrity, requiring both quantitative depth and qualitative insight that deliver a more consistent fit between portfolio behavior and investor expectations. Newfound's utilities range from proprietary tactical timing models and proprietary risk measures to customized allocation techniques. For more information about Newfound, visit thinknewfound.com. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular financial product or an overall investment strategy. Neither The NASDAQ OMX Group, Inc. nor any of its affiliates makes any recommendation to buy or sell any financial product or any representation about the financial condition of any company or fund. Statements regarding NASDAQ’s proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED. Information containing any historical information, data or analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Past performance does not guarantee future results. As of the date of this press release, none of the investment strategies mentioned in this press release currently have live assets invested in any fund, separately managed account or other financial product that seeks to track the index’s performance, and any performance results for periods prior to the inception date of the calculation and dissemination of each index is backtested and not live and does not reflect any transaction or other fees that an investor would need to pay when investing in a similar strategy. None of the information in this press release constitutes an offer to sell (or a solicitation of an offer to buy), any security, financial product or other investment vehicle or any trading strategy. You cannot invest in an index. NASDAQ OMX does not issue, sponsor, endorse, market, offer, review or otherwise express any opinion regarding any investment or financial product that may be based on or linked to the performance of these investment strategies. Cautionary Note Regarding Forward-Looking Statements The matters described herein contain forward-looking statements that are made under the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements about NASDAQ ® Newfound ™ Indexes and NASDAQ OMX's other products and offerings. We caution that these statements are not guarantees of future performance. Actual results may differ materially from those expressed or implied in the forward-looking statements. Forward-looking statements involve a number of risks, uncertainties or other factors beyond NASDAQ OMX's control. These factors include, but are not limited to factors detailed in NASDAQ OMX's annual report on Form 10-K, and periodic reports filed with the U.S. Securities and Exchange Commission. We undertake no obligation to release any revisions to any forward-looking statements.