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    Nasdaq Dorsey Wright

    Navigating Markets with Relative Strength

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

    What is Nasdaq Dorsey Wright?


    Nasdaq Dorsey Wright (NDW) is a registered investment advisory firm dedicated to empowering financial advisors and investors with actionable insights, research, and tools. Built on the principles of Point & Figure and Relative Strength analysis, NDW offers a robust platform that transforms market data into objective, unbiased investment strategies. Through partnerships with leading mutual fund and ETF providers, managed account strategies, and cutting-edge research solutions, we provide flexible methodologies tailored to fit diverse investment processes. For over 30 years, NDW has guided clients through both bull and bear markets with data-driven strategies designed to deliver clarity and confidence in portfolio management.

    How Nasdaq Dorsey Wright Helps You

    Financial Advisors

    Experience the Nasdaq Dorsey Wright Advantage

    • Financial Advisors: Streamline portfolio management and deepen client relationships with actionable insights, model-driven strategies, and efficient allocation tools.
    • Asset Managers: Enhance returns and differentiate your products using momentum-based strategies, proprietary indexes, and comprehensive support.
    • Individual Investors: Make confident decisions, identify market leaders, and manage risk through transparent ratings, relative strength analysis, and adaptive approaches.
    • Financial Advisors: Streamline portfolio management and deepen client relationships with actionable insights, model-driven strategies, and efficient allocation tools.
    • Asset Managers: Enhance returns and differentiate your products using momentum-based strategies, proprietary indexes, and comprehensive support.
    • Individual Investors: Make confident decisions, identify market leaders, and manage risk through transparent ratings, relative strength analysis, and adaptive approaches.

    7K+
    Research Platform Users

    30+
    Licensed ETFs/Mutual Funds/UITs

    100+
    Model Portfolios

    10+
    Managed Account Strategies

    Challenges Nasdaq Dorsey Wright Solves

    Challenges Nasdaq Dorsey Wright Solves

    Identifying Market Leaders

    NDW's Relative Strength models help pinpoint securities exhibiting strong performance compared to their peers.

    Managing Market Volatility

    Momentum-based strategies provide a systematic way to adjust portfolios in response to market shifts.

    Simplifying Complex Markets

    NDW's research and tools reduce market noise, focusing on meaningful patterns in price movements.

    Adapting to Market Cycles

    Strategies are designed to navigate both bull and bear markets, adjusting holdings based on prevailing trends.

    Diversification

    NDW's model portfolios and managed accounts offer exposure to various asset classes, sectors, and geographies.

    Identifying Market Leaders

    NDW's Relative Strength models help pinpoint securities exhibiting strong performance compared to their peers.

    Managing Market Volatility

    Momentum-based strategies provide a systematic way to adjust portfolios in response to market shifts.

    Simplifying Complex Markets

    NDW's research and tools reduce market noise, focusing on meaningful patterns in price movements.

    Adapting to Market Cycles

    Strategies are designed to navigate both bull and bear markets, adjusting holdings based on prevailing trends.

    Diversification

    NDW's model portfolios and managed accounts offer exposure to various asset classes, sectors, and geographies.

    Benefits of Nasdaq Dorsey Wright

    Actionable Insights


    Receive timely, data-driven recommendations to inform investment decisions.

    Objective Strategies


    Utilize rules-based methodologies that remove emotional biases from investing.

    Risk Management


    Focus on securities with strong Relative Strength to manage downside risk.

    Transparent and Simple Tools


    Access straightforward research tools and rating systems to understand market trends.

    Tailored Solutions


    Choose from a variety of strategies and portfolios that align with specific investment goals and risk tolerances.

    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. 

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    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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    Domestic Equities


    - Systematic Relative Strength Core
    - Systematic Relative Strength Aggressive
    - Systematic Relative Strength
     


    Growth International Equities


    Systematic Relative Strength International


    Fixed Income


    Tactical Fixed Income


    Managed Account Strategies


    - Systematic Relative Strength Balanced
    - Global Macro

    Optionsquiz

    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

    • PDP Invesco Dorsey Wright Momentum ETF
    • DWAS Invesco Dorsey Wright SmallCap Momentum ETF
    • DDIV First Trust Dorsey Wright Momentum & Dividend ETF
    • DVLU First Trust Dorsey Wright Momentum & Value ETF
    • DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF
    • QQQA Nasdaq-100 Dorsey Wright Momentum ETF
    • DWSH AdvisorShares Dorsey Wright Short ETF
    • DWUS AdvisorShares Dorsey Wright FSM U.S. Core ETF

    U.S. Sector/Industry

    • FV First Trust Dorsey Wright Focus 5 ETF
    • PYZ Invesco Dorsey Wright Basic Materials Momentum ETF
    • PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
    • PSL Invesco Dorsey Wright Consumer Staples Momentum ETF
    • PXI Invesco Dorsey Wright Energy Momentum ETF
    • PFI Invesco Dorsey Wright Financial Momentum ETF
    • PTH Invesco Dorsey Wright Healthcare Momentum ETF
    • PRN Invesco Dorsey Wright Industrials Momentum ETF
    • PTF Invesco Dorsey Wright Technology Momentum ETF
    • PUI Invesco Dorsey Wright Utilities Momentum ETF

    Multi-Asset/Dynamic

    • FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
    • DALI First Trust Dorsey Wright DALI 1 ETF
    • HNDL Strategy Shares Nasdaq 7HANDL
    • DWAW AdvisorShares Dorsey Wright FSM All Cap World Equity ETF        
    • DWAT Arrow DWA Tactical: Macro Fund
    • DWAFX Arrow DWA Tactical: Balanced Fund
    • DWTFX Arrow DWA Tactical: Macro Fund

    International Equity

    • PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
    • PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
    • AADR AdvisorShares Dorsey Wright ADR ETF
    • DWCR Arrow DWA Tactical:  International ETF
    • IFV First Trust Dorsey Wright International Focus 5 ETF
    Nasdaq Dorsey Wright Indexes

    Nasdaq Dorsey Wright Indexes

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

    Includes 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.
    Dec 16, 2021

    Contact Us to Learn More

    Interested in Learning More?

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    FAQ

    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.