Investors Need Income

  • Total return ultimately determines the amount of resources an investor has at his or her disposal.
  • We believe investors are best served by pairing a total return portfolio to a desired distribution.

Matt Patterson

Cofounder, HANDLS Indexes

Matt joins Jill Maladrino of Nasdaq to explain how the Nasdaq 7HANDL Index is different from other balanced indexes.

A New Way to Income

Bryant Avenue Ventures and Nasdaq Global Information Services created Nasdaq HANDLS™ (High-Distribution AND Liquid Solutions) Indexes to address the income needs of retirees in the drawdown phase of their investing lives.
HANDLS Indexes were created in partnershp with Nasdaq Global Indexes.

The Nasdaq 7HANDL™ Index was created as a risk-optimized tool for investors. The 7HANDL Index represents a diversified, balanced portfolio that was designed to deliver high targeted distributions while applying the philosophies of modern portfolio theory to maximize risk-adjusted performance.

Powered by Nasdaq Dorsey Wright, the Nasdaq 7HANDL™ Index Delivers a level of Income You Can Live With!

The Nasdaq 7HANDL™ Index consists of a well-diversified, multi-asset portfolio of 19 low-cost ETFs and seeks to offer the potential for high monthly distributions while maintaining a stable net asset value over time. The index is unique in that it is designed to support a 7.0% annual distribution rate in an effort to maintain a steady distribution.

It's simple...

Read our whitepaper

IWM18MayJun-DemographicsDemandNewApproach.pdf

Demographics Demand a New Approach

By David Cohen and Matthew Patterson
Published in

May/June 2018 Investments & Wealth Monitor

The average age of retirement in the United States is 63 and the average length of retirement is 18 years, thereby making retirement a long-term liability. We propose that this fundamental shift in investor objective requires a parallel shift in the approach to asset management.

Published in May 2018 in the distinguished Investments & Wealth Monitor, this journal article explains why the important metric is risk adjusted total return and not yield.


Important Disclosure

HANDLS Indexes receives compensation in connection with licensing its indices to third parties. Any returns or performance provided within are for illustrative purposes only and do not demonstrate actual performance. Past performance is not a guarantee of future investment results.

It is not possible to invest directly in an index. Exposure to an asset class is available through investable instruments based on an index. HANDLS Indexes does not sponsor, endorse, sell, promote or manage any investment fund or other vehicle that is offered by third parties and that seeks to provide an investment return based on the returns of any index. There is no assurance that investment products based on an index will accurately track index performance or provide positive investment returns. HANDLS Indexes is not an investment advisor, and HANDLS Indexes makes no representation regarding the advisability of investing in any such investment fund or other vehicle. A decision to invest in any such investment fund or other vehicle should not be made in reliance on any of the statements set forth in this document. Prospective investors are advised to make an investment in any such fund or other vehicle only after carefully considering the risks associated with investing in such funds, as detailed in an offering memorandum or similar document that is prepared by or on behalf of the issuer of the investment fund or other vehicle. Inclusion of a security within an index is not a recommendation by Indexes to buy, sell, or hold such security, nor is it considered to be investment advice.

The information contained herein is intended for personal use only and should not be relied upon as the basis for the execution of a security trade. Investors are advised to consult with their broker or other financial representative to verify pricing information for any securities referenced herein. Neither Indexes nor any of its direct or indirect third-party data suppliers or their affiliates shall have any liability for the accuracy or completeness of the information contained herein, nor for any lost profits, indirect, special or consequential damages. Either Indexes or its direct or indirect third-party data suppliers or their affiliates have exclusive proprietary rights in any information contained herein. The information contained herein may not be used for any unauthorized purpose or redistributed without prior written approval from HANDLS Indexes.

Copyright © 2019 by HANDLS Indexes. All rights reserved.

Notes on backtests and model results presented herein: Past performance is not a guarantee of future returns and data and other errors may exist. The entered time period is automatically adjusted based on the available return data for the specified assets. CAGR = Compound Annual Growth Rate. Stdev = Annualized standard deviation of monthly returns. Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (1-month t-bills). Stock market correlation is based on the correlation of monthly returns Drawdowns are calculated based on monthly returns. Monthly return series of the selected benchmark is used for results comparisons. The backtested results include monthly rebalancing of portfolio assets to match the specified allocation. The results use total return and assume that all dividends and distributions are reinvested unless reflecting ending balances after a 7% annual distribution. Taxes and transaction fees are not included.: Source: PortfolioVIsualizer © Silicon Cloud Technologies LLC 2013-2017.