NextFolio Information

NextFolio is transforming active management by leveraging data science and machine learning to systematically capture the real-time, high-conviction stock selections of institutional mutual fund and ETF managers. Through our proprietary Ensemble Active™ approach, we address the core challenges of traditional active management—manager bias, inconsistent performance, and high fees—by delivering concentrated, style-consistent portfolios across all U.S. equity style boxes. We don’t guess where alpha is—we measure where it’s happening. By harnessing institutional insights in real time, NextFolio empowers investors with scalable, cost-effective solutions that aim to improve outcomes across portfolios. Our mission is simple: to give CIOs, advisors, and institutional investors access to smarter tools and sharper signals—built for today’s dynamic markets.