New England Investment Consulting Group LLCNew England Investment Consulting Group LLC

A quantitative investment firm. Rules, not nerves.

一家量化投资公司。
依规则行事,不凭情绪。

We build our own research and trading platform, and we let written rules make the decisions. A library of research portfolios spanning structurally different strategy families, each one tested against years of market history before it trades a dollar. 我们自建研究与交易平台,并让书面规则来做决策。 研究组合库涵盖多个结构上彼此不同的策略族, 每一个在投入真实资金之前,都已经过多年市场历史的检验。

The platform平台

Proprietary, from the data upward.

自数据层向上,
皆为自有。

We have spent three years building our own research and trading system, ahead of offering any advisory service. Research, simulation and live routing run through one codebase, so there is no translation step between a researcher's work and what actually trades. 在提供任何顾问服务之前,我们已用三年时间自建研究与交易系统。 研究、模拟与实盘路由运行于同一套代码库,因此从研究员的工作到真实成交之间, 不存在任何转译环节。

A research portfolio is an internal account maintained by the firm. It is not a client account, a fund, or a product offered for sale, and portfolio counts are not an indication of performance or of any result an account might achieve. Counts as at 10 August 2026. 研究组合是本公司自行维护的内部账户, 并非客户账户、基金或对外销售的产品;组合数量不代表业绩表现, 也不代表任何账户可能取得的结果。数据截至 2026 年 8 月 10 日。

Custody资产保管

Your account stays in your own name.

账户始终
登记在您本人名下。

No jargon. Follow the four steps below — that is the whole proposed arrangement, once the required registrations are effective. 没有术语。以下四个环节,就是所需注册生效后拟议安排的全部。

  1. I

    You open the account

    由您开立账户

    The account is opened in your own name at Interactive Brokers LLC, an independent qualified custodian, and you move money into it from your own bank. 账户以您本人名义在独立合格托管机构 Interactive Brokers LLC 开立,资金由您本人的银行账户划入。

  2. II

    The custodian holds it

    由托管机构持有资产

    The cash and the investments are held by the custodian, not by us. Your statements come to you directly from them. 现金与投资标的由托管机构持有,而非由我们持有。 对账单由托管机构直接寄送给您。

  3. III

    We have trading authority

    我们获得交易授权

    Once an advisory agreement is in place, we have trading authority in that account as specified in the agreement. You may also authorize us in writing to deduct advisory fees from the account, or choose to be invoiced and pay directly. 顾问协议签署后,我们按协议约定在该账户内享有交易权限。 您也可以书面授权我们从账户中扣除顾问费,或选择收取账单并直接付款。

  4. IV

    The models decide

    由模型作出决策

    Systematic models decide what to buy and sell, within the risk parameters you and we agreed in writing and the predefined thresholds described below. 由系统化模型决定买入与卖出, 处于双方书面约定的风险参数与下文所述的预设阈值之内。

  • We would not hold your assets. Under our proposed advisory arrangements, client assets will be held at Interactive Brokers LLC, an independent qualified custodian, in accounts titled in the clients' names. After the required registrations are effective and an advisory relationship is established, NEW EIC will have trading authority as specified in the advisory agreement. Clients may also authorize NEW EIC in writing to deduct advisory fees from their accounts, or may elect to receive invoices and pay directly. NEW EIC will have no authority to withdraw or transfer client funds or securities for any other purpose. 我们不会持有您的资产。 根据我们拟议的顾问安排,客户资产将存放于独立合格托管机构 Interactive Brokers LLC, 账户以客户本人名义登记。在所需注册生效并建立顾问关系之后, NEW EIC 将按顾问协议的约定享有交易权限。客户亦可书面授权 NEW EIC 从其账户中扣除顾问费, 或选择收取账单并直接付款。除此之外,NEW EIC 无权以任何其他目的提取或转移客户的资金或证券。
  • Risk controls, not guarantees. Our systems use predefined position, exposure and daily-loss thresholds, together with daily human review. Authorized personnel can suspend new automated orders when necessary. These controls are intended to manage risk, but do not guarantee that losses will remain within any specified amount. Market movements, execution delays, liquidity constraints or system failures may cause losses to exceed intended limits. Suspending new orders does not by itself cancel outstanding orders or liquidate existing positions. 风险控制,而非保证。 我们的系统采用预设的持仓、风险敞口与单日亏损阈值,并辅以每日人工复核。 必要时,获授权人员可以暂停新的自动化订单。这些控制措施旨在管理风险, 但不能保证亏损一定控制在任何特定金额之内。市场波动、执行延迟、 流动性限制或系统故障,都可能导致亏损超出预期限额。 暂停新订单本身并不会撤销已提交的订单,也不会平掉既有持仓。
  • A documented process, not a discretionary call. Every strategy has written entry rules, exit rules and loss thresholds, applied the same way on a calm day and on a frightening one, and reviewed by a person every day. 依据成文流程,而非临场判断。 每一项策略都有书面的入场规则、离场规则与亏损阈值, 在平静的日子与恐慌的日子里,执行方式一致,并由人工每日复核。

This page is a summary of a proposed arrangement. NEW EIC has not commenced advisory services for third parties and currently has no advisory clients; any future relationship is subject to effective registration, a written advisory agreement and applicable eligibility requirements. The terms of any relationship are set out in the advisory agreement and disclosure materials provided before you sign anything. Investing involves risk, including the possible loss of principal. 本页是对拟议安排的概要说明。NEW EIC 尚未向第三方开展顾问服务, 目前亦无顾问客户;任何未来的合作关系均以注册生效、签署书面顾问协议 及符合适用的客户资格要求为前提。任何合作关系的具体条款, 均载于您签署任何文件之前所提供的顾问协议与披露材料之中。 投资含有风险,可能损失本金。

Practices业务

Our proposed services, each with a defined mandate.

我们拟提供的服务,
各有明确的授权边界。

NEW EIC is preparing to offer services spanning systematic investment strategy, portfolio management and the research process behind both, following the effectiveness of the required registrations. NEW EIC 正在筹备提供涵盖系统化投资策略、 投资组合管理,以及支撑二者的研究流程的服务,以所需注册生效为前提。

Quantitative strategies

量化策略

Systematic approaches across US equities, ETFs and listed options, built on statistical research, diversification and defined risk controls rather than discretionary forecasting. 覆盖美国股票、ETF 与场内期权的系统化方法, 建立在统计研究、分散化与明确的风险控制之上,而非依赖主观预测。

  • Statistical research统计研究
  • Diversification by return source按收益来源分散
  • Defined risk controls明确的风险控制

Our strategies →查看策略 →

Portfolio management

投资组合管理

Separately managed accounts in US equities, ETFs and listed options, held in the client's own name and structured around each client's objectives, time horizon and tolerance for risk. 投资于美国股票、ETF 与场内期权的独立管理账户, 以客户本人名义持有,并围绕每一位客户的目标、投资期限与风险承受能力进行安排。

  • Objectives documented first先明确目标
  • Coordinated with your advisers与您的顾问协同
  • Account held in your own name账户登记在您名下

Portfolio management →投资组合管理 →

How a strategy earns its way in

一项策略如何取得资格

An idea passes five separate tests before it goes near real capital: it is argued and voted on by the team, measured against years of market history, run in a wired-up test system, traded in real time with simulated money, and only then given real capital. A failure at any stage sends it back. 一个想法在接触真实资金之前,需要通过五道独立检验: 由团队论证并表决、以多年市场历史加以衡量、在完整接线的测试系统中运行、 以模拟资金实时交易,最后才配置真实资金。任一环节未通过,即退回重来。

  • Out-of-sample validation样本外检验
  • Simulated live trading模拟实时交易
  • Daily human review每日人工复核

Our approach →我们的方法 →

Our approach我们的方法

Research first, then position.

先有研究,再有仓位。

We believe durable results come from process rather than prediction. Every strategy we study begins with a research question, is tested against historical data, and is evaluated on risk as carefully as on return. 我们相信,稳健的结果源于流程,而非预测。 我们研究的每一项策略都始于一个研究问题, 经由历史数据检验,并且对风险的评估与对收益的评估同样审慎。

Our analysts and data scientists combine market experience with statistical modelling, and we publish selected research openly so prospective clients can judge the quality of our thinking directly. 我们的分析师与数据科学家将市场经验与统计建模相结合; 我们公开发布部分研究成果, 以便潜在客户能够直接判断我们思考的质量。

  • Defined process. Documented research methodology applied consistently across markets. 明确的流程。 成文的研究方法论,在各个市场中一致地执行。
  • Risk management. Position sizing, diversification and drawdown controls treated as first-order design constraints. 风险管理。 仓位规模、分散化与回撤控制,被视为首要的设计约束。
  • Transparency. Clear reporting on how portfolios are constructed and what they hold. 透明度。 就组合如何构建、持有哪些标的,提供清晰的报告。
  • Client alignment. Objectives, horizon and risk tolerance established before any recommendation. 与客户一致。 在提出任何建议之前,先确立目标、期限与风险承受能力。

Important information. The material on this website is provided for general informational purposes only. It is not investment, legal, tax or accounting advice, and it is not an offer to sell or a solicitation of an offer to buy any security or to engage any investment service. Nothing here is tailored to the objectives or circumstances of any particular person. 重要提示。 本网站材料仅供一般参考,不构成投资、法律、税务或会计建议, 亦不构成出售任何证券或聘用任何投资服务的要约, 或购买要约的邀请。本站内容并未针对任何特定人士的目标或处境。

Investing involves risk, including the possible loss of principal. Any reference to strategies, markets or instruments describes areas we research and does not imply any particular result. See our full disclosures. 投资含有风险,可能损失本金。 凡提及策略、市场或工具,均指我们所研究的领域,不暗示任何特定结果。 请参阅我们的完整披露与条款。

Start a conversation.

与我们聊一聊。

Tell us what you are trying to achieve and we will tell you honestly whether we are the right firm to help. 告诉我们您希望实现什么, 我们会坦率地告知,我们是否是合适的那一家。