Research portfolios
研究组合
The library of research portfolios the platform maintains, and how it is distributed across strategy families. 平台所维护的研究组合库， 以及它在各策略族之间的分布情况。
The strategy universe →策略全景 →Our story公司历程
Building our research and trading platform
建设我们的研究与交易平台
Founded in July 2023. Three years of writing our own research and trading software, in preparation for advisory operations. 成立于 2023 年 7 月。 三年来，我们自行编写研究与交易软件，为开展顾问业务做准备。
Milestones发展历程
Company milestones
公司里程碑
-
2023
Technology build-out技术建设期
The firm is founded
公司成立
New England Investment Consulting Group LLC is formed in July 2023, to bring engineering discipline to systematic investing. New England Investment Consulting Group LLC 于 2023 年 7 月成立， 旨在将工程化的纪律带入系统化投资之中。
-
2024
Technology build-out技术建设期
We build our own platform
自建平台
Rather than licensing someone else's software, we wrote our own: a proprietary strategy engine in January, and the full research-to-execution platform online in September — one system carrying an idea from raw data through to execution. 我们没有采购他人的软件，而是自行编写： 1 月完成自有策略引擎，9 月完整的「研究到执行」平台上线—— 由同一套系统，将一个想法从原始数据一路带到执行环节。
-
2025
Research at scale规模化研究期
The research library grows
研究库扩充
With the platform running, the constraint moved from engineering to research. The point-in-time data store and the multi-stage approval process let the portfolio library expand across strategy families without a matching increase in headcount. 平台投入运行后，瓶颈从工程转向研究。 时点数据库与多阶段审批流程， 使组合库得以跨策略族扩展，而无需相应增加人手。
-
2026
Advisory preparation顾问业务筹备期
Preparing for advisory operations
筹备顾问业务
NEW EIC is preparing to provide investment advisory services following the effectiveness of the required registrations. The Firm has not commenced investment advisory services for third parties and currently has no advisory clients. Its activities to date have consisted of internal research, technology development and business preparation. Any future advisory relationship will be subject to effective registration, a written advisory agreement and applicable client eligibility requirements. NEW EIC 正在筹备在所需注册生效后提供投资顾问服务。 本公司尚未向第三方开展投资顾问服务，目前亦无顾问客户。 迄今为止的活动包括内部研究、技术开发与业务筹备。 任何未来的顾问关系均以注册生效、签署书面顾问协议 及符合适用的客户资格要求为前提。
Milestones describe the firm's own development. Portfolio counts are as at 10 August 2026 from the firm's internal portfolio system; a research portfolio is not a client account, a fund, or a product offered for sale. Nothing on this page is an indication of performance. 上述里程碑描述的是本公司自身的发展。 组合数量取自本公司内部组合系统，截至 2026 年 8 月 10 日； 研究组合并非客户账户、基金或对外销售的产品。 本页任何内容均不代表业绩表现。
A young firm一家年轻的公司
A fact you should weigh, not one we would hide.
这一点值得您掂量，
我们不会回避。
We are a young firm. What we offer instead of a long history is transparency: written rules, a documented process, and statements that would come to you from the custodian rather than from us. 我们是一家年轻的公司。 我们能够提供的不是悠长的历史，而是透明： 书面的规则、成文的流程，以及由托管机构而非由我们寄送给您的对账单。
Three years have gone into the platform ahead of any advisory relationship, which is the opposite of the usual order. It is also why the portfolio library scales without adding headcount — a new strategy reuses the stack rather than rebuilding it. 在建立任何顾问关系之前， 我们已在平台上投入了三年，这与通常的次序恰好相反。 这也是组合库无需增加人手即可扩展的原因—— 一项新策略复用既有体系，而非从头重建。
- One codebase. Research, simulation and execution run through one system, so there is no translation step between a researcher's work and what the system runs. 同一套代码库。 研究、模拟与执行运行于同一系统之中， 因此从研究员的工作到系统实际运行之间，不存在转译环节。
- Point-in-time data. Every record keeps the date it became known, so a backtest sees only what was knowable then. 时点数据。 每一条记录都保留其被知悉的日期， 因而回测只能看到当时可知的信息。
- Delisted names are kept. Companies that were acquired or delisted stay in the universe with their full history. 保留退市标的。 被收购或退市的公司仍保留在标的池中，并保有完整历史。
- Stop rather than guess. When a data check fails the pipeline halts and the exception is logged and reviewed. 宁可停下，不作猜测。 数据校验未通过时，流水线即停止运行，异常将被记录并复核。
Keep reading延伸阅读
Related pages
相关页面
Strategy families
策略族
What each family does, and why they are grouped by return source rather than by instrument. 每个策略族做什么， 以及为何按收益来源而非按交易工具来划分。
See the families →查看各策略族 →Important information. The material on this page describes the firm's history and internal processes. It is not investment advice, not an offer to sell or a solicitation of an offer to buy any security or service, and nothing here is tailored to any particular person. Investing involves risk, including the possible loss of principal. See our full disclosures. 重要提示。 本页材料描述的是本公司的历史与内部流程。 它不构成投资建议，不构成出售任何证券或服务的要约或购买要约的邀请， 亦未针对任何特定人士。投资含有风险，可能损失本金。 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。