Newfound Research LLC is a quantitative investment and research firm. The firm was founded in August 2008.
We currently serve financial advisors via open-end mutual funds, ETFs, and separately managed accounts through most major model manager platforms / TAMPs. For qualified firms, we offer model delivery and customized mandate solutions.
We offer customized research and consulting services for family offices, consulting firms, and pensions. Our expertise extends to tactical asset allocation, quantitative investment strategies, and risk management.
We provide institutional investors with consulting, education and investment strategies to support a variety of mandates.