Newfound Research Launches Behavior-Aware Model Portfolios

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“Zero overlay fee model portfolios seek to balance the destination and the journey.”

BOSTON, MA – February 27, 2017 – Newfound Research (“Newfound”) has launched the QuBe Global Multi-Asset portfolios, a series of quantitatively-managed, behavior-aware portfolios designed to help financial advisors simplify their asset allocation decisions.  The models are built upon the foundations of both modern portfolio theory and behavioral finance, acknowledging that the quality of the investor’s journey is just as important as the destination.

“We know that an investment plan is only optimal if an investor can stick with it.  We are excited to bring to the marketplace this innovative new set of asset allocation solutions that specifically address the balance between destination and journey,” said Corey Hoffstein, Newfound’s Chief Investment Officer.

“We have adopted the uncommon approach of making our models open-architecture,” said Justin Sibears, Managing Director.  “This enables us to choose investment solutions from any provider, blending both outcome-focused active strategies with low-cost, tax-efficient passive investments in a way where were believe the total is greater than the sum of the parts.”

The model portfolios are currently offered in seven different global asset allocation strategies: six risk-based models and one income-focused model.

The models are currently being made available with zero overlay management fee from Newfound.  Model holdings and allocations are made available to financial advisors through Newfound’s website: www.thinknewfound.com/qube-managed-portfolios.

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