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Newfound Research Named by ETF.com 2016 ETF Strategist of the Year

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Award highlights Newfound’s unique QuBe model portfolio series.

BOSTON, MA – MARCH 31, 2017 – At its fourth annual Awards Dinner last night, ETF.com named Newfound Research 2016 ETF Strategist of the Year, awarded “to the ETF strategist or model portfolio provider that has done the most to improve investor outcomes in the previous year.”

“We are honored to receive this award,” said Tom Rosedale, Newfound’s Chief Executive Officer. “We’d like to thank ETF.com, our partners, and the advisor community that nominated us.”

Newfound received this distinction for its QuBe Global Multi-Asset portfolios, a series designed to tackle three crucial trends in the advisory space: a desire for simplicity; a need for low-cost solutions; and a demand for a blended approach of both passive and active management.

The models are distinguished by their dual foundation in 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 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 we 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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