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QuBe Model Portfolios

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Newfound’s QuBe Model Portfolios are designed to help investors achieve their long-term goals through a research-driven, quantitatively-managed process, while simultaneously acknowledging that the quality of the journey is just as important as the destination.

The insights of a research-driven asset manager available with zero overlay fee.

Confidence for a new era of investing

Thirty years of abundant returns in traditional asset classes allowed a risk profile to be the solution to every problem. With interest rates near all-time lows throughout the developed world, that era is gone. From growth to income, achieving traditional objectives is an increasingly complex, and risky, undertaking.

Our model portfolios are designed with the same philosophies of simplicity, consistency, and thoughtful, risk-conscious designs that underlie the custom mandates we manage and the mutual funds we advise. Leverage our expertise to navigate this growingly complex investment landscape with confidence.

Key Features

Choice: A selection of diversified, risk efficient portfolio strategies.  The suite is offered in conservative through aggressive risk profiles, as well as an income-focused model.

Behavior Aware: We build our portfolios upon the foundations of both modern portfolio theory and behavioral finance.  The optimizer’s job is to construct a portfolio that meets the long-term target objectives while seeking to manage the quality of the journey along the way.

Open Architecture: Unlike large fund companies that fill their models with proprietary product (regardless of quality), Newfound embraces an open-architecture philosophy, evaluating ETFs and mutual funds from all providers to look for the best exposures at the lowest costs.

Hybrid Active/Passive Selection: We seek to balance the benefits of low costs and tax efficiency with a new era of evidence-based investment approaches designed to pursue excess returns and actively manage downside market risk.

Zero Overlay Fee: Subscription to receive the model research portfolios is available free of charge.

Designed for the Destination and the Journey

The optimal investment plan is the one we can stick with.

We leverage long-term capital market assumptions in effort to create forward looking, risk-efficient portfolio solutions.  But traditional, theory-driven asset allocation frameworks are only designed to get you from point A to point B, ignoring the quality of the ride along the way.

In the real world, emotional decisions can threaten even the best- scripted financial plan.  Our portfolios are designed not only to target long-term investment goals, but also to make the journey as smooth as possible.


Why Partner With Newfound?

ETF Strategist

Newfound belongs to a new era of asset managers known as ETF strategists.  ETF strategists specialize in building portfolios from low-cost exchange-traded funds.

Open Architecture

We embrace an open architecture philosophy, evaluating both mutual funds and ETFs from all providers to look for the best exposures at the lowest costs.

Expertise

Our research and writing is featured on both ETF.com and ETF Trends, and our chief investment officer was named a 2014 ETF All Star by ETF.com.

Awarded 2016 ETF Strategist of the Year by ETF.com

Reports & Support

Our comprehensive and straightforward range of documents provides the perfect complement to our model portfolios.  Supporting reports are designed to provide all the information needed to inspire investor confidence in their choice of investment and provide comfort that they know what they’re investing in.

  • Independent unbiased research.
  • Market outlook and industry trends reports.
  • Quarterly performance reports and supporting talking points.
  • Constant access to analysts and your relationship manager.

Get Access Free-of-Charge Today

We make these model research portfolios available free-of-charge for those advisors wishing to self-implement to further promote the spirit of open research and to avoid the conflict of potential “double-dipping” in cases where models are allocated to funds advised or sub-advised by Newfound Research.  For more detailed information, please read the disclosures below.

I am a financial professional.

Or call us at:
617-531-9773
8:30 a.m. – 6 p.m. ET


Disclosures

While the model portfolios are provided free of charge by Newfound Research LLC, in such situations where an Advisor invests all or part of a client’s assets in a Mutual Fund for which Newfound acts as the adviser, Newfound may receive an advisory fee from the Mutual Fund. This is further described in Item 5 “Fees and Compensation” of Newfound’s Form ADV Part 2A.

This information is not personalized investment advice or an investment recommendation from Newfound, and is intended for use only by a third party financial advisor, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this information.  Newfound does not have investment discretion over or place trade orders for any portfolios or accounts derived from this information. Performance of any account or portfolio derived from this information may vary materially from the performance shown herein. There is no guarantee that any investment strategy illustrated will be successful or achieve any particular level of results.  Please review the disclosures at the end of this document and consult your financial advisor for more information.

Carefully consider the Funds within the model portfolios’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting the applicable Fund provider website. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.

For Financial Professionals: In the event that you subscribe to receive a Newfound Research Model Portfolio, you will receive investment ideas from Newfound in the form of a model portfolio. The information is designed to be utilized by you solely as a resource, along with other potential sources you consider, in providing advisory services to your clients.  Newfound Research’s Model Portfolios are not intended to constitute investment advice or investment recommendations from Newfound.  Newfound is not responsible for determining the securities to be purchased, held and/or sold for your clients’ accounts, nor is Newfound responsible for determining the suitability or appropriateness of a Model Portfolio or any securities included therein for any of your clients.  Newfound does not have investment discretion and does not place trade orders for any of your clients’ accounts. Information and other marketing materials provided to you by Newfound concerning a Model Portfolio – including holdings, performance and other characteristics – may not be indicative of your client’s actual experience from investing in one or more of the funds included in the Model Portfolio. The Model Portfolios, allocations and data are subject to change.

For end users: Any model performance information included herein represents the performance of Newfound Research’s Model Portfolios. The performance shown does not reflect the performance of model-based program accounts managed by your investment adviser utilizing Newfound’s non-discretionary Model Portfolios. Newfound’s Model Portfolios are not intended to constitute investment advice or investment recommendations from Newfound.  Your investment adviser may or may not implement Newfound’s Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: your investment adviser, and not Newfound, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. Newfound is not responsible for determining the suitability or appropriateness of a strategy based on Newfound’s Model Portfolios. Newfound does not have investment discretion and does not place trade orders for your account. This material has been created by Newfound and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. The Model Portfolios, allocations and data are subject to change.

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