• Most institutions are forecasting lower expected returns for traditional asset classes compared to historical realized levels.
  • Rules based upon historically realized numbers – like the 4% withdrawal rule – may fail going forward.
  • Should we simply accept lower withdrawal rates in our financial plan?  Is there a silver bullet to over-coming this return gap problem?
  • In this presentation, we offer 8 ideas: a diversified set of marginal improvements that taken together can compound and have a large impact on investor results.



(You can also access the above presentation here.)

Corey is co-founder and Chief Investment Officer of Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm's views to clients. Prior to offering asset management services, Newfound licensed research from the quantitative investment models developed by Corey. At peak, this research helped steer the tactical allocation decisions for upwards of $10bn. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University. You can connect with Corey on LinkedIn or Twitter.