Recent Research

Impact of High Equity Valuations on Safe Retirement Withdrawal Rates

This post is available as a PDF here. Summary While

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" />

Building an Unconstrained Sleeve

We’re often asked about how to build an unconstrained sleeve

Combining Tactical Views with Black-Litterman and Entropy Pooling

This post is available as a PDF download here. Summary

<img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Statistics-1024x717.png" />

Growth Optimal Portfolios

This post is available as a PDF download here. Summary

Duration Timing with Style Premia

This post is available as a PDF download here. Summary

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" />

Navigating Municipal Bonds With Factors

This post is available as a PDF download here. Summary

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" />

Did Declining Rates Actually Matter?

This post is available as a PDF here. Summary From

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Diversification in Multi-Factor Portfolios

This blog post is available as a PDF here. Summary

Anatomy of a Bull Market: Follow-Up

Based on our post from earlier today (“Anatomy of a

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" />

Anatomy of a Bull Market

This blog post is available for download as a PDF

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" />

Capital Efficiency in Multi-factor Portfolios

This blog post is available as a PDF here. Summary

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" />

Is That Leverage in My Multi-Factor ETF?

This blog post is available as a PDF here. Summary

Multi-Factor: Mix or Integrate?

This blog post is available as a PDF here. Summary Recently a

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Craftsmanship-1024x717.png" />

Math Tests, Birthdays, O.J. Simpson, and Texas Sharpshooters

This blog post is available as a PDF here. Summary Humans are

The State of Risk Management

How effective is your method of managing portfolio risk? We

<img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" data-src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" class="lazyload" style="--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024/717;" /><noscript><img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Styles-1024x717.png" />

Indexed Annuity: Masking Risk, Not Destroying It

What is an Indexed Annuity? In recent conversations with current and

<img decoding="async" alt="" src="https://newfoundblog.wpenginepowered.com/wp-content/uploads/2019/08/Statistics-1024x717.png" />

What are Growth and Value?

This commentary is available as a PDF here. SUMMARY Growth and

Growth is not “not value”

This commentary is available as a PDF here. Summary Style boxes

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