tactical asset allocation Archives - Flirting with Models

Tag: tactical asset allocation (Page 1 of 2)

Failing Slow, Failing Fast, and Failing Very Fast

By Justin Sibears

On April 9, 2018

Failure to meet your financial objectives can take one of two forms: fast failure and slow failure. Failing fast involves suffering large losses at the wrong time as the result of taking too much risk. Failing slow involves achieving insufficient growth due to taking too little risk.

The Diversification Dangers of DIY Tactical

By Corey Hoffstein

On February 26, 2018

While DIY Tactical ETF strategies became popular after 2008, we often see implementations that fail to adequately diversify. We outline three ways in which we see this manifest: a failure to diversify what, how, and when.

Addressing Low Return Forecasts in Retirement with Tactical Allocation

By Nathan Faber

On September 25, 2017

Low return forecasts make risk management crucial. Tactical strategies have been effective in the past, and moderate allocations can make a big difference.

Combining Tactical Views with Black-Litterman and Entropy Pooling

By Corey Hoffstein

On July 17, 2017

For practitioners looking to implement tactical views in a coherent manner, Black-Litterman and Entropy Pooling may be attractive approaches.

Four Important Details in Tactical Asset Allocation

By Corey Hoffstein

On July 10, 2017

We outline four important considerations that we believe can have an outsized impact on tactical asset allocation performance if ignored.

While other asset managers focus on alpha, our first focus is on managing risk.

We know investors care deeply about protecting the capital they have worked hard to accumulate. And as investors approach and enter retirement, managing “sequence risk” becomes even more important.

Newfound Research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies. We were founded in August 2008 and are based out of Boston, MA.

We work exclusively with institutions and financial advisors.

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