Flirting with Models

The Research Library of Newfound Research

Tag: Using Tactical

The Need for Tactical Solutions Across Generations: Baby Boomers

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On July 23, 2014

Baby Boomers nearing retirement can be set back by large drawdowns. Tactical solutions can minimize the risk of drawdowns while still seeking growth.

The Need For Tactical Solutions Across Generations: Generation X

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On July 10, 2014

Tactical solutions can benefit investors of any age. Those in Generation X can use them to overweight equities during up markets while still managing risk.

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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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