Who We Are and What We Do
Newfound Research is a Boston-based financial technology and product innovation firm focused on tactical risk management. It provides data from its proprietary research and algorithms to investment professionals that drives their innovative investing and asset allocation strategies.
Data from the algorithms were first licensed and used by a 3rd party investment firm in late 2008.
Newfound Research’s current offerings include:
- Strategy and product development utilizing our dynamic risk management tools;
- Data provision from our proprietary quantitative algorithms; and
- Analytics licensing to construct and manage tactical portfolios.
Data provided by our algorithms is used by our clients, among other things:
- To create risk indices driving individual security or total portfolio allocation decisions;
- To provide specific asset class exposure recommendations driving allocation decisions; and
- As an input in a portfolio optimization process.
What Makes Us Unique?
The most important factors that make us unique are:
- We develop investment products and strategies for third-parties (we do not “run money” ourselves, but instead partner with clients when we develop or reconfigure products– we do not have a distribution team and we do not wish to manage assets or take custody of client funds – we stick with what we are good at)
- We are independent and will consider working with almost any third-party, provided we believe their core values are consistent with those of Newfound Research and provided that they have the ability to attract large sums of assets to the products we develop (we are not aware of another firm providing services like those we offer on an outsourced basis)
- We have the best product development and quantitative strategies team in the industry and our team is growing as demand for our products and services has increased
- Our proprietary algorithms are powerful and critical to building and powering dynamic, risk-managed investment products