George Smith

Portfolio Strategist

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George Smith is a Portfolio Strategist for LPL Financial. He chairs the Tactical Model Portfolio Committee (MPC), which manages LPL Research’s multi-asset tactical models across multiple managed account platforms. George is the vice chair of the Strategic and Core Series MPCs, and chairs Research’s benchmarks sub-committee, which provides expertise on investment performance management at LPL. He also assists in the development of quantitative methods to enhance portfolio management and portfolio construction.

George helps shape LPL Research’s overall asset allocation, investment strategy, and market views. He is a frequent author of LPL Research’s thought leadership publications and a member of the Strategic Asset and Allocation Committee (STAAC), which provides a united investment view across a comprehensive range of investing disciplines.

George joined the Research team in 2019. Before that, he was manager in the Overlay Portfolio Management Group, which provided oversight and support for LPL Financial’s centrally-managed advisor platforms.

Prior to joining LPL Financial

George worked at Legal and General Investment Management (LGIM) in London, U.K. as Assistant Fund Manager-Asset Allocation of their index funds. His nearly 20-year investing experience includes time at Goldman Sachs Asset Management (GSAM) in London.

“I became interested in investing as a young child. The idea that banks would pay me for keeping my money in their bank seemed miraculous back then. It sparked a desire for superior risk adjusted returns that has stayed with me ever since.”

Education & Achievements

BS in Mathematics, University of Bristol, United Kingdom

Chartered Financial Analyst®

Chartered Alternative Investment Analyst®

Certificate in Investment Performance Measurement

Series 7 and 63 licenses

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Sell in May and Go Away?

| George Smith

LPL Research explores whether investors should follow the market adage “sell in May” and other clues seasonality can give us about markets in 2024.

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March and First Quarter Fund Flows

| George Smith

LPL Research explores March and Q1 fund flow data and investor sentiment across asset classes.

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Model Portfolio Construction and Evaluation

| George Smith

LPL Research examines the advantages and pitfalls of different portfolio construction methods.

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How Do Geopolitical Shocks Affect Stock Markets?

| George Smith

LPL Research details what the Middle East escalations could mean for stocks and how markets have reacted historically to geopolitical shocks.

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Strategic Asset Allocation: 3 to 5 Year Market Perspective

| George Smith

LPL Research discusses its updated Strategic Asset Allocation and Capital Market Assumptions.

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Tactical Asset Allocation — Long Live the 60/40

| George Smith

LPL Research delves into positioning of its 60/40 MWP Tactical ETP model portfolio.

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January 2024 Fund Flows Recap

| George Smith

LPL Research explores January 2024 fund flows data and investor sentiment across asset classes.

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Investor Confidence Wavers After Volatile Start to Year

| George Smith

LPL Research explores the latest investor sentiment survey data and what this could mean for stock market returns going forwards.

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December and 2023 Fund Flows Recap

| George Smith

LPL Research explores December and 2023 fund flows data across major asset classes.

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January Seasonality: Have Returns Pulled Forward?

| George Smith

LPL Research assesses stock market seasonals and what they could infer for stock market returns going forward.

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Investors Approaching Extreme Bullishness

| George Smith

LPL Research explores the latest investor sentiment survey data and what this could mean for stock market returns going forward.

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November Fund Flows — Shift To Passive Continues

| George Smith

LPL Research explores November fund flows data and investor sentiment across asset classes.

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Is the Santa Claus Rally Still Coming to Town?

| George Smith

LPL Research assesses stock market seasonals and what they could infer for stock market returns going forward.

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