The iSectors® Post-MPT Allocation Series consists of two dynamic models that adapt to changing market conditions as they occur. iSectors® designed the Post-MPT Allocation models to help investors become proactive in an ever-changing environment. The models utilize a robust algorithm that evaluates changes in real-world factors that influence the performance of major asset classes and then adjusts the portfolio allocation accordingly. The result is the potential for increased returns with lower drawdowns. The Post-MPT Allocations are iSectors®    flagship allocation models.

iSectors® Post-MPT Growth Allocation

The objective of the iSectors® Post-MPT Growth Allocation is to achieve market returns with lower downside risk over a complete market cycle. The portfolio manager objectively allocates and rebalances the portfolio (risk/return) monthly among up to 9 specific, low-correlated market sectors. The quantitative process is guided by monthly changes in two dozen economic and capital market factors. Portfolios may be invested up to 30% at any one time into any single asset class, with the exception of government bonds, to which the model may allocate up to 50%. iSectors® Post-MPT Growth Allocation is available for all types of accounts including: high net worth individuals, trusts, foundations, endowments, retirement plans, and IRAs.

iSectors® Post-MPT Moderate Allocation

The objective of the iSectors® Post-MPT Moderate Allocation is to achieve market returns with lower downside risk over a complete market cycle. The portfolio manager objectively allocates and rebalances the portfolio (risk/return) monthly among up to 9 specific, low-correlated market sectors. The quantitative process is guided by monthly changes in two dozen economic and capital market factors. Portfolios may be invested up to 30% at any one time into any single asset class, with the exception of government bonds, to which the model may allocate up to 50%. The iSectors® Post-MPT Moderate Allocation does not use borrowed money in its strategy and remains 100% invested at all times (subject to a 2% cash allocation for liquidity purposes). 

iSectors® Tactical Global Balanced Allocation

The objective of iSectors® Tactical Global Balanced Allocation is to seek modest growth of capital while attempting to avoid large portfolio draw downs (losses) through the implementation of a tactical strategy across a globally diversified portfolio of major asset classes. 

The iSectors® Tactical Global Balanced Allocation offers a comprehensive investment approach diversified across major global asset classes, including domestic equities, international and emerging market equities, bonds, commodities, gold, and real estate. The model actively manages the investments within the portfolio, utilizing a proprietary trend-following methodology to allocate among the model’s targeted asset classes and to cash (or short-term bonds). This model’s objective is to be in 100% cash alternatives/short-term bonds during prolonged declines in individual asset classes to reduce overall portfolio draw down. The iSectors® Tactical Global Balanced model seeks to invest in low-cost index ETFs to achieve its objectives.