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 investment returns that outperform the S&P500 stock market index with lower downside risk over a complete market cycle. The portfolio manager objectively allocates and re-optimizes the portfolio (risk/return) monthly among up to 9 specific, low-correlated asset classes. The quantitative process is guided by monthly changes in more than a dozen economic and capital market factors. Portfolios may be invested up to 30% into an asset class, with the exception of 50% into government bonds. iSectors® Post-MPT Growth Allocation is available for all types of accounts including high-net worth individuals, non-profit organizations, trusts, foundations, endowments, retirement plans, and IRAs.

 

iSectors® Post-MPT Moderate Allocation

The objective of the iSectors® Post-MPT Moderate Allocation is to achieve investment returns that outperform a 60/40 stock/bond index (as measured by the S&P 500 stock market index + Barclays Aggregate Bond Index) with lower downside risk over a complete market cycle. The portfolio manager objectively allocates and re-optimizes the portfolio (risk/return) monthly among up to 9 specific, low-correlated asset classes. The quantitative process is guided by monthly changes in more than a dozen economic and capital market factors. Portfolios may be invested up to 30% into an asset class, with the exception of 50% into government bonds. The iSectors® Post-MPT Moderate Allocation does not use leverage in its strategy and remains 100% invested at all times (subject to a 2% cash allocation for liquidity purposes).