iSectors Blog


iSectors 1Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 1st quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided...

iSectors®, LLC 1st Quarter 2017 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 6.07% during the quarter and up 17.17% over the past twelve months. MSCI AC World ex US (international stocks) outperformed US stocks in the quarter by...

The New Era of Investment Management Outsourcing

Investment Management Outsourcing is the focus of iSectors’ latest webcast. In this special presentation, Chuck Self, MBA, CFA, Chief Investment Officer of iSectors, LLC speaks with Laura Gregg, Director of Intermediary Client Development at Northern...

ETF Land?… ETF Heaven? The future is bright, per iSectors and Vern Sumnicht

iSectors’ CEO Vern Sumnicht would like to responds to a recent article in Investor’s Business Daily (by Dani Burger on March 14, 2017): | “Trump Waiting Game Turns a Stock Picker’s Paradise Into ETF Land”...

Improving Modern Portfolio Theory

In an article, originally written in 2010 for “NAPFA Advisor,” iSectors CEO, Vern Sumnicht took a deeper into Modern Portfolio Theory — including its core principles and problems, and how MPT could be implemented in investing...

ETF Spotlight on DYLS

By John Koch Here at iSectors, one of the many names we have been given is that of “ETF strategist.” Morningstar calls our investment allocations “ETF Managed Portfolios.” Whichever name is given to us,...

iSectors Quarterly Summary Replay – 4Q 2016

In this 15 minute webcast, iSectors’ chief investment officer, Chuck Self discussed the 4th quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his...

Winners and losers under Trump

By Vern Sumnicht Originally published by For USA TODAY NETWORK-Wisconsin Post-Crescent, Appleton. Donald Trump was sworn in as U.S. president on Jan. 20, and even with a supportive Senate and Congress, it’s hard to believe he...

iSectors®, LLC 4th Quarter 2016 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 3.82% during the quarter and up 11.96% in 2016. MSCI AC World ex US (international stocks) underperformed US stocks in the quarter by rising 1.30% and...

ETF Hits & Misses For 2016

Originally published on January 4, 2017 This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry for ETF.com. By Chuck...