iSectors Blog: Chuck Self


Overcoming the Trailing Returns of Active Management

By Chuck Self A number of year-end 2014 articles have bemoaned the fate of active management.  In one of them, Standard & Poor’s indicates that only 39% of the large cap mutual funds beat...

Work with a financial advisor for 401(k) retirement plan participation success

One of the advantages of working with an independent financial advisor is that s/he can recommend the best investment options for retirement plan participants. The recent academic research by professors at Indiana University, University...

The 2015 Model Portfolio for Financial Advisors

    2015 will likely be a transitional year for the markets. As financial advisors meet with their clients at or around the beginning of the new year, they should be mindful of these...

Q3 2014 ETF Managed Portfolios Landscape Report Summary

Morningstar released an updated ETF Managed Portfolios Landscape Report for Third Quarter 2014 this month.  The iSectors Domestic Equity Allocation is the 13th best performer for past three-years period — out of 600+ strategies....

An interesting look at Post-MPT Growth performance numbers with risk/return triangles

Among the many ways we can look at the Post-MPT Growth performance numbers, you may find risk/return triangles interesting.  There are four triangles presented: Annual Rate of Return   Annual Rate of Return Minus...

iSectors Quarterly Summary – 3Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 3Q 2014 webinar presentation summary here… The iSectors Quarterly Summary – 3Q 2014 – 27 October 2014, 10:30 am CDT (US and Canada). iSectors’ Chuck Self...

Comments on Larry Siegel’s confronting the end of the bond Bull Market

by Chuck Self Knowing Larry Siegel for decades, I am always interested in his insightful analysis.  Currently, Siegel is the Director of Research at the CFA Institute Research Foundation.  I first met him at the...

Diversified allocation choices can truly help plan participants

iSectors Chief Investment Officer, Chuck Self, provides further insight regarding an article entitled, Fixing ERISA to Provide Sufficient Information (see below) which was featured in Investor Watchdog  on August 28, 2014. According to Chuck, if plan participants...

Choosing Investment Strategies That Will Repeat Positive Return Patterns In the Future

By Chuck Self In my previous post, “Providing the Correct Pattern of Returns for Your Clients,” we discussed how the financial turmoil and opportunities during the past seven years resulted in advisors’ clients abandoning...

Passive investing options are becoming more popular thanks to ETF market growth

By Chuck Self The investment into passive vehicles will continue to rise for the reasons cited in this article. The other trend is the investment of passive vehicles in an active manner. This allows...