iSectors Blog: ETF


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...

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....

ETFs and index funds certainly are winning the war for your money

The following was posted on ETF Network Group on LinkedIn by Deborah Fuhr  Managing Partner, ETFGI, global ETF, ETP research and consulting. How ETFs and index funds are winning the war for your money – MarketWatch...

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...

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...

iSectors featured in this week’s Morningstar ETF Managed Portfolio Landscape

    iSectors rankings in the second quarter 2014 Morningstar ETF Managed Portfolio Landscape: P. 24 – Liquid Alternatives is the #1 strategy for 5 years in the Global Alternatives category P. 35 – Post...

Finding Appropriate Investment Strategies for Client Portfolios

By Chuck Self – CIO/COO, iSectors® LLC Financial advisors (FAs) utilizing outsourced investment management processes face a significant number of choices.  Recently, there were 675 exchange-traded fund (ETF) investment strategists in Morningstar’s database.  How does...

Have You Reviewed Your ETF Strategist Recently?

iSectors® Post-MPT Growth Allocation Featured in Barron’s on August 2, 2014 In the article, the Barron’s columnist, Brendan Conway, discusses the growing use of ETF strategist models by advisors to meet their clients’ goals....

More insight on rising mutual fund tax bills…

Many advisors aren’t aware that the pass thru capital gains distributions of actively managed mutual funds are not included as part of the funds expense ratios. In addition to this, the trading fees inside...

The iSectors Quarterly Summary – 2Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 2Q 2014 presentation summary here… iSectors’ CEO, Vern Sumnicht, commented:  ” … great results especially iSectors Post-MPT Growth Allocation...