iSectors Blog: ETF


How Post-Modern Portfolio Theory Came to Be

We’ve spent most of our time talking about iSectors Post-MPT Growth Allocation—since we recently celebrated its 10 year anniversary of live performance results last month (February 2005-2015). It should be known that iSectors isn’t...

Attractive Equity and Balanced Alternatives

Given the volatility in the markets over the last ten years, it has been difficult to find strategies that performed consistently well on an absolute and risk-adjusted basis. There were many equity-benchmarked investments that performed...

ETF Strategist industry is still in a good position to bounce back in 2015

Recently ETF.com published an article entitled Don’t Fret About ETF Strategist Slowdown (I’ve included the text below). While we agree that the slowdown in the ETF Strategist space is most definitely not something to “fret”...

No Modern Portfolio Theory is definitely NOT dead

A note from Vern Sumnicht… The piece I wrote back in 2009 was more or less a knee-jerk response to an article titled, “Modern Portfolio Theory is Dead.” The point was to simply ask...

iSectors Quarterly Summary – 4Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 4Q 2014 webinar presentation summary here… The iSectors Quarterly Summary – 4Q 2014 – 21 January 2015, 3:15 pm CDT (US...

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...