iSectors^®offers a comprehensive range of 21 ETF-based asset allocation models. This extensive selection has been created by advisors for advisors to offer an array of tools necessary to develop investment solutions to help meet the unique and varying risk/return objectives for their clients. The iSectors allocation models described below can be implemented in both separately managed and unified managed accounts for individuals and institutional qualified and non-qualified accounts, as well as trusts and endowments.

1. iSectors^® Domestic Allocation Series – This series of three strategic asset allocation models offers low-cost, domestic allocations based on Modern Portfolio Theory (MPT). These allocation models are constructed using domestic equity and fixed income ETFs. (more info)

2. iSectors^® Institutional Allocation Series - Five strategic MPT-based models, with consideration given to resampling, Monte Carlo and Black Litterman. These allocation models are more sophisticated than the Domestic allocations. They are typical of ERISA and other institutional class allocations offering portfolios diversified among domestic, international, and emerging market equities, as well as international and emerging market bonds, high-yield bonds, and REIT ETFs. (more info)

3. iSectors^® Endowment Allocation Series – This series of allocation models is based upon the investment methodologies of prominent U.S. university endowment funds. This series consists of 5 strategic models, from conservative through aggressive, each of which features a proprietary allocation of liquid alternative assets. In addition, the Endowment allocation models contain domestic, international and emerging market equities, domestic, international and emerging market bonds, high-yield bonds and REITs. The iSectors Endowment Allocation models offer advisors and their clients diversified, all-weather portfolios in an effort to increase risk-adjusted returns. (more info)

4. iSectors^® Post-MPT Series - Two dynamic models that adapt to changing market conditions as they occur.  iSectors designed the Post-MPT Allocation models to help investors become more proactive in an ever-changing environment. The models utilize a more robust algorithm that evaluates real-world factors that influence the performance of major asset classes and then adjusts the portfolio accordingly.  The result is the potential for increased returns with lower drawdowns (potential losses). The Post-MPT Allocations are iSectors’ flagship allocation models. (more info)

5. iSectors^® Liquid Alternatives Allocation - This single strategic model offers a diversified and transparent portfolio of hedge strategies, private equity and real assets. Unlike typical alternative investments that assess high fees, require substantial minimums, and lockup periods that make them illiquid, the liquid alternative investments in this model assess no performance fees, are available to unaccredited investors, and they offer daily pricing and liquidity. This model is not intended as a stand-alone, but rather is designed to be used as a portion of an investor’s overall portfolio. (more info)

6. iSectors^® Tactical Series – Two unique, momentum-based models that utilize proprietary, objective algorithms to systematically allocate and rebalance the portfolios. Tactical International will allocate to only international ETFs, while Tactical Global allocates among 7 specific ETFs or ETNs representing very broad asset classes.  The iSectors Tactical Series of allocations are unique in that, unlike other iSectors models, they do not always remain fully invested.  When these models detect prevailing trends that suggest investors may be better served in cash, each of these models has the ability to rotate to cash. (more info)

7. iSectors^® Inflation Protection Allocation - This strategic model includes inflation-protected bonds, precious metals, commodities and other real asset-based ETFs, ETNs, MLPs and/or mutual funds intended to provide investors with a hedge against inflation. (more info - PDF)
   

8. iSectors^® Capital Preservation Allocation - This allocation holds a portfolio of high-quality AAA, short-duration bonds. The portfolio includes short-term Treasury Inflation Protected security ETFs, short and medium term bond ETFs and cash. This allocation model does not guarantee principal. The objective is to take a little more risk than a money market fund, in an effort to provide greater return potential than can be provided by money market funds or cash. (more info - PDF)

9. iSectors^® Precious Metals Allocation - This strategic model holds a diversified portfolio of precious metals bullion ETFs, including gold, silver, platinum & palladium, intended for investors seeking protection from inflation, currency devaluation, or to profit from rising demand for precious metals. (more info - PDF)

In addition, iSectors has available a custom module from which advisors can create custom portfolios to meet the unique needs of advisors and their investors.