iSectors® Post-MPT: Improving the Application of Modern Portfolio Theory

By iSectors Chief Investment Officer, Chuck Self on August 18, 2016

This week, we revisit the seminal piece of research behind the new iSectors Post-MPT Growth ETF (PMPT).

At iSectors, we believe in the principals of Modern Portfolio Theory (MPT) which was published during the 1950s. Our new research, which also included research in Behavioral Finance, was termed Post-Modern Portfolio Theory. Post-Modern Portfolio Theory (Post-MPT) has pointed the way to applications and technologies that improve investment results and catapult the principles of MPT to a new level of effectiveness.

In an effort to improve the risk-adjusted returns for their investors, Vern Sumnicht and his team at iSectors, spent years working to apply the lessons learned from Post-MPT. This paper will continue to give advisors deeper insights into the model behind PMPT.

Read more about the Post-MPT Allocation strategy here: iSectors®, LLC Post-MPT Allocation: Improving the Application of Modern Portfolio Theory.

You should consider the fund’s investment objectives, risks, and charges and expenses carefully before investing. Contact Virtus ETF Solutions at 1-888-383-0553 or visit www.isectorsetfs.com to obtain the fund’s factsheet and prospectus, which contain this and other information about the fund.

Virtus ETF Advisers LLC serves as the investment adviser and iSectors, LLC serves as the investment sub-adviser to the Fund. The Fund is distributed by ETF Distributors LLC, an affiliate of Virtus ETF Advisers LLC.