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

iSectors® Post-MPT Growth Allocation

The objective of the iSectors® Post-MPT Growth Allocation is to achieve market returns with lower downside risk over a complete market cycle. The portfolio manager objectively allocates and rebalances the portfolio (risk/return) monthly among up to 9 specific, low-correlated market sectors. The quantitative process is guided by monthly changes in two dozen economic and capital market factors. Portfolios may be invested up to 30% at any one time into any single asset class, with the exception of government bonds, to which the model may allocate up to 50%. iSectors® Post-MPT Growth Allocation is available for all types of accounts including: high net worth individuals, trusts, foundations, endowments, retirement plans, and IRAs.

iSectors® Post-MPT Moderate Allocation

The objective of the iSectors® Post-MPT Moderate Allocation is to achieve market returns with lower downside risk over a complete market cycle. The portfolio manager objectively allocates and rebalances the portfolio (risk/return) monthly among up to 9 specific, low-correlated market sectors. The quantitative process is guided by monthly changes in two dozen economic and capital market factors. Portfolios may be invested up to 30% at any one time into any single asset class, with the exception of government bonds, to which the model may allocate up to 50%. The iSectors® Post-MPT Moderate Allocation does not use borrowed money in its strategy and remains 100% invested at all times (subject to a 2% cash allocation for liquidity purposes).