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iSectors releases new Collective Investment Fund for defined contribution plans


Exchange-traded fund (ETF) strategist iSectors’ most popular ETF-based strategy, the Post-MPT Growth Allocation, is now available as a Collective Investment Fund (CIF) for tax-qualified employer-sponsored retirement plans.

Advisors can access the fund through major custodial platforms. The trustee of the fund is Alta Trust Company.
The objective of the iSectors Post-MPT Growth Allocation is to achieve investment returns that outperform the S&P 500 stock market index with lower downside risk over a complete market cycle. The portfolio manager allocates and rebalances the portfolio among nine specific, low-correlated asset classes. The mathematical process for the strategy is guided by a series of economic and capital market factors such as unemployment, capacity utilisation, money supply, inflation and interest rates.
The portfolio manager may invest up to 30 per cent of the fund into a single asset class at any given time with the exception of government bonds into which the manager may invest up to 50 per cent of the fund at any given time. In addition, the portfolio manager of the iSectors Post-MPT Growth Allocation may invest up to 33 per cent of the fund in leveraged ETFs.
“iSectors prides itself on helping advisors be more efficient and profitable in their practices while reducing costs for their clients, an objective that’s been at the core of the company’s philosophy since its inception,” says Vern Sumnicht, founder and CEO of iSectors. “iSectors serves investment advisors that are interested in outsourcing their investment management to an ETF investment strategist that creates and maintains ETF-based allocation models.”

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