Bringing you live news and features since 2006 

Tenth birthday balloon

iSectors Post-MPT Growth Allocation Model passes tenth anniversary


Exchange traded fund investment strategist iSectors is marking the 10-year anniversary of its flagship Post-Modern Portfolio Theory (MPT) Growth Allocation model. 

Additionally, iSectors’ 14 ETF managed portfolios now hold performance verification in accordance with the Global Investment Performance Standards (GIPS).

In 2005 iSectors founder and CEO Vern Sumnicht developed the iSectors Post-MPT Growth Allocation in response to client dissatisfaction with investment results achieved using traditional buy and hold applications of MPT. His studies of academic research conducted since the original publishing of MPT in the 1950’s laid the groundwork for the strategy’s enhanced application of MPT principles.

“iSectors Post-MPT Growth Allocation does not change the use of MPT, the principles that prudent professional advisors use to manage investment portfolios. The time-tested success of the model comes from applying the principles of MPT more effectively,” says Sumnicht.

With a decade-long performance history, iSectors Post-MPT Growth Allocation qualifies with less than 20 percent of ETF managed portfolios in the Morningstar universe.

The model can also be utilised in 401(k) plans on the Matrix and Mid Atlantic Trust custodial platforms in a separately managed account (SMA) structure. In addition, both defined benefit and defined contribution retirement plans can access the model as a collective investment trust on most custodial platforms (CUSIP No. 45032P101).

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by