Bringing you live news and features since 2006 

Flexible Plan Investments launches new STF mutual fund

RELATED TOPICS​

Flexible Plan Investments has launched a new mutual fund based on its Self-adjusting Trend Following (STF) separately managed account strategy – The Quantified STF Fund (QSTFX).

The Quantified STF Fund joins a suite of four other Quantified mutual funds, which are derived from successful separately managed account strategies advised by Flexible Plan.
 
The fund will follow easily identifiable market trends, with a proprietary rule set that seeks to take advantage of both up or down market trends. Flexible Plan uses the STF strategy to allocate Fund assets among long and short equity-related investments and long fixed income–related investments. Because the market risk exposure of the STF strategy is solely based on the price action of the NASDAQ 100 Index, the STF strategy aims to outperform the NASDAQ 100 Index over the long term with less downside risk. 
 
"STF has been one of our most popular alternative investment strategies among our separately managed accounts. The Fund will allow us to implement the disciplined methodology with potentially lower cost investments, while deriving income from a substantial, relatively short-term, bond portfolio," says Jerry Wagner, founder & president of Flexible Plan and one of the Fund's portfolio managers.
 
Flexible Plan Investments, Ltd, and Advisors Preferred, serve as subadvisor and advisor to the Fund, respectively. Dr Z George Yang, co-chief investment officer & senior portfolio manager at Flexible Plan, is the Fund's portfolio manager together with Wagner.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
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