The Dispatch

Manager Spotlight

iSectors

Catapulting the Principles of Modern Portfolio Theory

iSectors® is an independent investment strategist that provides advisors with a suite of proprietary exchange-traded fund (ETF) asset allocation models. iSectors strategies are rooted in a philosophy that asset allocation using passive indexes, rather than selecting individual securities or market timing, is more beneficial in helping investors reach their financial goals.

EQIS offers 15 iSectors models:

• iSectors Capital Preservation
• iSectors Domestic Equity
• iSectors Domestic Fixed Income
• iSectors Endowment
• iSectors Global Balanced
• iSectors Global Conservative
• iSectors Global Equity
• iSectors Global Fixed Income
• iSectors Global Growth
• iSectors Inflation Protection
• iSectors Liquid Alternatives
• iSectors Post-MPT Growth
• iSectors Post-MPT Moderate
• iSectors Precious Metals
• iSectors Tactical Global Balanced

iSectors Post-MPT Allocation Models

Following are details on the popular Post-MPT asset allocation models, which are available standalone and currently are sleeves in some EQIS UMA Models.

• Objectively allocate and rebalance in up to 9 historically low-correlated asset classes
• Guided by a mathematical model incorporating more than a dozen economic and capital market factors
• May invest up to 30% into any single asset class, with the exception of government bonds, which may reach 50%
• 100% invested at all times

iSectors Post-MPT Moderate Allocation Model

The objective of iSectors Post-MPT Moderate Allocation is to achieve investment returns that outperform a 60/40 stock/bond index with lower downside risk over a complete market cycle.

iSectors Post-MPT Growth Allocation Model

The objective of iSectors Post-MPT Growth Allocation is to achieve investment returns that outperform the S&P 500 Index with lower downside risk over a complete market cycle.

Source: iSectors

If you would like to deploy these strategies, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.

This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.

Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.

The representations and opinions herein are the opinions and views of iSectors and are not the opinions or views of EQIS. The information is believed to be reliable but is neither guaranteed by EQIS nor any of its affiliates. EQIS and iSectors are not affiliated.

In This Issue:

• State of the Markets   |   Effective Inflation Hedges in Today's Markets
• Q2 Webinar   |   Last Chance to Join Our Exclusive Webinar
• Manager Spotlight   |   iSectors
• Your EQIS Team   |   Meet Henry Kuo
• Best Practices   |   Reverse Time-Blocking

See The Dispatch Archive

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