The AAII Houston Chapter presents...
"Strategies Tracking the AlphaSector Series of Indexes "
Discussed by:
Jason Morton and Dennis Follmer
Managing Director, Shamrock Asset Management and Senior Vice President, F-Squared Investments
The AlphaSector Premium index, managed by F-Squared Investments, has built a powerful long-term track record by utilizing a unique investment approach that seeks to avoid losses. This novel approach to the market has resulted in a rare double benefit: repeatable outperformance coupled with structurally lower market risk. Since its inception in April 2001, the index has outperformed the S&P 500 308% to 55% (outperformance of 6.1% per annum), with a relative standard deviation 34% less than the S&P 500. F-Squared’s AlphaSector Premium index is an “active index” constructed from exchange-traded funds (ETFs) that track the primary sectors of the S&P 500 plus a short-term Treasury ETF.
| Attend This Meeting and Learn... |
 | Details on how the AlphaSector index is constructed and tactical asset allocation decisions are made |
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| How this active index performance compares to more conventional indexes
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Focus Presentation
Book Report on “The 7 Most Important Equations for Your Retirement”
The Judeo-Christian world has its 10 commandments. Newton has his three laws of motion. And now retirement has its seven equations. Actually, the world of retirement has had these equations for a while, in some cases for hundreds of years. But Moshe Milevsky, a York University professor, has put all these equations into one readable and highly accessible book, “The 7 Most Important Equations for Your Retirement.”
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