F-Squared Investments is an innovative investment management firm providing groundbreaking solutions in terms of process, price and performance


We believe that by rethinking the investment process, from the construction of investment solutions through the means of delivering it, we can materially improve the investment result for clients while also substantially reducing the cost of investing.

F-Squared is pleased to announce the latest in our series of white papers:

WINNING BY NOT LOSING - THE HIDDEN POWER OF "DEFENSIVE ALLOCATION"details a statistical bias in the stock market that is both under-appreciated and under-utilized as a basis for investing.  That is unfortunate, because this bias has the potential of creating an odds-in-your-favor basis for investing.  "Defensive Allocation" is the approach to investing designed to exploit that market bias with the goal of reliably outperforming the market while systematically decreasing risk.  It goes counter to the prevailing buy-and-hold mantra, but is grounded in investment fact.  And it is certainly a timely message for the current market. 

ALPHASECTOR ROTATION STRATEGIES - DEFENSIVE ALLOCATION IN PRACTICE takes the concepts of the White Paper and shows how they apply to a live index track record (AlphaSector Rotation Index, ticket symbol ASRX) to show the potential value for investors. 

Please click on the links below to listen to a recording of the F-Squared conference call discussion on AlphaSector Rotation and Defensive Allocation with Howard Present, the CEO of F-Squared Investments.

Recording of AlphaSector conference call for institutions:

Recording of AlphaSector conference call for advisors:

For more information about AlphaSector Rotation strategies, please click on the appropriate link: Press ReleaseFact Sheet, or Active Index Solutions website, www.activeindexsolutions.com.