Firm unveils IGS RiskScore™, an active fund management
solution that signals risk-on/risk-off asset allocation for portfolio
managers; Announces relationship with Investors Capital Corporation
WELLESLEY, Mass.--(BUSINESS WIRE)--
Investment Guidance Solutions LLC (IGS), a provider of portfolio
construction solutions, today announced the launch of custom-built
dynamic solutions for mutual fund fund-of-funds (FOFs), including the
availability of IGS RiskScore™, a tailor-made risk management tool for
driving dynamic asset allocation among mutual fund FOFs.
IGS’ suite of customized solutions allows portfolio managers to
dynamically shift asset allocations to improve fund performance by
allowing for greater principal protection in down markets and
participation in up markets. These tools are especially relevant for
lifecycle funds, such as target date funds and other mutual fund FOFs,
because rather than employing a one-size-fits-all approach, they react
dynamically to market conditions and do not base asset allocation solely
Based on the proprietary technology of Newfound Research LLC, IGS
RiskScore can be customized to address the specific needs of clients.
The tool assigns the company’s flagship IGSignalsTM “buy” and
“sell” values for dynamic asset allocation to specific funds or asset
classes to support the development of new products or to enhance
existing products of its clients.
IGS also announced an agreement to license its new IGS RiskScore
offering, as well as IGSignals, to independent broker/dealer and
investment advisory firm, Investors Capital Corporation, for dynamic
asset allocation within its wrap fee portfolios.
“The launch of the IGS RiskScore is the next big step in our ongoing
commitment to helping investors better secure their financial future,”
said Phil Lussier, co-founder and CEO of Investment Guidance Solutions.
“We are excited to partner with firms such as Investors Capital to help
enable dynamic asset allocation within their product suite and provide
portfolio managers with the critical data metrics they need to make
informed investment decisions using repeatable tools.”
“There is a need for dynamic solutions that allow our fund managers to
actively assess fund allocation and make adjustments to portfolios that
enable risk management and improve overall performance,” said Bart Liro,
Manager of Advisory Services of Investors Capital Corporation. “IGS
RiskScore and IGSignals give us the tools and data necessary to
construct portfolios that reduce exposure to downside risk and deliver
participation in up markets.”
First introduced by IGS in January 2012, IGSignals is a reactive,
quantitative tool that allows portfolio managers to drive dynamic asset
allocation and portfolio construction by reducing mutual fund investment
risk. The tool provides buy or sell signals based on whether it is
better to be invested in a specific fund or in cash. A “buy” signal
indicates that the fund is likely to outperform cash and a “sell” signal
indicates that it is likely to underperform cash.
For more information on Investment Guidance Solutions (IGS) and IGS
RiskScore or IGSignals, please visit www.igsignal.com.
About Investors Capital Holdings, Ltd.
Investors Capital Holdings, Ltd. (NYSE Amex:ICH) of Lynnfield,
Massachusetts is a diversified financial services holding company that
operates primarily through its independent broker/dealer and investment
advisor subsidiary, Investors Capital Corporation (ICC). Our mission is
to provide premier, 5-star service and support to our valued registered
representatives, including advisory programs, strategic practice
management and marketing services, and focused technology, to help them
grow their businesses and exceed their clients' expectations. Business
units include Investors Capital Corporation, ICC Insurance Agency, Inc.,
and Investors Capital Holdings Securities Corporation. For more
information, please call (800) 949-1422 x4814 or visit www.investorscapital.com.
About Investment Guidance Solutions LLC
Investment Guidance Solutions LLC (IGS), a financial technology firm
providing solutions for mutual fund fund-of-fund portfolio managers, was
formed in 2011. The company uses proprietary technology from Newfound
Research LLC (www.newfoundresearch.com)
to protect against downside risk associated with mutual funds.
Specifically, IGS offers a tool called IGSignals™ that enables asset
managers, financial advisors and investors to avoid down markets by
signaling whether it is better to be invested in specific funds or in
cash. For more information, please visit www.igsignal.com.
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illustrative purposes. These materials are made available on an "as is",
without representation or warranty basis. The information contained in
these materials has been obtained from sources that Investment Guidance
Solutions LLC believes to be reliable, but accuracy and completeness are
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Source: Investment Guidance Solutions