CEO Laura Dagan Outlines Her Leadership Priorities

An Ignites interview with F-Squared CEO Laura Dagan
at Inside ETFs

Recently at F-Squared Investments

  • F-Squared Enters Into Partnership Agreement with SoHo Asset Management LLC

    ... continue reading

  • Risk-Managed Portfolios rather than Target Date Funds may offer investors better protection from effects of severe market decline

    ... continue reading

  • Are You Prepared for the Market’s Next Move?

    ... continue reading

  • AlphaSector Portfolio Construction

    ... continue reading


Important Information

The views expressed are from Laura Dagan as of January 27, 2015, and are subject to change based on market and other conditions.

Past performance is not indicative of future results. F-Squared defines the inception date for the AlphaSector Premium Strategy as October 2008, and managing advisory client assets in February 2009.

This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from F-Squared Investment Management, LLC or one of its subsidiaries (collectively, “F-Squared Investments” or “F-Squared”). F-Squared reserves the right at any time and without notice to cease publication of the information contained herein. This material has been prepared solely for informative purposes. The information contained herein includes information that has been obtained from third party sources and has not been independently verified. It is made available on an “as is” basis without warranty.

F-Squared Investments is not offering or rendering investment or financial planning advice through this material, which is limited to the dissemination of general information about the Adviser.

Risk Disclosure

No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

All investments include a risk of loss that clients should be prepared to bear. The principal risks of the F-Squared Strategies are disclosed in the publicly available Form ADV Part 2A.

ETFs trade like stocks, are subject to investment risk and will fluctuate in market value. The investment return and principal value of an investment will fluctuate in value, so that when shares are sold or redeemed, they may be worth more or less than when they were purchased. Although shares may be bought or sold on an exchange through any brokerage account, shares are not individually redeemable from the fund. Investors may acquire shares and tender them for redemption through the fund in large aggregations known as “creation units.” There can be no assurance that a liquid market will be maintained for ETF shares.

F-Squared Investments is an asset manager that provides investment indexes and strategies based on its AlphaSector® and Portfolio Replication Technology capabilities. The firm delivers investment solutions to help meet investors’ expectations and serves clients in the advisor, institutional, retail and retirement markets. As of December 31, 2014, F-Squared affiliated entities had over $24 billion in fee-generating assets.

For more information visit our website at