Flexible Plan Investments Unveils FlexDirex: A New Era in ETF Strategies
Two new dynamically risk-managed ETF strategies designed to assist financial advisers in navigating high-volatility markets.
Flexible Plan Investments Ltd. (FPI), a premier provider of dynamic and risk-managed investment solutions, has launched FlexDirex, a groundbreaking suite of single-stock ETF strategies, making its mark in the financial landscape. This innovative platform features two actively managed ETF strategies, Tech Plus and Focused Core, aimed at equipping financial advisers with essential tools for constructing both high-growth and diversified portfolios.
The FlexDirex strategies utilize Direxion leveraged and inverse single-stock ETFs, which aim to achieve daily leveraged or inverse exposure to specific underlying securities. Known for their tactical ETF offerings, Direxion stands as a leader in this sector, providing advisers with the resources necessary for strategic decision-making.
According to Jerry Wagner, president and chief investment officer of Flexible Plan Investments, "FlexDirex signifies a monumental advancement in the realm of ETFs. By merging our sophisticated risk management approach with single-stock exposure, we empower financial advisers to help clients seize market opportunities while effectively managing risks in turbulent times."
Ed Egilinsky, global head of sales at Direxion, emphasized the value of their collaboration, stating, "Our leveraged and inverse single-stock ETFs have gained immense popularity since their inception, and we are pleased that FPI is leveraging these exclusive tools within the newly launched strategies."
Key Features of the FlexDirex Strategies
Tech Plus stands out as a robust strategy that invests in rapidly developing single-stock ETFs within the technology domain. Engineering returns from both rising and falling stocks, this approach applies FPI's 44 years of tactical experience alongside its proprietary Targeted Volatility Analysis (TVA) tool. Balancing equity exposure with short-term bond ETFs, Tech Plus is designed to adjust risk dynamically during potential market downturns, specifically targeting the volatility level of the Nasdaq 100 index. Its design caters to investors comfortable with higher volatility, aiming for aggressive growth.
Focused Core, on the other hand, offers a diversified strategy that actively manages a growth portfolio of single-stock ETFs from various sectors. This strategy capitalizes on both positive and negative movements in its core holdings through systematic adjustments using the TVA tool. With a focus on managing risk relative to S&P 500 volatility, the Focused Core strategy seeks to provide steady growth while minimizing volatility for its investors.
Reasons to Opt for FlexDirex
- First-to-market innovation: FlexDirex emerges as the sole collection of actively managed single-stock ETF separately managed account (SMA) strategies available in the market.
- Select momentum-based portfolios: These strategies draw from a diverse range of over 40 single-stock ETFs from Direxion, capturing the essence of some of America's most dynamic enterprises.
- Expertise in tactical ETF management: FPI boasts decades of experience in quantitative management, having incorporated ETFs into its dynamic strategies since 2004.
- Targeted volatility management: Each strategy aligns its approach with the volatility profiles of either the Nasdaq 100 or the S&P 500, ensuring tailored risk management.
- Strategies focused on advisers: These solutions are specifically designed to help advisers distinguish their client portfolios from their competitors.
FlexDirex empowers financial advisers to harness tactical risk-management tools and specific single-stock exposures, offering adaptability amid bullish or bearish market conditions.
To explore the risks and rewards associated with the FlexDirex ETF strategies, interested parties should visit Flexible Plan Investments for comprehensive insights.
About Flexible Plan Investments
Founded in 1981, Flexible Plan Investments Ltd. (FPI) manages over $1.3 billion in assets within its separately managed account business. FPI is committed to preserving and enhancing wealth through sophisticated risk management. As a turnkey asset management program (TAMP), advisers can access and integrate various risk-managed strategies within a unified account. FPI's fee-based separately managed accounts provide diversified portfolios encompassing equity, debt, and alternative asset classes across different platforms. Their OnTarget Investing tool enables realistic benchmarks for clients, facilitating measurable progress.
About Direxion
Since its founding in 1997, Direxion has empowered conviction-driven investors with purpose-built ETF solutions, serving a diverse investment community. The company focuses on creating products that articulate market perspectives and help investors manage exposure to risks proficiently. As of recent assessments, Direxion manages approximately $57.4 billion in assets.
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Melissa Karas
Chief Marketing Officer
For further inquiries regarding Flexible Plan Investments or their innovative strategies, please reach out to the contact listed above.
Frequently Asked Questions
What is FlexDirex?
FlexDirex is an innovative suite of first-to-market single-stock ETF strategies launched by Flexible Plan Investments to assist financial advisers in managing high-volatility markets.
What are the key strategies within FlexDirex?
The key strategies are Tech Plus, focused on high-growth technology stocks, and Focused Core, which targets diversified portfolios across multiple sectors.
How does Tech Plus manage risk?
Tech Plus utilizes FPI's Targeted Volatility Analysis tool to adjust risk dynamically during market declines, targeting the volatility of the Nasdaq 100 index.
Who can benefit from Focused Core?
Focused Core targets investors seeking steady growth with controlled volatility, making it suitable for those looking for balanced portfolio management.
Why choose Flexible Plan Investments?
FPI has decades of experience in quantitative management and offers unique ETF strategies designed to enhance portfolio differentiation for financial advisers.
