Flexible Plan Investments, Ltd.’s Fusion Indexes make another new high
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Melissa Karas, Marketing Director
Flexible Plan Investments, Ltd.
(800) 347-3539, ext. 173
mkaras@flexibleplan.com
portal.flexibleplan.com

Flexible Plan Investments, Ltd.’s Fusion Indexes make another new high


Bloomfield Hills, MI – August 20, 2014 – Flexible Plan Investments, Ltd., a leading provider of dynamic, risk-managed investment solutions, recently launched the Fusion Indexes which continue to make new highs.

“We’re pleased to announce that not only has each of our six Fusion Indexes registered new all-time highs today, but our FPSTF Index also topped its all-time highest mark on Monday,” explains Jerry Wagner, Founder & President of Flexible Plan.

Based on the same Fusion methodology used in managed client accounts, the Fusion Indexes utilize a proprietary, quantitative algorithm designed to go beyond asset class diversification by dynamically allocating across multiple market indexes, multiple trading strategies and multiple investment managers. It then adjusts risk further among suitability profiles, creating a single, diversified portfolio that is superior to the sum of its parts. The FUSION process includes selecting the strategies and indexes, at least monthly reallocation, the addition of new strategies and indexes, and the removal of non-performing strategies.

The index history for Fusion can be found on some of the world’s top sources for market data, including CNBC (FPFA, FPFG, FPFB, FPFM, FPFC), Yahoo!, Bloomberg and Morningstar Direct. Launched in March, the Fusion Indexes are calculated by the New York Stock Exchange (NYSE).

Note: The Indexes may also have a different rebalancing periodicity from when the Fusion managed-account portfolios make changes to their respective allocations at the various custodians where Fusion is implemented. Also note that indexes do not incorporate management fees. Despite these differences, the Indexes may be used as an indicator of how the Fusion risk profiles are likely performing.

The STF Index was designed using the methodology of Self-adjusting Trend Following (STF), the managed account offered by Flexible Plan since 2009, and follows easily identifiable trends in the market seeking to generate gains with rule sets that attempt to take advantage of both up and down trends. STF is also available at CNBC (FPSTF), Yahoo!, Google, and Morningstar Direct.

For more information, refer to Flexible Plan’s weekly Market Hotline here.


About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. invests over $1.85 billion in assets for clients in its separately managed account business (as of 6/30/14). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association’s largest and oldest active money managers. The company’s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit portal.flexibleplan.com.

INDEX DISCLOSURE

This presentation is provided for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Flexible Plan Investments, Ltd. cannot guarantee the suitability or potential value of any particular index.

These results do NOT represent actual trading or client experience, and do not reflect the impact of decision making or economic or market factors experienced during actual management of funds. The actual return may be lower or higher than the performance quoted. Annual returns are compounded monthly. Performance between selected dates may be misleading as indicative of overall performance of an index.

The Fusion Indexes are provided by Flexible Plan Investments Ltd. (“FPI”) and calculated by the NYSE Group, Inc. The inception date of the Fusion Indexes is 1/1/1998. The Self Adjusting Trend Following (STF) Index is provided by Flexible Plan Investments Ltd. (“FPI”) and maintained currently at Morningstar. The inception date of the STF Index is 1/1/1998. The indexes are rules-based and are an illustration of mathematical principles embodied in the Fusion arithmetical formula that is applied to derive the index results. It does not predict or project the performance of an investment or investment strategy as one cannot invest directly in an index.

While FPI’s Fusion strategies are based on the Fusion Indexes, and the FPI STF strategy is based on the STF Index, the indexes reflect the theoretical performance an investor would have obtained had it invested in the manner shown and does not represent returns an investor actually attained, as investors cannot invest directly in an index. No representation is being made that any client will or is likely to achieve results similar to those presented herein.

Fusion is predicated on combining multiple, dynamically risk-managed strategies into a single portfolio which is designed to add an extra level of risk-reduction and return to navigate diverse market environments, black swans, and uncertainty. It considers three different factors in a proprietary (post-Modern Portfolio Theory) methodology consistently applied over the period shown to generate trading strategy exposure: 1) momentum or relative strength of each strategy; 2) volatility or risk of each strategy; and 3) correlation of each strategy to other strategies in a portfolio context.

The Fusion Indexes are constructed illustrating the historical allocated performance from various sources, including actual returns of FPI’s model account strategies, ETFs and open-end mutual funds (including long/short and/or leveraged funds). From January 1998 to December 2013, Fusion Index performance was calculated by FPI. Index calculations from January 2014 forward were performed by the NYSE Group, Inc. From January 1998 to December 2013, there have been no assets managed under the Index rules at FPI. The Fusion mathematical algorithm has been in use by FPI since February, 2013. FPI reserves the right to make enhancements to the Index methodology.

The Fusion Indexes and the STF Index contain no management or advisory fees, other than the internal fees and expenses reflected in the NAV of the mutual funds or ETFs used. A client account in a FPI offered Fusion strategy will incur advisory fees; additional fees may apply including transactions and trading costs determined by the Custodian of the account. These fees and costs will decrease the return experienced by a client. Individual client account results will vary from the Fusion Index returns. Current and prospective clients should not assume that future performance will be the same or profitable. Distributions have been reinvested. When provided, dividends are reinvested for indexes. In those cases where indexes do not provide dividend information, those returns would be understated. As individual tax rates vary, taxes have not been considered.

The FPI FusionSM Indexes (the “Indexes”) are calculated by NYSE Group, Inc. or its affiliates (“NYSE Group, Inc.”). The FPI Fusion Index strategies or managed accounts, which are based on the Indexes, are not issued, sponsored, endorsed, sold or promoted by NYSE Group, Inc., and NYSE Group, Inc. makes no representation regarding the advisability of investing in such product.

NYSE GROUP, INC. MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE FPI FUSION SM/® INDEXES OR ANY DATA INCLUDED THEREIN. IN NO EVENT SHALL NYSE GROUP, INC. HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES.

PAST RESULTS DO NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.

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