07 / Investment Management

Sector allocation strategies

IOTA Investment Management LLC develops private investment strategies centered on sector allocation. Our algorithms evaluate market sectors and set how a portfolio is weighted across them.

• Sector-level view. The strategies work at the level of market sectors and decide how much weight each sector receives.
• Rules-based process. Allocation decisions come from defined algorithms, so the same inputs lead to the same decisions.
• Ongoing review. Models, data sources, and rules are reviewed and updated as markets and data change.

This section describes our approach only. It is not an offer to sell, or a solicitation of an offer to buy, any security or investment service. For questions about this work, email IOTA.LLC.Business.Inquiries@gmail.com.