Creating leveraged index funds for long-term investment

Φ-Funds™ (Phi-Funds™) provides technology to enable construction of leveraged index products that do not require re-indexing.   Our technology allows the creation of leveraged index products (including Exchange Traded Funds, Exchange Traded Notes, Mutual Funds, and Hedge Funds) that retain fidelity with their underlying indices for any length of time, regardless of market volatility.

This unique technology facilitates the creation of leveraged index products for buy-and-hold investors that retain an intuitive relationship with their underlying indices.  A leveraged index product based on Φ-Funds™ technology (including inverse leveraged funds) can be held in US-based retirement accounts.  This adds substantial flexibility to these accounts, allowing investors to bet against the market without having to go buy puts with their decaying time premiums.  And Φ-Funds™ can be constructed to never decline to zero (or below) which is the typical problem encountered with other approaches that avoid re-indexing.

Φ-Funds™ does not manage its own leveraged index products.  We license our technology to manufacturers of leveraged index products.