The RiverShares™ Global Balanced Constrained model composite is an actively managed strategy based on a 4-6 year time horizon and seeks a combination of income and growth for the portfolio through a balance of global equities and fixed income. Tactical portfolio strategies seek to provide additional protection from market volatility through short-term, momentum-based strategies. The portfolio will typically target an asset allocation of 40% equities, 60% fixed income, with the flexibility to shift by as much as 20% from the target allocation. The strategy utilizes multiple asset classes, including US and international (both developed and emerging markets). The product will invest in both 3rd-party ETFs as well as RiverFront affiliated ETFs.
All investments in securities, including this portfolio, include a risk of loss of principal (invested amount) and any profits that have not been realized. Performance of any investment is not guaranteed. Markets fluctuate substantially over time, and have experienced increased volatility in recent years due to global and domestic economic events. Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. In a rising interest rate environment, the value of fixed-income securities generally declines. Diversification does not guarantee a profit or protect against a loss. Investments in international and emerging markets securities include exposure to risks such as currency fluctuations, foreign taxes and regulations, and the potential for illiquid markets and political instability. As of October 3, 2022, the RiverShares Moderate Growth and Income Composite changed its name to the RiverShares Global Balanced Constrained Composite, includes 3rd party ETFs, and targets a 4-6 year time horizon. Prior to this date, the Composite only included actively managed ETFs sub-advised by RiverFront and targeted a 5-7 year time horizon. The Composite benchmark to this portfolio was also changed on this date from a blend consisting of 40% S&P 500 Index TR, 10% MSCI EAFE NR USD Index, 50% Bloomberg US Aggregate Bond Index TR to a blend of 40% MSCI ACWI NR and 60% Bloomberg US Aggregate Bond Index. Data provided below is based off of portfolio information dated prior to these changes. Please see disclosures for more information.