The RiverShares™ Global Balanced Opportunistic model composite is an actively managed strategy that is designed for a 8-10 year time horizon and seeks to implement an investment strategy concentrated in equities in order to provide the opportunity for capital appreciation and income growth to the portfolio over time. The portfolio will typically target an asset allocation of 80% equities, 20% fixed income, with the flexibility to shift by as much as 20% from the target allocation. The strategy includes multiple asset classes, including US and international (both developed and emerging market). 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 Dynamic Equity Income Composite changed its name to the RiverShares Global Balanced Opportunistic Composite, includes 3rd party ETFs, and targets an 8-10 year time horizon. Prior to this date, the Composite only included actively managed ETFs sub-advised by RiverFront and targeted a 7-10 year time horizon. The Composite benchmark to this portfolio was also changed on this date from a blend consisting of 70% MSCI ACWI NR and 30% Bloomberg US Aggregate Bond Index to a blend of 80% MSCI ACWI NR and 20% 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.
Stocks are the preferred way to accumulate wealth for investors with a 8-10 year plus investment horizon, in our view. With a benchmark allocation of 80% stocks and 20% bonds, we believe RiverShares™ Global Balanced Opportunistic portfolio is a slightly more conservative way to accumulate wealth than an all equity portfolio. That said, it gives RiverFront some flexibility to increase and decrease weightings based on our strategic and tactical views.