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RiverShares™ Model Portfolios
RiverShares™ Model Portfolios are portfolios that invest solely in RiverFront ETFs or in a combination of RiverFront ETFs, and 3rd party ETFs. The model portfolios are managed using RiverFront asset allocation, security selection, and risk management process. These models are constructed based on a variety of mandates ranging from risk tolerance, time horizon, and desired investor outcomes.
All investments in securities, including the RiverShares Model Portfolios, include a risk of loss of principal (invested amount) and any profits that have not been realized. Markets fluctuate substantially over time, and have experienced increased volatility in recent years due to global and domestic economic events. Performance of any investment is not guaranteed. 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.
Resources
Click on tabs below to view our solutions by Investor Outcomes
Balanced Solutions
RiverShares™ Global Balanced Constrained / RSGBC
Investment Objective
Seeks a combination of income and growth of capital for the portfolio through a balance of global equites and fixed income. RiverShares portfolios are comprised of both 3rd-party ETFs and actively managed ETFs that are sub-advised by RiverFront.
Implementation: Advantage
ETFs
Benchmark
40% MSCI ACWI NR
60% Bloomberg US Aggregate Bond Index TR
Time Horizon
4-6 years
RiverShares™ Global Balanced / RSGB
Investment Objective
Seeks to implement an investment strategy with a general preference for equities over fixed income securities in order to provide the opportunity for capital appreciation and income growth to the portfolio over time. RiverShares portfolios are comprised of both 3rd-party ETFs and actively managed ETFs that are sub-advised by RiverFront.
Implementation: Advantage
ETFs
Benchmark
60% MSCI All Country World Index NR
40% Bloomberg US Aggregate Bond Index TR
Time Horizon
6-8 years
RiverShares™ Global Balanced Opportunistic / RSMGI
Investment Objective
Seeks to implement an investment strategy concentrated in equities in order to provide opportunity for capital appreciation and income growth to the portfolio over time. RiverShares portfolios are comprised of both 3rd-party ETFs and actively managed ETFs that are sub-advised by RiverFront.
Implementation: Advantage
ETFs
Benchmark
80% MSCI ACWI NR
20% Bloomberg US Aggregate Bond Index TR
Time Horizon
8-10 Years
RiverShares™ Moderate Tactical Income / RSMTI
Investment Objective
Seeks to provide total return primarily through investments in exchange traded funds that seek income including equity securities, equity income securities, alternatives, master limited partnerships, real estate investment trusts, fixed income instruments (including high yield) and other income producing assets.
Implementation: Advantage
ETFs
Benchmark
40% S&P 500 High Dividend Index
60% Bloomberg US Aggregate Bond Index
RiverShares™ Conservative Income Builder / RSCIB
Investment Objective
Seeks to provide income and growth consistent with a conservative level of risk.
Implementation: Advantage
RiverShares Eligible ETFs
Benchmark
30% S&P 500 Index TR
70% Bloomberg US Aggregate Bond Index TR
Time Horizon
3-5 years
RiverShares™ Global Allocation / RSGA
Investment Objective
Seeks to provide high long-term total return.
Implementation: Advantage
RiverShares Eligible ETFs
Benchmark
80% MSCI All Country World Index NR
20% Bloomberg US Aggregate Bond Index TR
Time Horizon
7-10 years
Equity Solutions
RiverShares™ Global Growth / RSGG
Investment Objective
Seeks to provide long-term growth of capital.
Implementation: Advantage
RiverShares Eligible ETFs
Benchmark
100% MSCI All Country World Index NR
Time Horizon
10+ Years
RiverShares International Opportunities / RSIO
Investment Objective
Seeks to provide long-term growth of capital in non-US equity markets.
Implementation: Advantage
RiverShares Eligible ETFs
Benchmark
100% MSCI All Country World Index ex US NR
Time Horizon
10+ Years