RiverShares™ Model Portfolios

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.

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