At RiverFront, we offer Fixed Income, Balanced and Equity Solutions for a range of investment objectives and risk tolerances. In the chart below, we show strategies we have defined to align with client investment needs from all fixed income to all equities, ranging from the most conservative at the top to the most aggressive at the bottom. The Balanced strategies and Global Growth, combine RiverFront’s strategic asset allocation process, which uses our Price Matters® mean reversion methodology, with shorter term tactical tilts within the portfolios as market conditions warrant. International Opportunities and Dynamic Fixed Income use our global macroeconomic analysis and quantitative modeling to create portfolios that are flexible and broad in both mandate and implementation.
Additionally, RiverFront has partnered with First Trust and ALPS to sub-advise international equity, domestic equity and fixed income ETFs that may be purchased individually or as part of the RiverShares models. For information about these:
The weightings shown are based on RiverFront’s Advantage Separately Managed Accounts (SMA) that can include individual securities as well as exchange-traded products (“ETPs,” including exchange-traded funds and exchange-traded notes). The weightings show above will, differ from other RiverFront portfolios with similar strategies, and other account types, for example, Unified Managed Accounts (UMA) and Model Delivery Platform (MDP) accounts. This variance will cause the different types of accounts to achieve different performance.
These materials include general information and have not been tailored for any specific recipient or recipients. Accordingly, these materials are not intended to cause RiverFront Investment Group, LLC or an affiliate to become a fiduciary within the meaning of Section 3(21)(A)(ii) of the Employee Retirement Income Security Act of 1974, as amended or Section 4975(e)(3)(B) of the Internal Revenue Code of 1986, as amended.
RiverFront is owned primarily by its employees through RiverFront Investment Holding Group, LLC, the holding company for RiverFront. Baird Financial Corporation (BFC) is also a minority owner of RiverFront Investment Holding Group, LLC and therefore an indirect owner of RiverFront. BFC is the parent company of Robert W. Baird & Co. Incorporated (“Baird”), a registered broker/dealer and investment adviser.
RiverFront's Price Matters® discipline compares inflation-adjusted current prices relative to their long-term trend to help identify extremes in valuation.
Mean reversion is the tendency of a variable, such as a stock price, to converge on an average value over time.