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:
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.
Advantage: These portfolios may be invested in stocks, bonds and exchange-traded products (exchange-traded funds (ETFs) and exchange-traded notes (ETNs)). Advantage is offered through separately managed accounts or on model delivery platforms, depending on the Sponsor Firm.
ETF Advantage: These portfolios differ from our Advantage portfolios in they only invest in exchange-traded products (ETFs and ETNs). ETF Advantage is offered through separately managed accounts or on model delivery platforms, depending on the Sponsor Firm.
Mutual Funds: RiverFront has partnered with ALPS, a DST Company, in offering three share classes (A, C & I) for all five of our strategies. Please visit alpsfunds.com for more information.
SMA: Separately Managed Accounts are traded by and at the discretion of RiverFront Investment Group.
MDP: Model Delivery Program. These models may differ from SMAs as they do not include individual bonds. MDP models are used for Unified Managed Accounts (UMAs) and for Single Managed Accounts at firms who trade the models themselves. Individual client holdings may differ from the model shown as RiverFront Investment Group does not have discretion, trading or otherwise, over these accounts.
SMA/MDP: These models contain the same securities for each strategy; however, SMAs are traded by and at the discretion of RiverFront Investment Group; wheras, for MDPs, RiverFront does not have discretion, trading or otherwise, over these accounts.
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.