Your clients are looking to you to invest their money with excellence and conviction. But between managing relationships and the demands of running your practice, dedicating time to fund selection can be challenging. Eventide’s Multi-Manager Portfolio Solutions are crafted for financial intermediaries seeking a faith-based investment approach built with a blend of investment managers, so you can spend time on what matters most—your clients.
FOR ADVISORS & INSTITUTIONS
Eventide Multi-Manager Portfolio Solutions
Strategic asset allocations utilizing multiple managers.
Get notified with updated quarterly reporting, changes to allocations, and trade notifications.
Your very own faith-based CIO model subscription, with no strategist fee.
Allocation Model Targets
Find a model for your client's investment needs that upholds their convictions.
Conservative
16% US Equities
80% Fixed Income
4% Foreign Equities
Moderately Conservative
32% US Equities
60% Fixed Income
8% Foreign Equities
Moderate
48% US Equities
40% Fixed Income
12% Foreign Equities
Growth
64% US Equities
20% Fixed Income
16% Foreign Equities
Aggressive
76% US Equities
5% Fixed Income
19% Foreign Equities
Eventide’s Asset Allocation Team (“AAT”) is comprised of the Firm’s Co-CIOs and the Director of Asset Allocation Services and is responsible for supervising the MMPS services. AAT has day-to-day investment management responsibility for MMPS services, including. Research and implementation by the Director of Asset Allocation Services to implement allocation frameworks and methodologies, assess third-party managers and products, and construct MMPS portfolios with oversight by the Co-CIOs. The Director of Asset Allocation Services is supported by members of Eventide’s Investment Consulting Group, the Compliance Team, and the Business 360Ⓡ Team as applicable.
Details on specific allocations
Explore the composition of funds for well-rounded asset allocations, compare trailing returns, and learn how Eventide differentiates investments for a variety of risk and return profiles.
About the investment process
Understand the multi-manager portfolio construction process, investment manager and fund selection, and the team that is guiding this strategy.
Explore custom model solutions
Bespoke model portfolios are tailored to consider risk appetite, portfolio goals, tax status, and more. Includes enhanced portfolio consultant and marketing services. Contact your Regional Director to learn more.
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Receive email updates on Eventide’s Portfolio Solutions, including quarterly reporting and trade notifications regarding changes to allocations.