Handling faith-based client conversations and portfolio implementation can feel complicated. We're here to help. Since 2018, Eventide Target Risk Model Portfolios have served investors who wish to align an entire portfolio with Eventide's investment philosophy.
For Advisors & Institutions
Eventide Target Risk Model Portfolios
Strategic asset allocations of Eventide Strategies for faith-based investors.
Get notified with updated quarterly reporting, changes to allocations, and trade notifications.
Remove confusion. Speak with clarity and confidence to the faith-based investor.
Learn more about our Business 360® investment approach
Understand the processAllocation 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
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 Eventide’s portfolio construction process, investment manager and fund selection, and the team that is guiding this strategy.
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