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For Advisors & Institutions

Eventide Target Risk Model Portfolios

These model portfolios are offered as a strategic asset allocation solution for investors who wish to align an entire portfolio with Eventide’s investment philosophy.

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Allocation Model Targets

pie chart showing 10% and 90% values

Defensive

  • 10% Equities
  • 90% Fixed Income
pie chart showing 40% and 60% values

Conservative Income

  • 40% Equities
  • 60% Fixed Income
pie chart showing 60% and 40% values

Income & Growth

  • 60% Equities
  • 40% Fixed Income
piece chart showing 80% and 20% values

Growth

  • 80% Equities
  • 20% Fixed Income
piece chart showing 95% and 5% values

Aggressive Growth

  • 95% Equities
  • 5% Fixed Income

Details on specific allocations

About the investment process

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Platform Availability

Our target risk model portfolios are available on the following platforms:

Nitrogen

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SMArtX

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Envestnet

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Asset Allocation Team

The strategic allocations of the models are constructed based on each portfolio’s return and risk objectives and the proprietary macro forecasts and research of Eventide’s Asset Allocation team.

Finny Kuruvilla, MD, PhD

Co-Chief Investment Officer, Senior Portfolio Manager, Managing Director, Founding Member

Dolores Bamford, CFA

Co-Chief Investment Officer, Senior Portfolio Manager

Chris Grogan, CFA

Portfolio Manager, Director of Asset Allocation Services

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