Eventide Model Portfolios Inside Riskalyze

If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Eventide models, drop them right into your account, and make them your own with just a few clicks.

FEATURED IN THE AWARD-WINNING PARTNER STORE

Riskalyze’s Partner Store gives tens of thousands of advisors access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.

GET ALERTS WHEN STRATEGIES ARE UPDATED

Whenever Eventide updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.

REBRAND MODELS AND MAKE THEM YOUR OWN

Model subscriptions are designed to let your brand shine. Whether you’re directly following Eventide strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business.

Eventide Model Portfolios:

Seeks to provide long-term capital appreciation.

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. The Asset Allocation Team seeks to identify asset allocations that meet the portfolios’ return and risk objectives as efficiently as possible while investing exclusively in mutual funds offered by Eventide. The strategic allocations of the models are constructed based on the proprietary macro forecasts and research of Eventide’s portfolio management team. The portfolios are evaluated regularly and rebalanced quarterly to keep allocations aligned with target weights.

Investing That Makes the World Rejoice®

Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performing investments that we believe create compelling value for the global common good. We believe high-quality companies that excel at creating value for others and trade at a discount to intrinsic value offer superior long-term risk-adjusted returns.

Want to Unlock the Power of Trading Automation?

That’s where Riskalyze Trading comes in.

When you unlock Trading Automation, you can seamlessly take strategies from discovery, to decisions, to trade execution, and keep everything on track.

Talk With a Specialist

“Riskalyze helped me save a $650,000 client, and connect with them on a whole new level.”

GEORGE, ADVISOR IN CALIFORNIA

“Riskalyze is client suitability and ethical practices defined.”

DAVID, ADVISOR IN CALIFORNIA

See Eventide Strategies Modeled in Riskalyze

Eventide Asset Management, LLC (Eventide) is an investment adviser and monitors, retains, and may produce, the contents of electronic communications such as email to third parties including regulatory authorities, consistent with applicable laws. This email and its attachments are intended solely for the use of the intended recipient(s) and may contain information that is privileged, confidential, proprietary, or otherwise protected. If you are not an intended recipient, please notify the sender, delete and destroy all copies and attachments, and be advised that any review or dissemination of, or taking any action in reliance on, the contents in this communication is prohibited. Eventide does not represent that the transmission and content of this email is secure or free of errors or viruses. Eventide does not provide personalized investment advice based on the particular circumstances of individual investors. Eventide does not provide tax, accounting, or legal advice, and investors should consult with their tax, accounting, legal, and/or financial advisers before investing. Investing involves the risk of loss, including the possible loss of all amounts invested.

Important Risk Information

This communication is provided for informational purposes only and may express views of Eventide. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide’s values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360® approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Third-Party Information

The information contained in any link not associated with Eventide is being distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained at a certain date from sources believed to be reliable, but accuracy is not guaranteed. Third-party materials contained herein is not meant to represent the views or opinions of Eventide.

Riskalyze Disclaimer:

© 2022 Riskalyze, Inc. All Rights Reserved. Riskalyze and Risk Number are trademarks of Riskalyze, Inc. Riskalyze, Inc. is not a registered investment advisor or broker-dealer, does not make investment recommendations, nor facilitate the purchase or sale of securities. Advisors, firms, their custodians and/or broker dealers, agents or administrative assistants using Riskalyze technology certify that they hold the proper licenses and registrations to transact with and/or render advice to their clients.