Balanced Model Strategy example
Equity
Alternatives
Fixed income
18%
18%
20%
56%
5%
39%
3%
2%
5%
7%
11%
5%
5%
3%
3%
39% passive
61% active
RI Global Infrastructure ETF
RI Emerging Markets Equity ETF
RI International Developed Equity ETF
RI Global Equity ETF
RI U.S. Small Cap Equity ETF
Active-Passive Model Strategies
The above target allocations were effective June 10, 2025