Equitable Investment Management presents
Managed Portfolio Strategies
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Our model portfolios are designed to serve as a comprehensive investment strategy.
Equitable Investment Management offers 12 model portfolio strategies with diverse structures and risk profiles. Each model portfolio is overseen by EIM’s investment services team and is made up of a diversified selection of underlying mutual funds and exchange-traded funds.
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Clients can choose one of the 12 Managed Portfolio Strategies that matches their risk tolerance. Developed by the team of experienced investment professionals at Equitable Investment Management Group, LLC (EIM), each Managed Portfolio Strategy provides a risk-based asset allocation model through LPL Financial’s Model Wealth Portfolios (MWP) program. Choosing one of these Managed Portfolio Strategies may give clients the comfort of knowing their investments are diversified and managed by experienced professionals.1
1 Investment diversification is a tool that positions assets among major investment categories in an effort to manage risk and enhance return potential, but it does not guarantee a profit or protection against investment loss.
Dynamic Mutual Fund and ETF Series
These investment options are appropriate for the investor seeking portfolio management with extended diversification of U.S. equities, international equities and U.S. bonds with a tactical momentum overlay and volatility mitigation and more frequent opportunistic reallocations.
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Once your clients decide how long they’d like to invest and how much risk they’re comfortable taking, select the Managed Portfolio Strategy that best fits their needs.
Conservative
Conservative growth
Moderate growth
Moderate growth plus alternatives
Growth
Aggressive growth
Strategic Mutual Fund only Series
These investment options are appropriate for the investor seeking portfolio management and a core investment diversified into U.S. equities, international equities and global bonds with a strategic asset allocation designed to capture long-term returns.
Learn more through our investment resources:
Once your clients decide how long they’d like to invest and how much risk they’re comfortable taking, select the Managed Portfolio Strategy that best fits their needs.
Strategic conservative
Strategic conservative growth
Strategic moderate growth
Strategic growth
Strategic growth plus alternatives
Strategic aggressive growth
Investment management backed by a financial powerhouse
For over two decades, EIM has offered investors portfolio management within innovative investment strategies and leadership through a lineup of variable insurance underlying portfolios, retail mutual funds and model portfolio strategies.2
in assets under management3
3 Equitable Investment Management. Firmwide assets under management (AUM) includes assets managed by Equitable Investment Management, LLC and its investment advisory affiliate, Equitable Investment Management Group, LLC. Equitable Investment Management Group, LLC's AUM (excluding insurance underlying funds-of-funds) is $120.1 billon, as of June 30, 2024. Equitable Investment Management, LLC's AUM is $1.4 billon, as of June 30, 2024. Equitable Investment Management, LLC and Equitable Investment Management Group, LLC currently share the same infrastructure and officers and directors. Subject to change at any time.
The investment strategies discussed here include mutual funds, variable annuity, variable life insurance products and model portfolios, which entail certain risks. This website does not make an offer or solicitation to buy or sell any securities or services. Equitable Investment Management does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.
The investment strategies are subject to the volatility of the financial markets, including that of the underlying investment options’ asset class (with respect to certain strategies that employ an asset allocation model).
Diversification may not protect against market risk, loss of principal or volatility of returns. An investment may be risky and may not be suitable for an investors’ goals, objectives and risk tolerance. Investment returns and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Mutual funds are subject to the risk that the securities markets will move down, sometimes rapidly and unpredictably, based on overall economic conditions and other factors, which may negatively affect the fund’s performance. Equity securities held in a mutual fund involve the risk that the value of the securities may fluctuate, sometimes widely fluctuate, in response to changes in a company’s financial condition as well as general market, economic and political conditions and other factors. Investing in foreign securities involves specific additional risks, including, but not limited to, currency risk, political risk, and risk associated with varying accounting standards; investing in emerging markets may accentuate these risks. A mutual fund’s fixed-income investments are subject to fluctuations in price due to issuer and credit quality, rising interest rates and inflation.
1290 Funds® is distributed by ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Equitable Investment Management, Equitable Financial, Equitable Distributors or Equitable Advisors.
Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America, (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC, are issuers of annuity and life insurance products. The retirement investments strategies discussed in this document are available through certain variable life insurance and variable annuity products issued by Equitable Financial and Equitable America. These products have restrictions and limitations. For costs and complete details, call your financial professional.
Model portfolio strategies are made available to clients of financial intermediaries, including Equitable Advisors, through LPL Financial’s Model Wealth Portfolio (MWP) program on a non-discretionary basis by Equitable Investment Management.
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying ability.
Equitable Investment Management Group, LLC (EIMG) is a wholly-owned subsidiary of Equitable Financial, which is an indirect, wholly owned subsidiary of Equitable Holdings, Inc. EIMG is the investment adviser to certain variable investment options, or portfolios, underlying life insurance and annuity products offered by Equitable.
Equitable Investment Management, LLC (EIM LLC) is an indirect, wholly owned subsidiary of Equitable Holdings, Inc. EIM LLC is the investment adviser to the 1290 Funds® and also provides fund administration services to the Portfolios. EIMG and EIM LLC are also affiliates of Equitable Advisors and AllianceBernstein L.P. (AB).