Risk-Based Asset Allocation Portfolios
For employees who wish to invest in pre-selected portfolios based on their personal objectives and risk tolerance, Equitable offers a choice of asset allocation portfolios, which are systematically rebalanced to maintain the target allocation percentages. A Risk Tolerance Questionnaire (RTQ) is available online and in print format to help participants determine the most suitable investment choices.
(For illustration only-not an actual weighting)
Investors will incur higher costs with the portfolios than if they were to invest directly in the underlying investment portfolios.