Risk-Based Asset Allocation

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.

How Risk-Based Asset Allocation Portfolios Work

(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.

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