Rothschild & Co Risk Based Investments LLC

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A distinct perspective

Rothschild & Co Risk Based Investments LLC is part of Rothschild & Co, which has been at the center of the world's financial markets for more than 200 years.

ETF Strategy:
Location:
Low Volatility
New York City

The Rothschild & Co approach

Seeking to reduce risk without reducing performance

By using a methodology that treats risk as controlled input rather than random output, Rothschild & Co seeks to construct indexes with enhanced risk-adjusted performance and substantially lower drawdowns during periods of market decline.

Evaluate risk icon

Starts by evaluating risk
Begins with a line-by-line assessment of every security in the investable universe to determine the level of risk they represent.

Eliminates riskiest icon

Eliminates the riskiest
Eliminates the 50% of the stocks in the universe that contribute the most risk.

Equalize risk icon

Equalizes the risk that remains
Weights the remaining stocks by their volatility and correlation such that each security contributes the same amount of risk to the portfolio.

Learn about Rothschild & Co's risk-based index construction methodology.


Nationwide Risk-Based ETFs

Risk is an inevitable part of equity investing. But recognizing what the sources of risk are is the first step in potentially using it to your advantage.

Nationwide Risk-Based ETFs seek to deliver better risk-adjusted returns and reduced volatility by avoiding the unintended risks of traditional market-cap weighted investments.

  RBIN     Nationwide Risk-Based International Equity ETF

ETF Strategy
Low Volatiltiy

Benchmark
MSCI EAFE Index

Index Provider
Rothschild & Co Risk Based Investments LLC

Index
R Risk-Based International Index


  RBUS   Nationwide Risk-Based US Equity ETF

ETF Strategy
Low Volatiltiy

Benchmark
S&P® 500 Index

Index Provider
Rothschild & Co Risk Based Investments LLC

Index
R Risk-Based US Index


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