The RPM Index is designed to leverage principles used by the largest financial institutions—including diversification, positive momentum and risk control — to help generate consistent returns in good and bad market environments. Diversification starts with a group of global asset classes across equities, fixed income and real assets:

• Domestic Equities
• International Equities
• Emerging Markets Equities
• Gold
• Real Estate
• Bonds

The RPM Index applies a rules-based approach to eliminate emotion, bias and the need to time the markets. The asset classes are rebalanced each month to reduce risk and correlation while leveraging positive short-term momentum. The result is an index that seeks to provide a broader level of diversification.