BALANCED STRATEGY (AG-B)
March 31, 2018
The AlphaGlider Global Balanced Strategy (AG-B) is a broadly diversified1 strategy, primarily utilizing exchange-traded funds (ETFs)2 to achieve exposure across multiple asset classes, industries, and geographic regions. Of the five strategies offered by AlphaGlider, AG-B is the median in the range of most conservative to most aggressive. AG-B strives to deliver strong risk-adjusted returns over a full market cycle to investors with moderate tolerances to risk and medium to long investment horizons. AlphaGlider anticipates equities to make up between 30% and 90% of AG-B and fixed income to make up between 10% and 70%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 8bps (0.08%)
AG-B Benchmark:4 60% MSCI ACWI IMI, TR Net5 and 40% Bloomberg Barclays US Aggregate Bond Index6
Number of Funds: 15
Fund Suppliers: State Street Global Advisors SPDR ETFs, Vanguard ETFs and mutual funds, BlackRock iShares ETFs, Schwab ETFs
AG-B VALUATIONS7 & ACTIVE DEVIATIONS FROM BENCHMARK
Active Deviations from Benchmark:
- underweight equities
- underweight domestic and economically sensitive equities
- overweight emerging market equities
- overweight Singaporean equities
- underweight fixed income
- underweight duration (lower sensitivity to changes in interest rates), and corporate bonds and securitized bonds
- overweight inflation-protected securities (lower sensitivity to changes in inflation)
- overweight alternatives
- overweight cash
AG-B ASSET CLASS ALLOCATION
AG-B EQUITY ALLOCATION — BY REGION7
AG-B EQUITY ALLOCATION — BY SECTOR7
*Cyclical: Basic Materials, Consumer Cyclical, Financial Services, Real Estate
Sensitive: Communication Services, Energy, Industrials, Technology
Defensive: Consumer Defensive, Healthcare, Utilities
AG-B FIXED INCOME ALLOCATION — BY REGION7
AG-B FIXED INCOME ALLOCATION — BY SECTOR7
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