ALPHAGLIDER ESG GLOBAL
CONSERVATIVE STRATEGY (AG-C/esg)
June 30, 2019
The AlphaGlider ESG Global Conservative Strategy (AG-C/esg) is a broadly diversified1 strategy that incorporates environmental, social, and governance (ESG) factors. AG-C/esg utilizes exchange-traded funds (ETFs)2 to achieve exposure across multiple asset classes, industries, and geographic regions. Of the five ESG investment strategies offered by AlphaGlider, AG-C/esg is the most conservative. AG-C/esg strives to provide a total return solidly in excess of inflation over a full market cycle and is designed for a cautious investor who wants to take a low level of investment risk or has a short investment horizon. AlphaGlider anticipates fixed income to make up greater than 50% of AG-C/esg, and equities to make up less than 50%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 11bps (0.11%)
Benchmark:4 80% Bloomberg Barclays US Aggregate Bond Index5 and 20% MSCI ACWI IMI, TR Net6
Number of Funds: 14 (all trade commission-free)
Fund Suppliers: BlackRock iShares ETFs, State Street Global Advisors SPDR ETFs, Vanguard ETFs, Schwab ETFs, Invesco ETFs, Nuveen ETFs
Active Deviations from Benchmark:
overweight foreign developed and emerging markets equities
overweight real estate, utilities, and financial services sectors
underweight domestic equities
underweight energy and industrials sectors
underweight fixed income
underweight duration (lower sensitivity to changes in interest rates), and fixed-rate government, corporate, and securitized bonds
overweight inflation-protected securities (lower sensitivity to changes in inflation)
AG-C/esg ASSET CLASS ALLOCATION
AG-C/esg EQUITY ALLOCATION — BY REGION
AG-C/esg EQUITY ALLOCATION — BY SECTOR
AG-C/esg FIXED INCOME ALLOCATION — BY REGION
AG-C/esg FIXED INCOME ALLOCATION — BY SECTOR
Like What You See?
Or maybe you have some questions? Either way, let's talk. You can schedule a time with our CIO, Doug Kirkpatrick, CFA.
Need Help Picking a Strategy?
There's a survey for that — the AlphaGlider Risk Profile Survey. It is a series of questions that helps us get to know you better so that we can recommend the AlphaGlider strategy that is optimal for you. It takes less than 10 minutes to take.