ALPHAGLIDER ESG GLOBAL
MODERATELY AGGRESSIVE STRATEGY (AG-MA/esg)
May 31, 2019
The AlphaGlider ESG Global Moderately Aggressive Strategy (AG-MA/esg) is a broadly diversified1 strategy that incorporates environmental, social, and governance (ESG) factors. AG-MA/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-MA/esg is the second most aggressive. AG-MA/esg strives to deliver strong risk-adjusted returns over a full market cycle to investors with moderate to high tolerances to risk and medium to long investment horizons. AlphaGlider anticipates equities to make up more than 45% of AG-MA/esg, and fixed income to make up less than 55%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 15bps (0.15%)
Benchmark:4 75% MSCI ACWI IMI, TR Net5 and 25% Bloomberg Barclays US Aggregate Bond Index6
Number of Funds: 15 (9 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:
underweight domestic equities
underweight energy, industrials, consumer cyclical, and technology sectors
overweight foreign developed and emerging market equities
overweight real estate sector
overweight fixed income
overweight inflation-protected securities (lower sensitivity to changes in inflation)
underweight duration (lower sensitivity to changes in interest rates), and securitized bonds
AG-MA/esg ASSET CLASS ALLOCATION
AG-MA/esg EQUITY ALLOCATION — BY REGION
AG-MA/esg EQUITY ALLOCATION — BY SECTOR
AG-MA/esg FIXED INCOME ALLOCATION — BY REGION
AG-MA/esg FIXED INCOME ALLOCATION — BY SECTOR
Like What You See?
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