ALPHAGLIDER ESG GLOBAL
MODERATELY AGGRESSIVE STRATEGY (AG-MA/esg)
June 30, 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 (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:
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?
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.