ALPHAGLIDER ESG GLOBAL
MODERATELY CONSERVATIVE STRATEGY (AG-MC/esg)
June 30, 2019
The AlphaGlider ESG Global Moderately Conservative Strategy (AG-MC/esg) is a broadly diversified1 strategy that incorporates environmental, social, and governance (ESG) factors. AG-MC/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-MC/esg is the second most conservative. AG-MC/esg strives to deliver strong risk-adjusted returns over a full market cycle to investors with lower tolerances to risk, and short to medium investment horizons. AlphaGlider anticipates fixed income to make up greater than 30% of AG-MC/esg, and equities to make up between 10% and 70%.
Strategy Manager: Doug Kirkpatrick, CFA
Fund Management Fee:3 12bps (0.12%)
Benchmark:4 60% Bloomberg Barclays US Aggregate Bond Index5 and 40% MSCI ACWI IMI, TR Net6
Number of Funds: 14 (10 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:
slightly underweight equities
underweight domestic equities
underweight energy and industrials sectors
overweight foreign developed and emerging market equities
overweight real estate sector
slightly overweight fixed income
overweight inflation-protected securities (lower sensitivity to changes in inflation)
underweight duration (lower sensitivity to changes in interest rates), and fixed-rate government, corporate, and securitized bonds
AG-MC/esg ASSET CLASS ALLOCATION
AG-MC/esg EQUITY ALLOCATION — BY REGION
AG-MC/esg EQUITY ALLOCATION — BY SECTOR
AG-MC/esg FIXED INCOME ALLOCATION — BY REGION
AG-MC/esg FIXED INCOME ALLOCATION — BY SECTOR
Like What You See?
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