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Global Sustainable Balanced (Tax-Aware)

Broad participation in global risk assets such as stocks, bonds and commodities.

Strategy Description

Broad participation in global risk assets such as stocks, bonds and commodities, calibrated based on client risk tolerance: from 100% bonds (~4% volatility) to 100% stocks (~15% volatility)

ETF selection constantly reviewed for efficiency and sustainability

Costs are kept low, currently averaging 0.2% to 0.25% per portfolio

Tax implications are reviewed at client, ETF and underlying positions of ETF levels

Sustainability tilts are preferred and implemented for each exposure, all else equal

Active allocation to macro trends, tilting to exposures likely to outperform over the medium term

No betting the farm or short-term trading: time in right parts of market, not timing the market

Daily transparency and liquidity

For international investors, available in a non-US version. Please visit our international site for details.

Allocation Breakdown

Asset Class


Equity71.99%
Fixed Income25.27%
Commodities2.2%
Cash0.54%

Geo


America58.69%
Greater Europe17.46%
Developed Asia15.85%
Emerging Asia6.92%
Central/Latin America1.08%

Sector


Financials 18.96%
Industrials9.11%
Consumer Discretionary11.8%
Real Estate3.46%
Consumer Staples 6.98%
Materials 3.88%
Healthcare13.67%
Utilities2.78%
Technology21.12%
Energy1.13%
Communications7.12%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF29.59%
2. Vanguard ESG International Stock ETF18.69%
3. iShares 7-10 Year Treasury Bond ETF5.75%
4. iShares Interest Rate Hedged Corporate Bond ETF4.30%
5. iShares iBoxx $ Investment Grade Corporate Bond ETF4.07%
6. iShares Core International Aggregate Bond ETF3.86%
7. iShares MSCI USA Quality Factor ETF3.09%
8. iShares MSCI USA Value Factor ETF3.05%
9. iShares MSCI International Quality Factor ETF2.91%
10. iShares MSCI International Value Factor ETF2.78%