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Global Sustainable Conservative (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


Equity33.31%
Fixed Income65.27%
Commodities0.88%
Cash0.55%

Geo


America58.8%
Greater Europe17.41%
Developed Asia15.82%
Emerging Asia6.89%
Central/Latin America1.08%

Sector


Financials 18.93%
Industrials9.11%
Consumer Discretionary11.8%
Real Estate3.46%
Consumer Staples 6.98%
Materials 3.88%
Healthcare13.68%
Utilities2.78%
Technology21.14%
Energy1.13%
Communications7.12%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF14.97%
2. Vanguard ESG US Stock ETF13.72%
3. iShares Interest Rate Hedged Corporate Bond ETF11.13%
4. iShares iBoxx $ Investment Grade Corporate Bond ETF10.56%
5. iShares Core International Aggregate Bond ETF9.95%
6. Vanguard ESG International Stock ETF8.61%
7. iShares JP Morgan EM Corporate Bond ETF6.10%
8. JPMorgan Ultra-Short Income ETF5.54%
9. PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund4.12%
10. iShares JP Morgan EM Local Currency Bond ETF2.90%