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Global Sustainable Equity (Tax-Aware)

A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market – this strategy is at the core of many of our clients’ portfolios.

Strategy Description

Our Core ETF Portfolios provide:

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


Equity96.87%
Fixed Income0
Commodities2.58%
Cash0.55%

Geo


America60.78%
Greater Europe17.4%
Developed Asia12.95%
Emerging Asia7.92%
Central/Latin America0.94%

Sector


Financials 18.94%
Industrials9.1%
Consumer Discretionary11.8%
Real Estate3.46%
Consumer Staples 6.98%
Materials 3.88%
Healthcare13.68%
Utilities2.76%
Technology21.14%
Energy1.12%
Communications7.12%

Top Holdings

Asset ClassWeight (%)
1. Vanguard ESG US Stock ETF40.03%
2. Vanguard ESG International Stock ETF25.13%
3. iShares MSCI USA Quality Factor ETF4.14%
4. iShares MSCI USA Value Factor ETF4.08%
5. iShares MSCI International Quality Factor ETF3.88%
6. iShares MSCI International Value Factor ETF3.72%
7. Invesco QQQ Trust Series 13.63%
8. JPMorgan BetaBuilders Japan ETF3.41%
9. iShares Global Clean Energy ETF3.41%
10. iShares Global Financials ETF3.04%