A diversified, responsible global asset allocation strategy employing a flexible, dynamic approach solely utilizing ESG vehicles within a single ETF.
Providing Clients with a Core ESG Global Allocation
Comprehensive and Open-Architecture access to ESG ETF universe
Fundamentally-driven, with Coverage Across Asset Classes, Regions, Sectors and Styles
Managed by Richard Bernstein Advisors (RBA), leveraging 30+ years of Capital Markets & Asset Allocation Expertise
iMGP RBA Responsible Global Allocation ETF Investment Process
RBA employs a macro-driven, top-down style to construct a globally-responsible asset allocation portfolio. The investment team uses proprietary indicators and the firm’s macro-economic analysis to allocate to global equity and fixed income asset classes and several sub-asset classes and sectors using primarily US listed ESG or responsible ETFs.
ESG Inclusion: Broad ESG ETF universe allows for inclusion of environmental, social and governance factors in model.
Proven Process: The same RBA investment process that has worked for clients for over a decade is utilized to construct riskweighted portfolios.
Limit Risk: Utilizing ESG factors can reduce risk in a portfolio and boost the risk-adjusted return of the strategy.
Sector/Region: Fundamental and macro models to determine optimal asset class, sector, and region allocations.
Duration: Relative and absolute duration targeting based on macro indicators, liquidity and rate cycles.
iMGP Fundsʼ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be viewed here or by calling 1-800-960-0188. Read it carefully before investing.
Diversification does not assure a profit nor protect against loss in a declining market. Mutual fund investing involves risk. Principal loss is possible.
Potential risks include, but are not limited to, market risk, credit risk, liquidity risk, interest rate risk, and management risk. Outcomes depend on the skill of the sub-advisors and advisor and the allocation of assets among them. References to other mutual funds should not be deemed an offer to sell or solicitation of an offer to buy shares of such funds.