QAS MODEL PORTFOLIO PROGRAM ALERT
QAS GLOBAL ESG EQUITY-BONDS STRATEGY IS OUTPERFORMING ITS BENCHMARK 2024YTD
A popular ESG market segment is rebounding. All underlying ESG equity instruments make all-time new high, while ESG-driven aggregated bond instruments showed some signs of stabilization.
At the same time, strategy’s broad-based global benchmark was lagging YTD, underperforming by -8%.
This sophisticated investment strategy has five different risk regimes, and it’s shifting exposure gradually from global stocks to bonds and other defensive instruments.
The main idea of the design was to create a complete ESG coverage with embedded risk management features. Our investment universe consists of “US, EU, EM ESG ETFs, ESG bonds ETFs, US Treasury and Gold ETFs” (defensive group), plus leveraged equity instruments for aggressive regime. In some regimes, strategy can shift exposure between US, EU and EM ESG instruments.
It’s important to remember that ETFs are based on the indexes that take care of the process of inclusion/exclusion of underlying companies according to the MSCI ESG classification. Therefore, we can be sure all top ESG-score stocks are included in our strategy by definition.
Here is a summary of the main features of this strategy:
- GLOBAL ESG EXPOSURE
- ALL ASSET CLASSES
- RISK MANAGEMENT
This is a complete ETF-based “ESG investment solution” for investment advisers.
This strategy is currently in regime 1 “aggressive”, utilizing leveraged equity instruments.
For more information, please visit www.qas-service.com
