WebEx: Global Equity Portfolios

WebEx: 2nd Quarter Global Equity Performance Update

Global Equity Portfolio Management

In 2005, AGA pioneered the use of single-country ETFs to create global equity portfolios and currently hold one of the longest live track records in the industry for their strategies.

 

The use of single country ETFs provides:

 

Highly diversified, broad exposure to world equity markets

The ETF investment universe covers over 97% of the capitalization Morgan Stanley All-Country World Index.  Through a highly diversified portfolio of over 2,000 stocks, the impact of individual companies is minimized.

Cost Saving

By purchasing Exchange Traded Funds (ETFs) on the US market, investors realize significant savings over buying 2,000 individual securities on 30 local exchanges.  The Funds represent very large aggregate portfolios and thus minimize the custody, reporting and transactions costs of operating in the local markets.

Highly Liquid Portfolio

The value of portfolio holdings is transparent, as the ETFs are priced daily. The portfolio holdings can be sold and cash can be in the account in as little as 3 days.