Quality Global
Offering exposure to global markets with the protection of cornerstone positions in Quality Growth, Yield and Fixed Income portfolios.
Overview
The Quality Global Portfolio offers exposure to global markets through active management of exchange-traded funds (ETFs), with the protection of cornerstone positions in Quality Growth, Yield and Fixed Income portfolios.
Investment Process
![Global growth portfolio investment process Haverford’s investment process for the Quality Global portfolio begins with the universe of global financial markets evaluated at a macro level and against historical correlations, risks, and performance characteristics. Haverford then determines its capital market assumptions and global economic outlook to formulate return assumptions and develop strategic equity weightings. After a final tactical weighting is established by comparing fees, performance, and sustainability of the indices, the recommended portfolio holdings are established for both the Quality Core Global and the Quality ETF Global portfolios.](https://haverfordquality.com/wp-content/uploads/2017/06/HAV-26-1024x887.png)
Current Strategic Core Allocation Recommendations
Tactical Target |
Strategic Target |
Range |
|
---|---|---|---|
Domestic Equities | 74.6 % | 73.0% | 60-90% |
Large Cap | 66.6% | 65.0% | 50-80% |
Small & Mid Cap | 8.0% | 8.0% | 0-15% |
International Equities | 25.4% | 27.0% | 10-40% |
Developed Markets | 15.0% | 17.0% | 0-30% |
Emerging Markets | 10.4% | 10.0% | 0-20% |
Disclosure
All Data as of March 31, 2024. Allocations are subject to change at any time based on market or other conditions. Content should not be considered a solicitation or recommendation with respect to any product or security. Investing outside the United States entails additional risks such as political and economic risks and the risk of currency fluctuation.