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SPDR ETF Model Portfolio Solutions
The SPDR ETF Model Portfolio Solutions Team provides a range of portfolio solutions to help meet your client needs.
By partnering with us, you gain access to a comprehensive model suite and resources to serve as your one-stop-shop for portfolio needs, spanning from asset allocation strategy, portfolio research and analysis, and thought leadership.
SPDR ETF Portfolio Research and Analytics
The SPDR ETF Portfolio Research and Analytics team works with clients to achieve their specific asset allocation goals by providing them with extensive analysis on the basis of historical data.
Four pillars of service
Our team of strategists offer clients a range of services to either analyse an existing portfolio, assess possible changes or aid in the design of a new portfolio.
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State Street Global Advisors ETF Model Portfolios
State Street ETF Model Portfolios are brought to you by the creators of the world's first ETFs1. Crafted by experts, each one is designed, built and managed by our Multi-Asset Class team, the Investment Solutions Group at State Street Global Advisors, offering portfolio solutions that pursue a range of investment outcomes with diversification opportunities across a variety of asset classes and risk profiles.
With SSGA ETF model portfolios, you can offer your clients consistent, institutional quality investment insights, enabling you to spend less time managing money and more time building the valuable relationships that grow your practice.
Our SSGA ETF Model Portfolio Offerings Include:
- State Street Strategic ETF Model Portfolios: pursuing optimal capital efficiency over a long-term horizon.
- State Street Tactical Income ETF Model Portfolio: seeks to provide stable income while maintaining some focus on a total return approach.
- State Street US Equity Sector Rotation Model Portfolio: tactically allocate among underlying sectors with the goal of relatively outperforming the S&P 500 Index by 150 to 200 basis points over the long term
See below for more information.
State Street Strategic ETF Model Portfolios
Key Facts
- Diversified, global asset allocation
- Incorporates State Street Global Advisors' expert long-term capital markets forecasts
- Consistent long-term approach with lower turnover and portfolio efficiency
Objective
Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolio focuses on capital preservation,, with some consideration given to growth of capital. The more aggressive portfolio is predominantly focused on growth of capital. In all instances, the model portfolios are constructed, based on risk tolerance, to achieve market exposure across equity, fixed income and alternative markets.
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Tactical ETF Model Portfolios
Key Facts
- Target a competitive yield of approximately 3% per annum
- Focus on diversifying the sources of income across asset classes
- Trading frequency 12-18 times per year
Objective
The State Street Tactical Income ETF Model Portfolio seeks to provide stable income while maintaining some focus on a total return approach. This is achieved by using State Street’s tactical asset allocation process, which drives active positioning and mitigates the negative impact of volatility and rising interest rates.
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Source: SSGA, as of 31 Dec 2019. Verified on 31 March 2020.
Proposed allocations are as of the date indicated, are subject to change, and should not be relied upon as current thereafter. Diversification does not ensure a profit or guarantee against loss.
The above estimates based on certain assumptions and analysis made by SSGA. There is no guarantee that the estimates will be achieved.
State Street US Equity Sector Rotation Model Portfolio
Key Facts
- Investment Universe: Eleven S&P GICS Sectors of the S&P 500® Index
- Quantitative tactical process generates sector relative alpha scores
- Monthly rebalancing, underweighting the lowest rated sectors and overweighting top rated sectors.
Objective
The US Equity Sector Rotation Model seeks to generate alpha by tilting among the 11 sectors in the S&P 500 index based on signals constructed from both firm-level and macroeconomic factors. From a broad perspective, our sector process evaluates a set of signals, selected on the basis of their predictive power and identified by extensive and ongoing research, that assess sector prospects from four distinct perspectives. These perspectives can be grouped generally into value, momentum, sentiment, and macroeconomic factors.
Sample Sector Positioning of Strategy
Source: SSGA Investment Solutions Group (“ISG”) Research, sample report for illustration purposes only as of 12/31/2019. Verified as at 31 March 2020.
Weights are as of date indicated, are subject to change, and should not be relied upon as current thereafter.
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Portfolio managers, strategists and analysts
1982
Team established
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Footnotes
Asset allocations are as of date indicated and shouldn't be relied thereafter.
1ETFs managed by State Street Global Advisors have the oldest inception dates within the US, Hong Kong, Australia, and Singapore. State Street Global Advisors launched the first ETF in the US on January 22, 1993; launched the first ETF in Hong Kong on November 11, 1999; launched the first ETF in Australia on August 24, 2001; and launched the first ETF in Singapore on April 11, 2002.