ETF Model Portfolios


State Street ETF Model Portfolio Solutions

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 delivered 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.


Portfolio Solutions to Meet Unique Investment Needs

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:

  1. State Street Target Risk ETF Model Portfolios: pursuing optimal capital efficiency over a long-term horizon.
  2. State Street Real Assets ETF Model Portfolio: aims to help clients manage inflation risk while providing attractive returns and income opportunities in a low yielding environment.
  3. State Street US Equity Sector Rotation Model Portfolio: tactically allocate among underlying sectors with the goal of outperforming the S&P 500 Index by 100 to 150 basis points over the long term.

See below for more information.


State StreetTarget Risk 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 low 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 aim to achieve diversified market exposure across equity, fixed income and alternative markets.

Source: SSGA as of 30 June 2022.

Proposed allocations are as of the date indicated, are subject to change and should not be relied upon as current thereafter. The above expected return are estimates based on certain assumptions and analysis made by SSGA. There is no guarantee that the estimates will be achieved. Past performance is not a guarantee of future results. Characteristics are as of the date indicated, are subject to change, and should not be relied upon as current thereafter.

Source: SSGA as of 30 June 2022.

Proposed allocations are as of the date indicated, are subject to change and should not be relied upon as current thereafter. The above expected return are estimates based on certain assumptions and analysis made by SSGA. There is no guarantee that the estimates will be achieved. Past performance is not a guarantee of future results. Characteristics are as of the date indicated, are subject to change, and should not be relied upon as current thereafter.

Source: SSGA as of 30 June 2022.

Proposed allocations are as of the date indicated, are subject to change and should not be relied upon as current thereafter. The above expected return are estimates based on certain assumptions and analysis made by SSGA. There is no guarantee that the estimates will be achieved. Past performance is not a guarantee of future results. Characteristics are as of the date indicated, are subject to change, and should not be relied upon as current thereafter.


State Street Real Assets ETF Model Portfolio

Key Facts

  • Protection from inflation shocks
  • Broad diversification benefits
  • Income opportunities in a low yielding environment

Objective

This model portfolio is designed for growth-oriented investors with a long-term horizon looking to maximize long-term potential for capital appreciation through a globally diversified set of real assets ETFs. The model portfolio features our suite of SPDR ETFs as well as ETFs from third party issuers.

The Real Asset Strategy is expected to perform best during periods of increasing inflation or rising unexpected inflation . The Strategy is meant to be a complement to traditional equity and bond assets, providing further diversification, attractive returns, and a source of income in a low-yielding environment.

Source: SSGA as of 30 June 2022.

Proposed allocations are as of the date indicated, are subject to change and should not be relied upon as current thereafter. The above expected return are estimates based on certain assumptions and analysis made by SSGA. There is no guarantee that the estimates will be achieved. Past performance is not a guarantee of future results. Characteristics are as of the date indicated, are subject to change, and should not be relied upon as current thereafter.


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, quality, sentiment, and macroeconomic factors.
 

Source: SSGA Investment Solutions Group (“ISG”) Research and FactSet, sample report for illustration purposes only as of 30 June 2022.

Weights are as of date indicated, are subject to change, and should not be relied upon as current thereafter. 


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