State Street ETF Model Portfolios and Portfolio Solutions
State Street ETF Model Portfolios are brought to you by the creators of the world's first ETFs. Crafted by experts1[EM1] , each one is designed, built and managed by our Multi-Asset Class team, offering portfolio solutions that pursue a range of investment outcomes to provide diversification opportunities across a variety of asset
classes.
The SPDR® ETF Portfolio Solutions 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 strategsts offer clients a range of services to
either analyse an existing portfolio, assess possible changes or aid in the
design of a new portfolio.
Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolio is designed to generate current income, 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 both equity and fixed income markets.
• 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
- Brochure
- Fact Sheet
- Commentary
The State Street Income Allocation ETF Model Portfolio seeks to provide stable income while maintaining 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.
• Focus on multi-asset class tactical allocation
• Trading frequency of roughly 12–18 times per year
• Target a competitive yield of approximately 3% per annum
The SPDR® ETF Portfolio Solutions 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 strategsts 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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