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.
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.
Incorporates State Street Global Advisors' expert long-term capital markets forecasts
Consistent long-term approach with lower turnover and portfolio efficiency
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.
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
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.
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
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.
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.
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.
SPDR ETF is the exchange traded funds ("ETF") platform of State Street Global Advisors and is comprised of funds that have been authorised by European regulatory authorities as open-ended UCITS investment companies. SPDR ETFs may not be available or suitable for you.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
Changes in exchange rates may have an adverse effect on the value, price or income of an investment. Further, there is no guarantee an ETF will achieve its investment objective.
SHARES IN THE FUNDS OF THE SPDR® ETF SICAV, SSGA SPDR ETFS EUROPE I AND SSGA SPDR ETFS EUROPE II PLC MAY NOT BE AVAILABLE FOR OR SUITABLE FOR YOU. THE VIEWS EXPRESSED IN THIS SITE DO NOT CONSTITUTE INVESTMENT ADVICE. INDEPENDENT ADVICE SHOULD BE SOUGHT IN CASES OF DOUBT. NEITHER THE INFORMATION NOR ANY OPINION CONTAINED ON THIS SITE CONSTITUTES A SOLICITATION OR OFFER TO BUY OR SELL SHARES OF THE FUNDS OR ANY OTHER FINANCIAL INSTRUMENT.
Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard & Poor's Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.
SPDR ETFs may be offered and sold only in those jurisdictions where authorised, in compliance with applicable regulations.
Information related to Mexico
This information does not constitute and is not intended to constitute marketing or an offer of securities and accordingly should not be construed as such. The Funds referenced herein have not been, and will not be, registered under the Mexican Securities Market Law (Ley del Mercado de Valores) and may not be publicly offered or sold in the United Mexican States. Disclosure documentation related to any of the aforementioned Funds may not be distributed publicly in Mexico and shares of the Funds may not be traded in Mexico.
You should obtain and read a prospectus and KIID relating to the SPDR ETFs prior to investing. Further information and the prospectus/KIID describing the characteristics, costs and risks of SPDR ETFs are available for residents of countries where SPDR ETFs are authorised for sale on the SPDRs website and from your local SSGA office.