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.
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:
See below for more information.
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.
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.
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.
Asset allocations and characteristics 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.
For Professional Investors Only
All forms of investments carry risks, including the risk of losing all of the invested amount. Such activities may not be suitable for everyone.
Characteristics are as of the date indicated, are subject to change, and should not be relied upon as current thereafter.
Model Portfolio Allocations presented above are hypothetical and have been provided for illustrative purposes only. They do not reflect the results of the actual trading of any account or group of accounts and actual results could differ substantially. A model portfolio is an allocation to a list of funds that are group together. Where a model portfolio is offered on an investment platform, investors who select it effectively instruct the platform operator to acquire units in the ETFs that comprise the model portfolio. The model portfolio described above has not yet been implemented by State Street, so the results are hypothetical. The actual results of accounts managed by the Platform or Managed Accounts provider (“Provider”) that receives access to the models may differ substantially from the hypothetical results for a variety of reasons including, but not limited to, the Provider’s decision to exercise its discretion to implement a model in a way that differs from the information provided by State Street. State Street cannot guarantee any payment of dividends, which is subject to the dividend payment policy of the individual issuers of the underlying ETFs and the Provider. Model Portfolio Allocations shown are the “target” asset allocations used in the hypothetical State Street Risk-Based ETF Model Portfolio. The model portfolio “target” allocations will be reviewed every 12 months and reset on the last business day of each quarter, using State Street’s strategic asset allocation process, and will be subject to change with market movements thereafter until the next calendar rebalancing.
ETFs trade like stocks, are subject to investment risk and will fluctuate in market value. The investment return and principal value of an investment will fluctuate in value, so that when shares are sold or redeemed, they may be worth more or less than when they were purchased. Although shares may be bought or sold on an exchange through any brokerage account, shares are not individually redeemable from the fund. Investors may acquire shares and tender them for redemption through the fund in large aggregations known as “creation units.” Please see the fund’s prospectus for more details.
Investing in REITs involves certain distinct risks in addition to those risks associated with investing in the real estate industry in general. Equity REITs may be affected by changes in the value of the underlying property owned by the REITs, while mortgage REITs may be affected by the quality of credit extended. REITs are subject to heavy cash flow dependency, default by borrowers and self-liquidation. REITs, especially mortgage REITs, are also subject to interest rate risk (i.e., as interest rates rise, the value of the REIT may decline).
There are risks associated with investing in Real Assets and the Real Assets sector, including real estate, precious metals and natural resources. Investments can be significantly affected by events relating to these industries.
The major risks associated with investing in the natural resources sector, including large price volatility due to non-diversification and concentration in natural resources companies.
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.
All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.
The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.
This communication is directed at professional clients (this includes eligible counterparties as defined by the appropriate EU regulator) who are deemed both knowledgeable and experienced in matters relating to investments. The products and services to which this communication relates are only available to such persons and persons of any other description (including retail clients) should not rely on this communication.
Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.
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