Solutions de portefeuilles modèles SPDR ETF

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 Strategic ETF Model Portfolio: pursuing optimal capital efficiency over a long-term horizon.
  2. State Street Tactical Income ETF Model Portfolio: seeks to provide stable income while maintaining some focus on a total return approach.
  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.

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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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Source: SSGA as of 31 Dec 2020. Hypothetical allocations shown above is for illustrative purposes only.

Source: SSGA as of 31 Dec 2020. Hypothetical allocations shown above is for illustrative purposes only.

Source: SSGA as of  31 Dec 2020. Hypothetical allocations shown above is for illustrative purposes only.   


Tactical Income ETF Model Portfolio


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 using State Street’s tactical asset allocation process, which drives active positioning helping to mitigate the negative impact of volatility and rising interest rates.

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Source: SSGA as of 31 Dec 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 are 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: Source: SSGA Investment Solutions Group (“ISG”) Research and FactSet, sample report for illustration purposes only as of December 31, 2020.

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


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