State Street Tactical ETF Portfolios

Four tactical portfolios that aim to outperform strategic benchmarks in all market conditions.


State Street US Equity Sector Rotation ETF Portfolio

Key Facts

  • Employs active allocation across sectors to add value over the S&P 500 Index using cost-effective index ETFs
  • Targets active risk of 100-300 bps

Objective

Seeks to add value over the S&P 500 Index using State Street Global Advisors' tactical asset allocation process to drive active positioning among S&P 500 sectors under all market conditions.

Rebalance Frequency

12-18 times per year


State Street Fixed Income Sector Rotation ETF Portfolio

Key Facts

  • Employs active asset allocation primarily via index ETFs
  • Identifies tactical allocation opportunities in fixed income sectors to add value
  • Targets active risk of 100-200 bps

Objective

Seeks to add value over the Bloomberg Barclays US Aggregate Bond Index by using State Street Global Advisors' tactical asset allocation process to drive active positioning in all market conditions.

Rebalance Frequency

12-18 times per year


State Street Global Allocation ETF Portfolio

Key Facts

  • Employs active asset allocation primarily via index ETFs
  • Identifies tactical allocation opportunities in fixed income sectors to add value
  • Targets active risk of 100-200 bps

Objective

Seeks to add value over the Bloomberg Barclays US Aggregate Bond Index by using State Street Global Advisors' tactical asset allocation process to drive active positioning in all market conditions.

Rebalance Frequency

12-18 times per year


State Street Multi Asset Real Return ETF Portfolio

Key Facts

  • Employs active asset allocation primarily via index ETFs
  • Focuses on multi asset class tactical allocation to add value
  • Targets active risk of 100-400 bps

Objective

Seeks to provide thoughtful exposure to real assets, diversification and additional return by using State Street Global Advisors' tactical asset allocation process to drive active positioning.

Rebalance Frequency

12-18 times per year
 


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