State Street Tax-Sensitive ETF Portfolios

Two suites of risk-based models that seek to capture the potential tax advantages of municipal bonds.


Tax-Sensitive Active Asset Allocation ETF Portfolios

Key Facts

  • Seeks to outperform the benchmark over a full market cycle by employing active asset allocation
  • Focuses on identifying mispricing opportunities in the global equity and fixed income markets
  • Captures the potential tax advantages of municipal bonds

Objective

Seeks a distinct balance of risk and potential return. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation. Each model portfolio seeks to pursue its goal and manage risk in a tax-sensitive manner by actively managing its allocations to ETFs offering exposure to a variety of asset classes.

Rebalance Frequency

10-16 times per year

Explore the Portfolios

Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.

Click through each portfolio to take a closer look.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.


Tax-Sensitive Strategic Asset Allocation ETF Portfolios

Key Facts

  • Diversified, global asset allocation
  • Consistent long-term approach with lower turnover and portfolio efficiency
  • Captures the potential tax advantages of municipal bonds

Objective

Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolios are designed to generate current income, with some consideration given to growth of capital. The more aggressive portfolios are 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.

Evaluation Frequency

Annually

Explore the Portfolios

Five strategic portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.

Click through each portfolio to take a closer look.

Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.


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