State Street Active Asset Allocation ETF Portfolios

Key Facts

  • Seeks to outperform the benchmark over a full market cycle
  • Focuses on identifying opportunities in the global capital markets
  • Over a 10-year track record (inception date: 11/01/08)

Objective

Seeks to capitalize on short-and long-term mispricing in the global equity and fixed income markets by overweighting asset classes that appear attractive and underweighting less attractive asset classes. Among these risk-based portfolios, the more conservative model portfolios are designed to focus on capital preservation, with some consideration given to growth of capital. The more aggressive model portfolios are primarily focused on growth of capital.

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.

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Source: State Street Global Advisors, as of January 10, 2020.

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Source: State Street Global Advisors, as of January 10, 2020.

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Source: State Street Global Advisors, as of January 20, 2020.

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Source: State Street Global Advisors, as of December 31, 2019.

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Source: State Street Global Advisors, as of December 31, 2019.

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Source: State Street Global Advisors, as of December 31, 2019.


Insight on the Model Portfolio Landscape


Model Portfolio Solutions and the Client Experience

Offering less customized investment solutions may increase investor satisfaction. This research examines the perceptions, benefits and implementation of model portfolios.


ETF Model Portfolios: The Due Diligence Factor

Research from Greenwich Associates explores the dynamics driving ETF model portfolio growth and evaluation methods to help select strategies and providers.


Best Practices: Model Portfolio Performance

Written in partnership with the CFA Institute, this report establishes best practices for calculating and presenting model portfolio performance in a consistent manner.


Get More Information

Get in Touch

Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.


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Footnotes

All asset allocation scenarios are for hypothetical purposes only and are not intended to represent a specific asset allocation strategy or recommend a particular allocation. Each investor's situation is unique and asset allocation decisions should be based on an investor's risk tolerance, time horizon and financial situation.

Prior to August 30, 2019, the State Street Active Asset Allocation ETF Portfolios were known as the State Street Tactical Allocation ETF Portfolios. and the Moderate Growth and Growth portfolios were known as Moderate Aggressive and Aggressive, respectively. Prior to September 23 2019,  the SPDR Portfolio Europe ETF (SPEU) was known as the SPDR STOXX® Europe 50 ETF (FEU) and  the SPDR Portfolio TIPS ETF (SPIP) was known as the SPDR Bloomberg Barclays TIPS ETF (IPE).