- Active asset allocation using primarily index ETFs for implementation
- Focus on identifying tactical allocation opportunities among sectors and TVT to add value
- Targets active risk of 12% volatility and offers downside protection with Target Volatility Triggers
Seeks to add value over the S&P 500 Index by leveraging State Street's tactical asset allocation process to drive active positioning among the sectors. Target Volatility Triggers (TVT), on the other hand, uses a systematic approach to target portfolio volatility in an effort to minimize drawdowns, preserve accumulated capital and deliver a more uniform realized risk.
12-18 times per year