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You are leaving SSGA.com
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.
You are leaving SSGA.com
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. The products and services discussed at this site may not be appropriate for sale or use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you. All persons and entities that access this site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.
Centralized Systematic Valuation Aggregated Cash Flow (ACF Files)
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ETF Model Portfolios
State Street Tactical ETF Portfolios
Three 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
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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